HK Wealthmate
  • Helping You To Grow Your Wealth

    We provide right product for your need

  • We distribute all financial products In line with your risk profile

    Keeping you on the right path

  • Make your personal finance easy with us

    We build and review customized portfolio for you

ABOUT US

We at Harsh Kothari incorporated in 2018, with 600 + satisfied customers, we are driven by our strong passion to ensure the financial well-being of all our customers. We will help you achieve your financial objectives with the right asset class and product exposure, all stitched together smartly by our experienced and highly qualified team.

We are certified mutual fund distributors recognised by the AMFI (Association of Mutual Funds in India) and also insurance advisors recognised by the IRDAI (Insurance Regulatory and Development Authority of India). You will enjoy single window access to a wide range of financial products, adequate to help meet your diverse financial objectives.

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OUR SERVICES

Investment Portfolio

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.

Insurance Policies

Insurance is an important risk management tool that can protect you and your family from financial hardship

Wealth Management

Wealth management is an investment advisory service that combines other financial services

Tax Optimization

Tax planning involves optimizing your wealth creation and protecting your health, life and assets

Targeted Investment

Making holistic investment choice is always preferred than making random investments. This can

Mutual Fund

A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds

FINANCIAL PLANNING TOOLS

Child Education
Child Wedding
Dream home
Dream Car
Dream Vacation
Retirement Planning
Custom Goal
SIP Calculator

CLIENT TESTIMONIALS

KNOWLEDGE AND LEARNING

Educational Video

Educational Video

Fundzbazar Registration

Get in Touch

Location