⚠ Representative Work Sample — Client name and details have been changed to protect NDA agreements. This demonstrates the type and quality of work Harshada Solutions delivers.

Strategic Financial Advisory · Mumbai

Where Capital
Meets Clarity

Independent fee-only advisory for founders, family businesses, and high-growth ventures. Institutional rigour — without institutional conflicts of interest.

Schedule a Consultation → Our Services
₹340Cr+
Capital Advised
AUM
18 yrs
Combined Experience
Team
98%
Client Retention
Trust
Investment Strategy M&A Advisory Tax Optimisation Wealth Planning Capital Structuring Due Diligence SEBI Registered RIA Fee-Only Advisory Investment Strategy M&A Advisory Tax Optimisation Wealth Planning Capital Structuring Due Diligence SEBI Registered RIA Fee-Only Advisory

What We Do

Advisory Built on
Conviction, Not Commission

01
Investment Strategy
Custom portfolio construction, asset allocation, and long-term wealth planning aligned to your goals, risk profile, and tax situation.
02
M&A Advisory
End-to-end support through acquisitions, mergers, and exits — structuring, valuation, due diligence, and negotiation for mid-market transactions.
03
Capital Structuring
Optimising your debt-equity mix, raising growth capital, and preparing for fundraising rounds with institutional investors.
04
Tax Optimisation
Structuring investments and income for maximum tax efficiency — tailored for founders, HNIs, and multi-generational family businesses.

Our Philosophy

The best financial decisions are made from clarity, not fear. We exist to give you that clarity.

We operate on a fee-only model — our advice is never influenced by product commissions. As SEBI Registered Investment Advisors, we are legally bound to act in your best interest at all times. No products. No conflicts. Just honest advice.

AM
Arjun Mehta
Founding Partner
CFA · IIM Ahmedabad · 18 years across HDFC Securities, Axis Capital, and independent advisory.
SR
Sunita Rao
Head of Investments
Former portfolio manager at Franklin Templeton. Specialises in global diversification and tax-efficient structures.
VK
Vikram Kulkarni
M&A Advisor
10 years in investment banking at Kotak and KPMG. Guides mid-market businesses through exits and acquisitions.

Begin Your Journey

Ready for Financial Clarity?

Schedule a confidential 30-minute discovery call. No obligations, no jargon — just an honest conversation about your financial goals.

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