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Himani Wealth

Solutions

One relationship. Multiple financial solutions.

Explore solutions designed around different stages and needs of your financial journey.

01

INVEST

Explore solutions based on your goals, timeline and risk comfort, with support through distribution and onboarding.

Mutual Funds

Explore schemes across equity, hybrid and debt, matched to your goal, timeline and risk comfort.

SIP

Invest a fixed amount every month and let consistency, not timing, do the work.

SWP

Draw a regular monthly amount from an accumulated corpus at a rate you choose.

Retirement Solutions

Size the corpus your post-work life may need after inflation, then build towards it steadily.

Goal-Based Investing

Education, a wedding, a home — put a number and a date on each goal and invest for it separately.

SIF

Specialised investment funds for investors who meet the applicable eligibility criteria.

Specialized solutions may have eligibility requirements.

PMS

Portfolio management services distribution, subject to the minimum investment norms in force.

Specialized solutions may have eligibility requirements.

AIF

Alternative investment funds across categories, for investors who qualify.

Specialized solutions may have eligibility requirements.

GIFT City Opportunities

Understand investment routes available through India's international financial services centre.

Specialized solutions may have eligibility requirements.

Bonds & NCDs

Fixed income options with defined tenures and coupon structures, subject to issuer risk.

REITs & InvITs

Listed real estate and infrastructure trusts that distribute income from underlying assets.

02

PROTECT

Understand the cover available for your family, health and assets, so one event does not undo years of saving.

Life Insurance

Cover that supports dependants and long-term commitments if income stops.

Term Insurance

Pure protection for a defined term, sized against liabilities and dependants.

Health Insurance

Hospitalisation cover so a medical event does not become a financial one.

General Insurance

Cover for vehicles, homes and other assets you rely on day to day.

03

BORROW

Understand borrowing options, their repayment obligations and what each instalment means for your cash flow.

Home Loans

Compare tenure and rate structures, and see what the instalment means for your monthly cash flow.

Balance Transfer

Move an existing loan where the revised rate and charges make repayment easier.

Loan Against Property

Raise funds against owned property, weighed against the repayment obligation it creates.

Business Loans

Working capital and expansion borrowing, considered alongside business cash flows.

Personal Loans

Unsecured borrowing for short-term needs, where the cost of credit is understood upfront.

Education Loans

Funding for higher studies, structured around the course and repayment start.

Car Loans

Vehicle finance with tenure and instalment chosen to fit your monthly budget.

Not sure where to begin?

Tell us about your goals and we'll help you explore the relevant financial solutions.

Himani Wealth operates as a financial product distribution practice. Product availability and eligibility depend on the criteria set by the respective manufacturers and regulators. Nothing here implies that a product is suitable for every investor.

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