M/s Harmoney FinServ India Private Limited Formerly Harmoney Wealth Advisory Services India (P) Ltd., is promoted by passionate professionals having an experience of more than 32 years in financial planning and wealth Management, extending to over 500 clients, transacting a business volume of over 400 crore.(4 billion)
Harmoney family is a listening family with certified Financial Planners from the world class Financial Institute, Financial Planning Standard Board of India.
Founder & Managing Director
Kannan is an innovative, enthusiastic, and self-made individual, guided by the belief that pursuing one's passion leads to a fulfilling life. A knowledgeable professional with a wide-ranging expertise, he is determined and resilient in constantly striving to reach greater heights both professionally and personally.
With a calm and composed demeanor, he exudes confidence and dedication, inspiring those around him to aspire for greatness. His commitment to clients and family is unwavering, embodying a relentless pursuit of excellence. An encouraging and supportive leader, he knows just how to uplift others and foster growth and success with his insightful and adaptable approach.
Whole Time Director & Compliance Officer
Kamakshi is a dedicated, caring, and diligent professional known for her compassionate and nurturing nature. With a loving heart and practical mindset, she embodies resilience and empathy in every aspect of her life.
Bold, independent, and industrious, she emerges stronger each day from life's struggles, fearlessly pursuing her goals with affectionate determination. Her supportive and reliable nature combines with altruistic values, as she remains eager to learn and grow with each new experience. She exemplifies that there's no limit to age or passion through her determined and passionate journey.
Chief Investment Officer & Fund Manager
An accomplished investment and research professional with over 15 years of experience in equity research and fund management, supported by a strong technology background.
Prior to finance, spent nearly 10 years in IT with focus on cloud technologies, solution architecture, and enterprise systems, developing deep expertise in designing scalable platforms and technology strategy.
Estate Planning & Legal Consultant
Lawvanyaa is an ambitious and detail-oriented professional, known for her calm demeanor, strong analytical ability, and sincere commitment to excellence. Her exposure across diverse areas of law—including human rights, taxation, civil disputes, and corporate matters—has equipped her with a well-rounded perspective and a thoughtful, solution-driven approach to every task.
She has gained valuable experience working with top-tier firms as well as under the guidance of a former Chief Justice of India, shaping her into a confident and adaptable individual with a deep respect for professionalism and integrity. With a blend of curiosity, discipline, and compassion, Lawvanyaa brings clarity, dedication, and a collaborative spirit to every environment she is part of.
Finance Manager
Finance Manager with over 8 years of experience specializing in equity market operations and financial analysis. Expertly manages daily financial activities, prepares accurate reports, and supports informed investment decisions.
Prioritizes accuracy, clarity, and timely financial support to empower team success. Known for calm and compassionate nature, values teamwork, continuous learning, and clear communication.
Customer Relationship Manager
Experienced in customer relationship management with a passion for handling numbers, spotting errors, and ensuring perfect balance in all accounts. Supports month-end reports and keeps teams on track with deadlines.
Known for meticulous attention to detail and collaborative efficiency. Courageous and outspoken, readily tackles any task with confidence and direct communication while maintaining smooth workflows.
With over three decades of experience in financial planning and wealth management, Harmoney has built a reputation for trust, expertise, and client-centric solutions.
Our team of Certified professionals from prestigious institutions Financial Planning Standard Board of India ensures that every client receives world-class advice.
Join 500+ satisfied clients who trust Harmoney for their wealth management needs