Comprehensive Financial Solutions for Every Stage of Life
Plan Today, Prosper Tomorrow.
Financial Planning
We ensure your family’s financial independence with expert guidance and planning.
Wealth Management
We offer comprehensive wealth management to diversify your investments and maximize your financial returns.
Child Future Assessment
We help families plan and secure funds for their child’s future, accounting for inflation and timing.
Risk Assessment & Management
We secure families from financial risks by assessing and protecting the economic value of the breadwinner.
Additional Services
We provide tailored retirement and tax planning to secure your future, factoring in inflation and maximizing tax benefits. We also offer optimized health insurance plans to ensure comprehensive coverage for your family.
Retirement Planning
Tax Planning
Health Insurance
“Working with Haresh Punjabi has been a game-changer for my family. He guided us through every step of choosing the right insurance policies, making sure we feel secure about our future.”
sneha P
“Haresh Punjabi’s personalized guidance helped me plan my retirement wisely, giving me the confidence to enjoy the years ahead without any financial stress.”
AVANISH J
“I used to dread tax season, but Haresh Punjabi made filing my returns so much easier. His attention to detail helped me maximize my deductions and save money.”
nabiha r
Top Tax Champion – 2023
Awarded Top Tax Champion in the year 2023 by
Transformance Forum – CFO Group, Mumbai India
Member of CEO Circle – Kotak Mahindra Life
Became a Member for the CEO Circle in FY 2023-24 under Kotak Mahindra Life
