About Us

Welcome To Hardik Thakker Financial 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.

Our Services

Financial Planning

Financial planning 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 Planning

We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal

Portfolio Restructuring

Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment

Goal-Based Planning

Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.

Tax Planning

Tax planning is the process of analysing a financial plan or a situation from a tax perspective.

Some Facts

0

Years Of
Expereience

0

Satisfied
Clients

0

Lacs
Of AUM

0

No
Of Awards

Why Us

Choose Hardik Thakker Financial Services for trusted support, sincere approach, and a team that truly cares about your financial well-being.

Client-Centric Approach

We put your long-term interests first. Our discussions are centered around your specific financial needs, with the intention that your success is our top priority.

Comprehensive Product Range

Customer Satisfaction Focus

Value-Added Services

Expertise and Experience

Passion-Driven Service

Our Team

Mr. Hardik Thakker

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.

Our Timeline

Hardik Thakker Financial Services continues to grow with a client-first philosophy, ensuring the best financial solutions for every stage of life.

500 Happy Clients

A major achievement as we proudly served 500 satisfied clients, staying committed to their financial success and well-being.

2024

2023

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.

First Investor Awareness Session

We hosted our first Investor Awareness Session, educating clients on smart investment strategies and the importance of financial freedom.

2022

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.

First Office

Our hard work paid off, and we opened our first office, establishing a dedicated space to serve our growing client base.

2018

2017

The Beginning

We started our journey with a vision to provide personalized and expert financial solutions for our clients.