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Rooshabh Malvaniya | Hardi Finserv | SurendranagarRooshabh Malvaniya | Hardi Finserv | Surendranagar

Rooshabh Malvaniya

Hardi Finserv•Surendranagar,GJ
325, Mega Mall, 3rd Floor, Near Milan Cinema,
Surendranagar, GJ, 363001
325, Mega Mall, 3rd Floor, Near Milan Cinema, Surendranagar, GJ, 363001
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About

Mr. Rushabh Malvaniya Founder of HARDI FINSERV, Personal Financial Professional, MFP, CFG, cDIP, Speaker, Blogger. Rushabh Malvaniya has a passion for delivering solutions with a simplistic approach. He constantly strives to ensure that the client's fears and worries related to money are reduced. AMFI registered Mutual Fund distributor. His started his career as 1st Generation Entrepreneur in the year 2012 and then on there is no look back to his profession. His passion towards numbers and people drives him into this financial world. His Visions is to help 1 million people to achieve Financial Independence and create MILLIONAIRES: 3689+ participants (as on 31-dec-22) has benefited by his workshop on Money Management, Personal finance, Tax Planning, Estate Planning.

Practice at a glance

15
Years of Experience
310
Families Served
₹45
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹25,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Women Investors, Senior Citizens / Retirees, HNI Families, Doctors
Language Spoken:Hindi, Gujarati, English

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-96981

IRDAI Licensed Insurance Agent (General)

HCG230955187677

IRDAI Licensed Insurance Agent (Life)

03558813

Education

Formal Education

BCom – Bachelor of Commerce, Post Graduate Degree (Any Field)

Industry Education

NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Loan Against Securities
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with Rooshabh Malvaniya.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop
Tax-Saving Review