Welcome To Hardik Thakker Financial Services
A reputed name for comprehensive financial and product distribution services
Founded in 2018, Hardik Thakker Financial Services has proudly served over 500 satisfied clients, helping them meet their financial dreams with simple and effective investment. As an AMFI-registered mutual fund distributor, we provide a full range of financial services, backed by a highly qualified and experienced team of personal finance professionals.
Our expertise spans across insurance, tax laws, and mutual fund investments, allowing us to recommend tailored investment strategies that suit both your short-term and long-term financial objectives. Whether you are looking for a secure retirement or to grow your wealth, we are here to support you at every step of the way.
Our mission is to deliver fast-track financial services, ensuring that our clients can enjoy a financially secure and happy retirement.
Let Hardik Thakker Financial Services be your trusted partner in building a strong financial future.
Founded in 2018, Hardik Thakker Financial Services has proudly served over 500 satisfied clients, helping them meet their financial dreams with simple and effective investment. As an AMFI-registered mutual fund distributor, we provide a full range of financial services, backed by a highly qualified and experienced team of personal finance professionals.
Our expertise spans across insurance, tax laws, and mutual fund investments, allowing us to recommend tailored investment strategies that suit both your short-term and long-term financial objectives. Whether you are looking for a secure retirement or to grow your wealth, we are here to support you at every step of the way.
Our mission is to deliver fast-track financial services, ensuring that our clients can enjoy a financially secure and happy retirement.
Let Hardik Thakker Financial Services be your trusted partner in building a strong financial future.
Our Service
Financial Assessment
Financial assessment is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict.
Portfolio Review
We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.
Retirement needs Assessment
We assisti n wealth building for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that needs
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Goal-Based Assessment
Goals-based assessment is the process of helping our clients prioritize their financial needs and determine the optimal way to fund them.
Tax Planning
Tax planning is the process of analysing a financial plan or a situation from a tax perspective.
Some Facts
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Years Of
Experience
Experience
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Satisfied
Clients
Clients
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Lacs
Of AUM
Of AUM
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Of Awards
Our Philosophy
Choose Hardik Thakker Financial Services for trusted support, sincere approach, and a team that truly cares about your financial well-being.
Right People To Partner
Nothing influences and concerns us more than your long-term interests. Hence, we have designed everything possible to match your needs and ensure that you benefit first and the most.
Value Added Services
Value Edition
Experience
Our Team Members
Mr. Hardik Thakker
FOUNDER
Hardik Thakker is a seasoned Personal Finance Professional with over 10 years of experience in the financial services industry. He holds an MBA in Finance and Service Business Management, bringing deep expertise in understanding the complexities of financial markets and investment strategies.
As an AMFI-registered mutual fund distributor, Hardik has built a reputation for offering products tailored to each client’s unique financial requirements. With a client base of over 500 satisfied individuals, he is committed to providing financial products that address both short-term needs and long-term aspirations.
Hardik firmly believes in the “client-first” philosophy, ensuring that every recommendation is made with the client’s best interests at heart. His approach focuses on offering transparent, compliance friendly, and research driven financial products, helping clients make informed decisions to achieve their financial dreams.
With a passion for helping others succeed, Hardik Thakker is your go-to professional for investment and insurance products.
As an AMFI-registered mutual fund distributor, Hardik has built a reputation for offering products tailored to each client’s unique financial requirements. With a client base of over 500 satisfied individuals, he is committed to providing financial products that address both short-term needs and long-term aspirations.
Hardik firmly believes in the “client-first” philosophy, ensuring that every recommendation is made with the client’s best interests at heart. His approach focuses on offering transparent, compliance friendly, and research driven financial products, helping clients make informed decisions to achieve their financial dreams.
With a passion for helping others succeed, Hardik Thakker is your go-to professional for investment and insurance products.
Our Timeline
Hardik Thakker Financial Services continues to grow with a client-first philosophy, ensuring the best financial solutions for every stage of life.
2024
500 Happy Clients
A major achievement as we proudly served 500 satisfied clients, staying committed to their financial success and well-being.
2024
2022
Focus on SIP for Client Growth
We made a strong push towards Systematic Investment Plans (SIP) to help clients meet their long-term financial goals with consistent, smart investments.
2020
Expanding to a Bigger Office
To accommodate our expanding team and growing clientele, we moved into a larger office, continuing to enhance our services.
2020
2018
First Office
Our hard work paid off, and we opened our first office, establishing a dedicated space to serve our growing client base.
2017
The Beginning
We started our journey with a vision to provide personalized and expert financial solutions for our clients.
2017
