About Me
With over 14 years of experience in the financial industry, I have had the privilege of working with clients from various backgrounds to help them navigate the complexities of personal finance, wealth management, and investment strategies. My journey began as a first-generation entrepreneur in 2012, and since then, I have worked tirelessly to build a strong foundation for both my clients and my firm, HARDI FINSERV.
During this time, I have specialized in providing comprehensive financial solutions, including:
Personal Finance & Wealth Management: Helping individuals and families create, manage, and grow their wealth through strategic planning.
Mutual Fund Distribution: Registered with AMFI as a Mutual Fund distributor, offering tailored investment strategies to clients.
Tax & Estate Planning: Guiding clients through the complexities of tax optimization and long-term estate planning to secure their financial future.
As the founder of HARDI FINSERV, I am deeply committed to delivering simplified financial advice, reducing client anxiety around money, and building lasting relationships based on trust. My firm has helped over 6,025+ participants (as of March 2025) through personalized workshops on Money Management, Tax Planning, and Estate Planning.
Throughout my career, I’ve remained focused on my vision to help 1 million people achieve financial independence and create millionaires. My work is not just about numbers—it's about making financial education accessible and empowering people to take control of their financial futures.
About Work Experience
I started my career in 2005 at SAVA Healthcare limited (Previously Biodeal Laboratories Limited) as a Sr. Executive Commercial.
PRESENTLY:
I am Founder and CEO of Hardi Finserv, established in 2012.
Hardi Finserv professionally managed investment consulting firm, having more than 14 years of rich experience in Financial Planning & Portfolio Management. Hardi Investment providing various financial services to Individual, HNI, NRI, Trust, Association, Small & Medium Scale Enterprise & Corporate.
Experience & Qualification
Qualification
M. Com, MFP, CFG, CDIP
Experience as an Advisor
15 Years
Total work Experience
12 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Portfolio Management Schemes
NPS (National Pension Scheme)
Housing Loans
Will Writing Services
Fixed Deposits