About Us
Our Story
Haresh Investments is a premier proprietorship firm under the leadership of Haresh Punjabi, an MBA in Finance & Operations with a distinguished career spanning over 15 years. Recognized as the Top Tax Champion in 2023 by Transformance Forums – CFO group, Mumbai, Haresh has consistently demonstrated excellence in Financial Planning, Wealth Management, Risk Management, and Tax Planning for individuals and families. His expertise earned him the prestigious MDRT qualification in 2023, reflecting his commitment to delivering top-tier financial services.
With a loyal client base of over 100 individuals who have trusted Haresh Investments for more than 15 years, we pride ourselves on building long-term relationships based on trust, integrity, and results. Our clients count on us to provide comprehensive financial solutions tailored to their unique needs, ensuring their financial security and growth for the future.
Our Mission
At Haresh Investments, our mission is to empower every family we serve by providing comprehensive financial independence, wealth management, and retirement planning solutions. We are dedicated to helping families meet all their financial needs for life’s major events.
We aim to significantly enhance the protection level of India’s population, striving to reach 20% coverage. Each year, we are committed to securing the financial future of at least 100 families, ensuring their peace of mind and financial stability.
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