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Home » Blog » Raaswin Group’s Lucia Financial Services Appoints Bharat Tagaram as CEO; Targets ₹300 Crore Valuation by 2028
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Raaswin Group’s Lucia Financial Services Appoints Bharat Tagaram as CEO; Targets ₹300 Crore Valuation by 2028

Aditya Dhar
Aditya Dhar
Last updated: 2026/04/01 at 9:37 AM
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HYDERABAD, INDIA — April 1, 2026 — Lucia Financial Services India, the high-value financial arm of the diversified *Raaswin Group, has officially announced the appointment of *Bharat Tagaram as its Chief Executive Officer. Mr. Tagaram officially assumed his role today, signing on to lead the company through a period of hyper-growth aimed at disrupting the traditional Indian brokerage landscape.

Contents
Aggressive Growth & Market ExpansionCreating Financial History

The “Ground-Level” Vision
While the Indian fintech sector has seen a surge in digital trading, Bharat Tagaram’s vision for Lucia Financial Services is rooted in Human-Centric Financial Democracy. His primary mission focuses on elevating stock market literacy at the “ground level,” ensuring that financial development reaches every household, not just the urban elite.

⁠"Our objective is to move beyond the screen," said *Bharat Tagaram, CEO of Lucia Financial Services*. "While we utilize world-class technology, our mission is to provide the education and hand-holding necessary for every single person to grow their wealth through the stock market. We are building a bridge between complex financial instruments and the common man."

Aggressive Growth & Market Expansion

Under Bharat’s leadership, the company has set a rigorous “Vision 2028” roadmap:
•⁠ ⁠Valuation Target: Scaling company value to ₹300 Crores within the next 24 months.
•⁠ ⁠Client Acquisition: Reaching a milestone of 1 Crore (10 million) active clients.
•⁠ ⁠Physical Presence: Expanding the footprint with 5 to 8 new branches across India within the next 90 days.

This expansion follows a record-breaking inaugural year for Lucia, which saw the firm achieve ₹5 Crores in paid business and grow its workforce to 100 employees shortly after registration.

Institutional Pedigree and Strategic Alliances
Lucia Financial Services operates with a unique advantage in the competitive Indian market. As an official partner of *Lucia Capital LLP (US), the firm brings global wealth management standards to domestic investors. Furthermore, as an authorized sub-broker for *SMC Global, 5Paisa, and Choice Broking, Lucia offers a comprehensive ecosystem of Investments, Insurance, and Finance.

The Raaswin Group, which has a history of building high-impact enterprises since 2014, views Lucia as its flagship “high-valued channel.” By integrating the international reach of Lucia Capital with the local trust of the Raaswin Group, the company is positioned to challenge industry incumbents like Zerodha and Angel One by offering a more personalized, education-first approach.

Creating Financial History

The company’s trajectory is set to break industry records for the fastest scaling of a retail financial service provider in the region. With its diversified portfolio—covering everything from equity trading to insurance—Lucia is not just selling products; it is architecting a new standard for financial independence in India

The post Raaswin Group’s Lucia Financial Services Appoints Bharat Tagaram as CEO; Targets ₹300 Crore Valuation by 2028 appeared first on Borok Times.

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Aditya Dhar April 1, 2026
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Posted by Aditya Dhar
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Aditya Dhar is a passionate news journalist, committed to delivering accurate, impactful, and timely stories. With a strong dedication to truth and public interest, he strives to inform, engage, and empower readers through responsible journalism.
Previous Article Finding your Voice in B2B-Lessons that shape Modern Marketing by Rohan J. Tonde, published by BookMyStory
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Raaswin Group’s Lucia Financial Services Appoints Bharat Tagaram as CEO; Targets ₹300 Crore Valuation by 2028
Brand Stories April 1, 2026
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