Services At a Glance
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.
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.
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.
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.
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.
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.
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
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Children’s Future Planning
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NRIs
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Testimonials
Hum Fauji is not a run of the mill motley group of financial planners. It is family. Forever Supportive, Encouraging and Facilitating your dreams into reality. The personal involvement, a committed thought process with fleet footed follow up action keeps your chin up and reassured.
Hum Fauji team has been my choice of Financial Planners for years now, even though I stay thousands of miles away from India. I find them the most trustworthy and dependable, and have entrusted them with the entire finances of myself and my earning son here.
I took PMR in the year 2012 and since then have been associated with Hum Fauji Initiatives. I feel Hum Fauji Iniitiatives is the idea destination to ensure optimal utilization 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.
Hum Fauji Initiatives lived up to its name by hand holding my finances and has always helped me with my life planning. They helped me take financial charge after I lost my husband and during the period when I was going through not just mental & emotional but also financial transition. I recommend the Hum Fauji team with full faith.
The Hum Fauji team is organised and clinical in financial planning and advice. Their hand holding is so patient and logical that my entire family have entrusted our entire lifelong savings to them. They are transparent and trustworthy. I recommend them to all armed forces families.
In our few years of interaction with Hum Fauji Initiatives, we are convinced about their professionalism and their endeavour to assist the ‘financially uninitiated’ Faujis. Further, our dedicated financial planner in the company provided us with sound advice regarding the reassignment of our finances for the purchase of our apartment, without compromising our financial security. My wife’s colleagues too, who had sought financial planning assistance for their retirement corpus on our recommendation, praised their sincerity and expertise. We wish Hum Fauji’s team all the very best for their future growth.
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.
How to be a millionaire in 15 years? Our CEO Col Sanjeev Govila(retd) on the Zee Business show.
Hum Fauji Blogs
Debt Mutual Funds – Are They Still Relevant to Col AK Karmakar Retiring Shortly?
Col Arun Kumar Karmakar is retiring next month and had approached Hum Fauji Initiatives to take him ahead with his retirement planning, tax planning and investment of his retirement portfolio to his and his family’s best advantage. The goal-based retirement plan made for him by Hum Fauji was under the process of discussion with his […]
Will you miss out this Tremendous Safe investment Opportunity?
We had launched our limited-period Debt Opportunity Portfolio (DOP) 10 days back, accessible at the link below: (https://bit.ly/TremendousOpportunity). The aim of DOP is to take maximum advantage of the current high rates of interest in the market which give us all a great opportunity to:- Lock in the current high rates of interest in high-quality and safe […]
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Hum Fauji Financial Services is on a mission to defend the wealth of armed forces personnel.
