Our Story
About HRP Wealth
Your trusted partner for comprehensive wealth management with 30+ years of experience in banking, finance & investments.
Our Mission
Making a Positive Difference in Your Financial Journey
The financial world today is complicated with the availability of a plethora of financial products and platforms. Having the right partner in your investment journey can make the difference between success and failure.
We at HRP Wealth aim to make this positive difference in your life. Working together, we can help you simplify the complexities by focusing on your financial well-being with a holistic, long-term approach tailored to your unique goals.
Incorporated in 2017, with 1,000+ satisfied customers, we are driven by our strong passion to ensure the financial well-being of all our customers. We will help you achieve your financial objectives with the right asset class and product exposure, all stitched together smartly by our experienced and highly qualified team.
Founder & Lead Expert
R.R. Panchal
Retired Canara Bank Branch Manager
With over 30 years of banking, finance & investment experience, our founder brings deep industry knowledge and a customer-first approach to every financial planning relationship.
Having served families and businesses across Ahmedabad and Gujarat, we understand local cashflow patterns, tax behaviour and family responsibilities – and build plans that work in the real world here, not just on paper.
Our Journey
Building Trust, One Family at a Time
Company Founded
HRP Wealth was incorporated with a vision to simplify financial planning.
Rapid Growth
Expanded services and built strong relationships with 40+ AMC partners.
Digital Transformation
Launched online platforms and calculators for better customer experience.
Trusted Partner
Serving 1,000+ families with comprehensive wealth management solutions.
Client Growth & Service Enhancement
Expanded client base significantly while introducing enhanced advisory services and personalized wealth management solutions.
Scaling Excellence
Leveraging advanced technology and innovation to achieve industry recognition while scaling operations with maintained service quality.
Comprehensive Services
Your Single Window to Financial Solutions
We are certified mutual fund distributors recognised by the AMFI (Association of Mutual Funds in India) and also insurance consultants recognised by the IRDAI (Insurance Regulatory and Development Authority of India). You will enjoy single window access to a wide range of financial products, including mutual funds, equities, ETFs, bonds, FDs, PMS, NPS, loans against mutual funds and insurance, adequate to help meet your diverse financial objectives.
What Drives Us
Our Guiding Values
These core principles guide every decision we make and every relationship we build.
Transparency
Clear communication and honest advice in every interaction.
Objectivity
Data-driven decision making without conflicts of interest.
Education
Empowering customers with proper information and knowledge.
Customer-First
Your financial well-being is our top priority.
Long-term Partnership
Building life-long relationships based on trust and results.
Credentials & Partnerships
Trusted by Regulators & Industry Leaders
AMFI Registered
ARN-342284
Certified mutual fund distributor recognised by the Association of Mutual Funds in India, ensuring compliance and professional standards.
NJ Wealth Partner
Pan-India MF Platform
Authorized business partner of NJ Wealth, one of India's leading wealth management firms. Access to research-backed fund selection and seamless execution platform.
IRDA Authorized
Insurance Consultant
Authorized insurance consultant recognised by the Insurance Regulatory and Development Authority of India for term and health insurance solutions.
Ready to Start Your Financial Journey?
Let's work together to simplify your financial planning and achieve your goals with confidence.
