Guiding your wealth. Protecting your tomorrow.
HM Wealth is an AMFI-registered Mutual Fund Distributor helping individuals, families, and businesses work towards their financial goals with confidence. We are the bridge between investors and Asset Management Companies (AMCs), with every interaction guided by transparency and compliance.
Distribution Credentials
ARN-341412
Registered MFD
100% Direct
Units in your name
Paperless
Fast online setup
₹0 Direct
Commission from AMCs
Our Mission & Vision
The bedrock principles that govern every client interaction, scheme recommendation, and service touchpoint.
Empowering Financial Destiny
To empower individuals and families to take control of their financial destiny by providing simple, goal-oriented investment solutions and robust insurance safety nets.
India’s Most Dependable Financial Companion
To be the most dependable financial companion for families across India and Non-Resident Indians (NRIs) worldwide, recognized for unwavering integrity and client-first ethics.
Our Core Wealth & Protection Pillars
We combine strategic long-term wealth accumulation with comprehensive risk protection under one unified umbrella.
1. Goal-Based Mutual Fund Investing
Helping you invest for children's higher education, dream homes, and comfortable retirement through systematic, disciplined SIPs and asset allocation.
2. Family & Business Insurance Protection
Guiding you toward pure term life, cashless hospital health cover, and employee benefit solutions through licensed insurance partners.
3. NRI Cross-Border Investment Desk
Assisting Indians living abroad to easily and compliantly invest in India's growth through seamless NRE/NRO accounts and paperless KYC.
4. Portfolio Health Checks & Audits
Reviewing existing investments and insurance policies to eliminate overlapping schemes and dangerous coverage gaps with zero consultation fee.
Our Four Uncompromising Core Values
In an industry driven by product targets, we hold ourselves to strict ethical standards that place your security first.
Complete Transparency
We explain every scheme, commission, and risk upfront in plain language. Zero hidden surprises or asterisks.
Goal-First, Not Product-First
We never push random financial products. Every distribution recommendation is tailored strictly to your timeline and risk comfort.
Discipline Over Emotion
When markets fluctuate, we help you stay calm and focused on long-term compound growth rather than panic-selling.
Standing By You at Claim Time
For insurance, we don't just facilitate a policy—we guide you through hospital paperwork, insurer approvals, and claim settlement.
Hari Sarvotham A
Founder & Principal MFD
“We treat your hard-earned money with the exact same discipline as our own.”
“My personal commitment to every client is simple: we never suggest an investment scheme or insurance plan that I would not comfortably recommend to my own family. Finance is about trust, patience, and lifelong partnership.”
People don’t trust faceless corporate algorithms with their life savings—they trust real, dedicated specialists who answer their calls when market volatility spikes or when a family member is hospitalized. At HM Wealth, you have a direct relationship with a licensed professional who knows your story, your children’s dreams, and your retirement goals.
Regulatory Registration & Mandatory Statutory Disclosure
AMFI-Registered Mutual Fund Distributor
ARN-341412
Regulatory Clarification: HM Wealth is an AMFI-registered Mutual Fund Distributor engaged in the distribution of mutual fund schemes. We earn commission from Asset Management Companies (AMCs) on regular plans. We are not a SEBI-registered Investment Adviser and do not provide fee-based investment advice. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Ready to start your financial journey with HM Wealth?
Book a free, 20-minute introductory call. No sales pressure, just an honest conversation about your goals and how to achieve them.
AMFI-Registered MFD · Zero consultation fee · Transparent scheme review