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Hemani Consultancy About
About Us

Guiding Generations Towards Financial Security

Hemani Consultancy is a trusted third-generation financial advisory firm dedicated to helping individuals and families achieve long-term financial stability. We believe true wealth is built through discipline, proper asset allocation, and informed decision-making — not speculation.

With strong expertise in Mutual Funds, Insurance, and Financial Planning, we combine years of experience with modern technology to deliver transparent, goal-oriented, and client-focused financial solutions.

10+

Years of Advisory Legacy

500+

Trusted Clients & Families

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Our Services

Comprehensive Financial Solutions
for Every Life Goal

At Hemani Consultancy, we provide disciplined, transparent, and goal-based financial advisory services designed to help individuals and families build, protect, and preserve wealth over the long term.

Mutual Fund Advisory

Goal-based Mutual Fund investment planning including equity, debt, hybrid, and tax-saving (ELSS) funds aligned with your risk profile and time horizon.

SIP & Lumpsum Planning

Structured SIP and Lumpsum investment strategies designed to build long-term wealth through disciplined and consistent investing.

Insurance Planning

Comprehensive insurance need analysis covering life, health, and general insurance to protect your family and financial goals.

Retirement & Goal Planning

Personalized retirement and goal-based planning to ensure financial independence and stability at every stage of life.

Portfolio Review & Rebalancing

Regular portfolio reviews and rebalancing to keep your investments aligned with changing goals, market conditions, and risk appetite.

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Mutual Fund Advisory
Mutual Fund Advisory

Smart Investment Solutions Designed for Long-Term Growth

At Hemani Consultancy, we provide disciplined and goal-based Mutual Fund advisory services to help individuals and families build long-term wealth. Our approach focuses on understanding your goals, risk profile, and time horizon before recommending suitable investment options.

By combining advisory experience with modern portfolio monitoring tools, we ensure transparency, consistency, and confidence throughout your investment journey.

  • Equity, Debt & Hybrid Mutual Funds
  • Systematic Investment Plans (SIP)
  • Lumpsum Investment Planning
  • ELSS & Tax Saving Funds
  • Goal-Based & Retirement Planning
  • Portfolio Review & Rebalancing
Start Your Investment Journey
10+

Years of Advisory Legacy

500+

Trusted Clients & Families

₹25Cr+

Assets Guided & Managed

50+

Financial Solutions Offered

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Testimonials

What Our Clients Say

Our client relationships are built on trust, transparency, and long-term commitment. Here’s what our clients share about their experience with Hemani Consultancy.

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Hemani Consultancy helped me understand mutual funds clearly and plan my investments with confidence. Their disciplined and transparent approach has made long-term investing simple and stress-free.

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Amit Sharma

Business Owner

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The team at Hemani Consultancy guided us with goal-based financial planning and insurance solutions. Their regular portfolio reviews keep us aligned with our long-term goals.

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Neha Verma

Working Professional

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What I value most is their honest advice and long-term focus. Hemani Consultancy never pushes products and always keeps my financial interests first.

client

Rajesh Patel

Retired Professional

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From SIP planning to retirement goals, Hemani Consultancy has been a reliable financial partner for my family. Their clarity and professionalism truly stand out.

client

Sunita Mehta

Homemaker

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FAQ

Frequently Asked Questions

We believe informed investors make better financial decisions. Here are answers to some common questions about our advisory services and investment approach.

Financial Advisory FAQ

You can start investing with a small amount through Systematic Investment Plans (SIP). The minimum amount depends on the selected mutual fund scheme and your financial goals.

We follow a structured advisory process that includes understanding your financial goals, risk appetite, time horizon, and investment preferences before making any recommendations.

Yes, we conduct periodic portfolio reviews to ensure your investments remain aligned with your goals and risk profile. Rebalancing is suggested whenever required.

All investments are made through regulated platforms and fund houses. We maintain complete transparency in processes, disclosures, and reporting.

Yes, we offer comprehensive solutions including life and health insurance planning, as well as retirement and long-term goal-based financial planning.

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