Services At a Glance

financial Planning for defence Officers, financial Planning for army Officers,

Financial Planning

Armed forces people feel Financial Planning is an insurmountable mountain as it needs a lot of number crunching. Don’t worry we manage it all – from planning to management to seamless execution. We ensure your finances are safely managed.

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Retirement Planning for Defence Officers,

Retirement Planning

We believe that every individual is different. Not everyone loves the idea of parallel path or work past retirement. We make is even easier with our Retirement Planning solutions.

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Investment Advice for armed forces officers,

Tax Management

Tax Management is not as taxing as you think it is. We do tax planning with your financial planning so that there isn’t any conflict in overall wealth management process.

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Real Estate

There are lots of myths and confusion that surrounds real estate nowadays. Don’t panic, we have all the answers. Feel free to connect with your very own planning firm, Hum Fauji Initiatives.

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Pension Advice to army officers,

Wealth Management

We are your wealth organisers. Organizing wealth is an important aspect of life planning and we being the patrons of fauji life know how to manage it for a defence family.

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houses for army officers,

Insurance Consulting

The millennial age is fragile and we as consumers are demanding. We help Defence families with Insurance Consulting to improve customer growth & profit.

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We are one of India’s top rated fastest growing financial planning and advisory company. At the same time, we are proudly the youngest and most preferred wealth management firm of the defence personnel across India and abroad.

Mission
To financially strengthen and empower the armed forces families through our robust solutions.

Vision
Hum Fauji Initiatives understands the challenges and anxieties of a fauji life. The promoters envision to be the One-Stop financial solution to armed force families in all their life’s pursuits. The comprehensive solution encompasses wealth management, investment planning, retirement & life planning, children’s education and marriage, tax planning and filing, loans, insurances, Wills and Trusts, real estate solutions and all other such financial requirements of an armed forces family’s life.

Integrity
Going by the army norms, our founders believed in integrity as the first and foremost value at HFI Wealth Creators. Integrity coupled with confidentiality is the base of each client relationship at HFI.

Transparent
We understand we are dealing with your money. And money matters are best kept transparent and that is why transparency is one of the core values at HFI.

Professionalism
Our team is groomed and trained to act responsibly. Whether it is the first discussion, documentation or regular reviews – responsibility and duty is of utmost priority at HFI.

Wealth Simplification

Our aim is to make financial jargons and processes simple for you. We fully understand the complexities of your life and the least we can do is to simplify the financial part out of that. And let us assure you that we’ll do it in the best possible manner for you.

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01

Children’s Future Planning

we have to cross the bridge of multiple realities. As a parent, the most obvious of the dream would be to plan for your children in such a way that all their future requirements are properly taken care of and there is no running around at the time when the actual requirement arises.

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02

NRIs

Armed Forces officers who settle down abroad after retirement, or have their children or parents settle down abroad or the officers who go for missions abroad, face certain peculiarities of managing their money or assets invested in India. We make it a painless, financially fruitful experience for them.

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03

Testimonials

I took PMR in the year 2012 and since then have been associated with Hum Fauji. I feel Hum Fauji Initiatives is the ideal destination to ensure optimal utilisation of the lumpsum money that we get on retirement. We as faujis are gullible and get carried away by quacks in the market and then repent for rest of our life. I have had​ a wonderful association with Hum Fauji and its totally professional staff. God Bless.

MJS Pathania

They might not be the biggest in financial advisory sector but Sanjeev and Bindu and their team makes it certainly the most trustworthy and dependable for me & my family. They just know the career graphs of Indian armed forces – our salaries, pensions and retirement requisites. I have told my son too, to invest with them only.

Aditya Parida

Digital Library

Our goal is to create a Financial Planning library with quick
snippets as well as detailed information which are beneficial
for the armed forces officers and their families.

Hum Fauji Blogs

19 Sep 2017

Additional Commutation of Pension

Dear Friends, I had written a series of two articles some time back comparing Commutation of pension Vs Non-Commutation, and recommended that everybody should commute pension due to the reasons outlined there. Now, for the officers who have retired on or after 1st Jan 2016, the Govt has given an option to further commute the […]

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28 Aug 2017

Is this Diamond worth your money?

Life Insurance Corporation of India (LIC) is aggressively marketing its insurance policy, LIC Bima Diamond Plan, as a ‘Diamond for Life’. Let’s see if this ‘Diamond’ is worth your money? LIC Bima Diamond Plan is a typical non-linked, with-profit, limited premium payment money-back life insurance plan. Non-linked means it is not ULIP or your money will not be […]

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Team HFI Wealth Creators is on a mission to defend the wealth of armed forces personnel.