Welcome to Harbir Wealth Solutions
About Us
Harbir Wealth Solutions is a Wealth Management/Financial Planning Firm. This Firm is run by professionals and experienced management. Our expertise is in "Need-Based Financial Planning" which helps our customers achieve their Financial Goals with proper Risk Management.
Our Top Features
250+ Crore AUM
Serving 1500+ Clients
20+ Qualified Team Members
Cutting Edge Technology
30+ Years Combined Experience
35+ Research Tools
How We Define "Harbir Wealth Solutions"
Harbir Wealth Solutions is a dynamic financial services firm dedicated to delivering personalized investment solutions across a broad spectrum of financial needs. We serve retail investors, high-net-worth individuals (HNIs), and corporate clients, guiding them through every stage of their financial journey. Our core offerings include investment advisory, wealth management, and strategic financial planning tailored to individual goals. At Harbir Wealth Solutions, we believe in building lasting client relationships through trust, transparency, and a steadfast focus on long-term wealth creation.
Our Mission
We aspire to be known as "Wealth Creators & Financial Planners, driven by commitment and Core Values.
Our Vision
To Educate and Empower the investors to make better investment decisions through, Quality Advice, Innovative Products, Superior Services.
Core Values
We firmly believe that our Core Values have served as the Cornerstone for the Expansion and Success of our Company.
- Financial Education
- Commitment
- Speed
- Transparency
- Client Centric Approach
Meet the Minds Powering the Future of Wealth Management
Satinder Singh
Satinder Singh is the visionary founder of Harbir Wealth Solutions, bringing with him extensive experience and a profound understanding of the financial services sector. Driven by a strong passion for empowering individuals through sound financial planning, he founded the firm with a mission to deliver transparent, client-focused, and growth-driven wealth management solutions. Since its inception, Harbir Wealth Solutions has earned the trust of retail investors, HNIs, and corporate clients, recognized for its personalized strategies and commitment to long-term financial well-being. Under Satinder Singh’s strategic guidance, the firm continues to grow and uphold a reputation for integrity, innovation, and lifelong learning in the wealth management industry.
Quick Bio
- CFP (FPSB - Financial Planning Standard Board, USA)
- CFGP (AAFM - American Academy of Financial Management)
- 30+ Certification courses related to Financial Markets (BSE, NSE, AMFI, etc.)
- B.Com (South Gujarat University)
- Author of the book "Mera Wealth Plan"
- Writes financial articles for Divyabhaskar, Gujarat Samachar, Gujarat Guardian