Welcome to

Hamara Planner

About Us

Hamara Planner is a boutique Financial Planning and Advisory firm. Started in the year 2009 Nov . Mr Girish Khandelwal is the Founder and Chief Financial Planner of the Company he had wide experience of 9+ years in financial industry. His vision is to spread the awareness about personal financial planning which can help people to achieve financial prosperity.

We are experienced in providing personal financial advice for Individuals, Self- employed, HNI, Ultra HNI, NRI etc, We has impacted thousands of lives through our Financial Wellbeing Workshops in Corporate, Schools, Business Community and 121 counseling’s.

Our Services

TAX PLANNING

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

RETIREMENT PLANNING

With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to mend the expenses.

FINANCIAL PLANNING

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.

WEALTH MANAGEMENT

Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities.

Our Products

MUTUAL FUND

Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together.

HEALTH INSURANCE

Health insurance is the insurance which protects from any health emergencies & incurred hospitalization expenses. In this busy and hectic life everybody should have a health insurance policy which can be very useful in emergencies.

FIXED INCOME

Fixed income products forms the base of a financial plan. If the base is not strong whatever we build upon it is under risk of collapse, therefore by allocating a higher quanta of funds towards fixed income products improves the overall stability of a portfolio.

GENERAL INSURANCE

General insurance or non-life insurance policies, including automobile and homeowners policies, provide payments depending on the loss from a particular financial event.

LIFE INSURANCE

Life insurance offers a way to replace the loss of income that occurs when someone dies. Life insurance is insurance for you and your family’s peace of mind.

REAL ESTATE

Our talented real estate advisors remains primarily focused towards providing independent real estate solutions to huge clientele, within the stipulated period of time.

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