Everyone has a journey.
Your journey is at the heart of everything I do.
Knowing you better means serving you better.
Let’s take this journey together.

Everyone has a journey. Your journey is at the heart of everything I do. Knowing you better means serving you better. Let’s take this journey together.

We Start with Your Journey

In our first meeting, we explore where you’ve been, what you value, and the future you envision. This helps me understand your journey, and often helps you see it more clearly too.

We Start with Your Journey

In our first meeting, we explore where you’ve been, what you value, and the future you envision. This helps me understand your journey, and often helps you see it more clearly too.

We Build a Portfolio Around What Matters

Every journey has meaningful financial milestones. We identify yours and build a portfolio designed to support them —tailored to your risk profile, your timeline, and the life you’re working toward.

We Build a Portfolio Around What Matters

Every journey has meaningful financial milestones. We identify yours and build a portfolio designed to support them —tailored to your risk profile, your timeline, and the life you’re working toward.

I Stay with You as Life Changes

Every journey unfolds over time, with new chapters and unexpected twists. As your life evolves, I stay by your side—helping you adjust, clarify, and keep sight of your long-term vision. Regular reviews ensure your portfolio stays relevant, while celebrating milestones becomes a shared part of our journey. This is the journey I walk with you—built on trust, clarity, and purpose.

I Stay with You as Life Changes

Every journey unfolds over time, with new chapters and unexpected twists. As your life evolves, I stay by your side—helping you adjust, clarify, and keep sight of your long-term vision. Regular reviews ensure your portfolio stays relevant, while celebrating milestones becomes a shared part of our journey. This is the journey I walk with you—built on trust, clarity, and purpose.

Wealth Essentials – Services I Offer

Investments

Investments are a key part of your financial journey, helping you reach important milestones. Mutual funds provide simple, diversified access to a broad range of assets — equity, debt, and commodities — across sectors, industries, and geographies. We tailor your portfolio to align with your goals and risk profile, balancing growth and stability.

Risk Mitigation

Every journey has its uncertainties — moments we can't predict, but can prepare for. We review the insurance coverage you already have, identify gaps, and ensure you're protected against illness, accidents, loss, or liability. With life, health, and personal accident insurance in place, your journey stays secure — even when life takes an unexpected turn.

Estate Planning

Every journey deserves to continue with intention. Estate planning ensures your wishes are honored—in life, in incapacity, and beyond. From wills and trusts to powers of attorney and healthcare directives, each element helps secure your legacy. With guidance from a trusted legal partner, everything aligns—so your journey unfolds just as you envisioned.

Investments

Investments are a key part of your financial journey, helping you reach important milestones. Mutual funds provide simple, diversified access to a broad range of assets — equity, debt, and commodities — across sectors, industries, and geographies. We tailor your portfolio to align with your goals and risk profile, balancing growth and stability.

Risk Mitigation

Every journey has its uncertainties — moments we can't predict, but can prepare for. We review the insurance coverage you already have, identify gaps, and ensure you're protected against illness, accidents, loss, or liability. With life, health, and personal accident insurance in place, your journey stays secure — even when life takes an unexpected turn.

Estate Planning

Every journey deserves to continue with intention. Estate planning ensures your wishes are honored—in life, in incapacity, and beyond. From wills and trusts to powers of attorney and healthcare directives, each element helps secure your legacy. With guidance from a trusted legal partner, everything aligns—so your journey unfolds just as you envisioned.

Hitesh Surendra Udani

Evangelises Walking for Health and Minimalist Living.

Hitesh (b. 1969) enjoys reading, writing, and travelling. His IKIGAI finds expression in his roles as a father, a friend, a coach, a writer, and a conversationist, helping people create the lives they want to live. After earning his B. Com from Mumbai University and a D.M.M from Xavier’s Institute of Management, Hitesh had a twenty-five-year learning career in advertising, marketing, communication, retail and business coaching. Then, he had the epiphanies that led him to a career in the Financial Services Sector.

My Journey with Clients — Narrated Through Their Experiences

"It has been both a privilege and a pleasure to know and work with Mr. Udani over the years, especially as his very first client. His knowledge and thoughtful guidance have played a significant role in shaping my personal financial journey. I deeply value his integrity, consistency, and genuine commitment to understanding his clients and building lasting relationships. His counsel has been truly invaluable, and I am confident that many others will benefit from his expertise. I extend my warmest wishes for his continued success."
SPL, Seafarer, Client since 2016
"I have been associated with Mr. Udani for over eight years. During this time, I’ve gained not only financial literacy but also the clarity and confidence to make empowered decisions. He explains everything so clearly, making it easy to understand. I truly appreciate his support and would highly recommend him to anyone looking to achieve financial independence."
JK, Aviation Sales Professional, Client since 2017
"Hitesh has been a trusted partner to our family, guiding us with goal-based investments. The biggest change he has brought is instilling the habit of disciplined investing. He has grown to be a friend and financial mentor. I highly recommend his calm and mature style that inspires trust—the cornerstone of any financial decision. I wish him the very best in his journey of adding value to others."
CM, Senior L&D and HR Professional, Client since 2017
“When I retired in 2019, I felt the need to invest my retirement corpus wisely so it could last me a lifetime. I was referred to Hitesh by a close relative. Hitesh guided us with care, keeping in mind our emergency needs, lifestyle, travel and holiday plans, as well as building wealth for the long term. He takes the time to explain everything patiently and his deep knowledge gives us confidence and peace of mind.”
JD, Retired Senior Executive Assistant, Client since 2019
"As someone in the early stages of my career, working with Mr. Udani has made a big difference. He’s helped me understand how to start building wealth and plan for the future—without feeling overwhelmed. His calm, steady approach and timely guidance have kept me focused and confident. I really appreciate how he supports me with just the right balance of encouragement and accountability. It’s reassuring to know I’m building good financial habits early on."
HA, Chartered Accountant, Client since 2019
"I can see a big difference in the way I now approach my investments, and it’s thanks to Hitesh. Earlier, I often felt uncertain, but he’s been so patient in explaining things, no matter how simple or basic my questions were. That kind of support has given me the clarity and confidence I was looking for. I also appreciate how he always follows up on time and makes sure nothing slips through the cracks. It feels reassuring to know I’m not navigating this alone, but with someone I can trust completely."
SA, Lead Frontend Developer, Client since 2022
Scroll to Top