500+
Clients Served
98%
Satisfaction Rate
32+
Years Experience
Financial Planning

India's Example of Harmony: Our Inspiration

India's Harmony Illustration

India is the best example on this planet for human-kind living in Harmony. All the different culture, traditions, faith and languages synergizing into one movement - India. Drawing the best of every difference, synthesizing into a Harmonious orchestra, our Dharma enshrines at its heart, a deep sense of respect for all aspects of Creation.

Equally diversified, is the financial instruments market today in India. Different people have different needs. These needs vary from person to person with various criteria of age, income level, and family size and so on. Harmoney strives to match these needs with the variety of financial instruments and recommend an appropriate blend that will ensure Harmon(e)y in the lives of such persons we are associated with.

Wealth in simple sense means, "To possess enough money to do what (ever) we want and when (ever) we want".

Financial genius, Mr. Buck Minister Fuller, in his own style, defines "Wealth is a person's ability to survive the number of years forward." (If I stopped working today, how long can I survive?)

"Wealth Creation is a plan, not a product or procedure." A plan to get you from where you are to where you want to be.

Wealth creation is the process of recognizing, prioritizing and fulfilling the dreams of our life in a planned and systematic way. Optimum deployment of money in meeting the various needs of our life can lead us to become wealthy.

IN SHORT, IT IS ONLY BY ACHIEVING A HARMONY AMONGST YOUR NEEDS AND YOUR FINANCIAL CAPABILITIES, YOU CAN HAVE ABUNDANCE IN WEALTH.

When Indians become wealthy, India will become wealthy

Harmoney dedicates its life to this great cause and in the process make a living for itself.

Our Experience

Over 32+ years in FULFILLING DREAMS through Financial Planning

Our Reach

Extending to over 500+ clients across India, Canada, USA, Europe, UAE

Our Volume

Transacting business of over ₹400+ crores
AUM

Our Expertise

Certified Financial Planners from world-class Institute, Financial Planning Standards Board India. (FPSB)

Our Listening Family Approach

Understanding You

We listen to understand all your personal and business ambitions.

Customized Solutions

We design suitable financial instruments mix for your unique needs.

Peace of Mind

We free up your time for core activities while managing your wealth.

Our Inspiration

"Life is a one time opportunity god has given us to visit this planet earth ; Let us maximise it"

Harmoney FinServ India Private Limited

Formerly Harmoney Wealth Advisory Services India (P) Ltd.

Our Professional Background

Promoted by professionals with over 32+ years of experience in financial planning and wealth management, extending to over 500 clients, business volume of over 400 Cr+ AUM.

32+
Years Experience
500+
Happy Clients
₹400 Cr+
AUM
Financial Planning

Financial Planning Standards Board India

Our team includes Certified Financial Planners from the world-class Financial Institute, Financial Planning Standard Board of India.

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What They Say About Us

Discover what our clients have to say about their experience with Harmoney.

Ready to Achieve Harmoney Between Your Needs and Financial Capabilities?

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