I’m Hemant Rana, a seasoned financial advisor with over 40 years of experience in the finance industry and 18+ years specializing in mutual funds.
I help individuals, families, and businesses grow, protect, and enjoy their wealth with confidence.
Through my association with JM Financial, I offer expert guidance in mutual fund investments, SIP strategies, and goal-based financial planning.
My approach is transparent, client-focused, and built for long-term success.
Let’s work together to create a secure and prosperous financial future for you and your loved ones.
I have always had a passion for helping people make smart financial decisions and enjoy the journey toward wealth creation. With over 40 years of experience in the finance industry — including 18+ years specializing in mutual funds — I have guided individuals, families, and business owners toward achieving their financial goals.
I operate my mutual fund advisory business through JM Financial, offering expert guidance in investment planning, portfolio management, and wealth preservation. My specialties include SIP strategies, goal-based financial planning, and tax-efficient investments. I am dedicated to delivering honest, high-quality advice that helps my clients grow, protect, and enjoy their wealth. When I’m not working with clients, you can find me reading about market trends or enjoying quality time with my family.
Clients
- Salaried Professionals
- Business Owners & Entrepreneurs
- Retirees
- Hindu Undivided Families
- Trust
- NRIs (Non-Resident Individuals)
Services
- Mutual Fund Advisory & Investment Planning
- Goal-Based Financial Planning
- Portfolio Review & Rebalancing
- SIP (Systematic Investment Plan) Strategies
- Tax-Efficient Investment Solutions
Hemant Rana 