HP Private Wealth Advisory Services
Raheja Serenity Raheja Reflections, Kandivali, Khatau Estate, Kandivali East, Mumbai, Maharashtra
(1)
Raheja Serenity Raheja Reflections, Kandivali, Khatau Estate, Kandivali East, Mumbai, Maharashtra
(1)
HP Private Wealth Advisory Services is a boutique wealth advisory firm that focuses on unbiased investment advice to its clients customized to their requirements. As SEBI-Registered Investment Advisor, we have relationships with over fifty families spread across four cities in India.
1 customer review
Kavita
Himanshu has been managing my family wealth for over a decade. I found him very trustworthy and yet with deep knowledge of the investment world.
What do you love most about your job?
Wealth Management and Investment Advisory is a constantly evolving expertise. There are three amazing things about my job:
(1) With over 50 Families as my clients, I have experienced strong relationships that are built on the foundation of trust and mutual respect. This enriches the life experience.
(2) My expertise spans a variety of SEBI-regulated products - Equities, Mutual Funds, Bonds, Derivatives, AIFs, PMS, etc. This helps me be a one-stop solution for all my clients' investment and wealth management requirements. There is constant learning and expertise gets better with experience.
(3) Most importantly it is fulfilling to see clients getting financial freedom and living lives on their own terms. I have contributed to a worry-free living for several of my clients by managing their wealth over years.
What inspired you to start your own business?
I started my business with a view to broadening my learning. And to ensure that what I can advise is absolutely best for the client. Unbiased advice is rare in capital markets with most brokers trying to push products to clients without thinking about suitability.
I understand the risk appetite and general circumstances of a client and ensure the client achieves it through a complete wealth management arsenal available. This service is rare in India.
Why should our clients choose you?
1. Unblemished reputation over the last 21 years in the capital markets.
2. Expertise that spans all segments of the market. One-stop solution.
3. Relationship-oriented model that never tries to sell anything. My clients are lifelong and so far, my client attrition is Zero.
4. Transparent and fair pricing that puts client interests first.
Can you provide your services online or remotely? If so, please add details.
Yes. Whatever works for the client works for me. I have clients who need in-person meetings and those who prefer online interactions. Some need to interact quarterly, and some are happy annually. I tailor my approach to their needs.
What changes have you made to keep your customers safe from Covid-19?
During Covid 19 I was steadily in touch with all my clients through online platforms. I tried to ensure they get the best out of their investments in such tough times.
Investment Advisor
Investment Advice to clients on managing their investment portfolios. Managing risk while investing in capital market products such as Equities, Mutual Funds, AIFs, PMS, and Derivative Strategies.
Continuous handholding to various market cycles and client circumstances so as to ensure optimum risk-adjusted returns.
Wealth Management
Managing wealth for the clients through consistent fee-based advice. Also ensuring clients should be able to retire and get regular incomes from their portfolio. Goal-based approach to ensure investors are able to utilize their wealth to earn financial freedom.
