// start

Plan tomorrow, today

We are awards winning business personal financial firms

Hamara Planner is a personal financial consultancy firm dedicated to simplifying finances for individuals, families, and organizations.

Empowerment Through Knowledge

We believe financial education is the key to unlocking a lifetime of opportunities

Building Strong Foundations

The right financial habits, when taught early, can shape a secure and prosperous future.

Integrity & Responsibility

We instill the values of honesty, accountability, and wise decision-making in financial matters.

Making Learning Engaging & Practical

Financial literacy should be fun, relatable, and something students can apply in their daily lives.

Creating Lasting Impact

Our goal is not just to educate but to inspire a mindset of financial confidence and security.

Collaboration for a Better Future

We work hand in hand with educators, parents, and experts to ensure financial education reaches every young learner.

Financial Fact-Check

Uncover surprising truths that can
redefine how you think about money

FDs Aren't Always Best

Did you know you could earn up to 20% more than fixed deposits with safer investment options?

Home Loan Secret

Many homeowners don’t realize they can easily convert their EMIs to 0% interest—are you one of them?

Financial Consultancy

70% of investors don’t regularly review their portfolios, leading to missed opportunities and losses.

Are You Spending Smartly?

Most people don’t truly know whether they’re savers, spenders, or investors. Which one are you?

Investment Decisions Simplified

More than 60% of individuals struggle with deciding where to invest. Break the trend—learn the strategies.

Second Income is a Lifeline

Experts say relying on a single income is risky. Building multiple income streams is the new norm.

Why Choose Us

Your Trusted Financial consultancy

Who We Are

Your trusted partner in comprehensive financial strategies and wealth management.

What We Do

We craft personalized strategies to secure your future and achieve your goals

Why Choose Us

Over a decade of expertise, 11000+ lives impacted, and a mission to empower financial independence.

Empowering Financial Growth with Personalized Planning Solutions

The platform offers comprehensive & Tailoring Financial Solutions not only for working professionals but also for MSME Entrepreneurs, Doctors, Lawyers, NRIs and other business owners. Hamara Planner recognizes that financial education has never been a part of the formal Education System, leaving many unaware of personal finance fundamentals and effective Money management Strategies.

  • 00

    +

    Years of
    experience

FEATURED SERVICES

What services we provide to our
customers business

Consulting

Personalized Financial Strategies for a Secure Future.

Training

Empowering Teams with Smart Money Management Skills.

Coaching

Building Financial Foundations for the Next Generation

OUR EXPERTISE

We Specialize In Financial Services
To Address Your Needs

Personal Financial Planning

Wealth Management

Risk & Insurance Planning

Legacy Planning

Strategic Tax Planning

Wealth Maximization

Investor Education Programs

Corporate Workshops

The Outcome

What You’ll Achieve

Our approach brings tangible results to your financial well-being

  • Happiness - Achieving peace of mind through efficient wealth strategies.

  • Security - A solid financial foundation for the future.

  • Knowledge - Gain financial insights that empower you to take control.

  • Freedom - Enjoy financial independence and freedom of choice.

  • Confidence - Make decisions with clarity and confidence.

  • Peace - Experience tranquillity knowing your financial future is secure.

Our Guarantee

Our Promises

Love

What we do

Serve

In solving problem

Create

Wealth Abundance

affiliate trainer

Our Affiliated Training Professionals

Testimonials

Real Stories, Real Success, Real Impact,
Real Transformation,
Real Results.

Our Clients

Clients We Worked With

CONTACT US

Let’s Connect and Plan Your Financial Future

Have questions or need guidance? We’re here to help you take the next step toward financial
freedom.

Contact Us form