About Us
We are dedicated to delivering quality, innovation, and trust in everything we do.
About Our Company
Our Story
Harnez Fin Wealth was founded on the belief that true wealth management requires a commitment that goes deeper than market returns.
Our Company Skill
Our team of Certified Financial Planning [CFP®] professionals brings decades of combined experience guiding families, executives, and entrepreneurs through complex financial landscapes. We are independent, allowing us to offer objective advice, free from external bias. Beyond financial planning our team has diversified work experience in various financial domains such as Retail Banking, Relationship Management, Investment Solutions for Corporates and Individuals, Portfolio Management, Asset Management, Financial Planning, Financial Products Distribution, Business Consultancy, Financial Education Training and Security Analysis and Stock Broking.
The Driving Team
A collective of experts committed to your success.
Hareesh M V
CERTIFIED FINANCIAL PLANNER®
Director - Wealth Management
Anish Chandran C V
CERTIFIED FINANCIAL PLANNER®
Chief Strategist - Wealth Management
Sasi Rekha R
Associate – Client Relations & Operations
The Navigating Team
Adarsh G Sadanandan
Industrial Consultant, Dubai, UAE
NCMA certified Senior Contracts & Procurement Oil& Gas Professional. NCMA(CPCM)certified Senior Contracts Specialist with over 20 years of extensive experience in the oil and gas industry in executing EPC projects, have a proven track record of enhancing operational efficiency through strategic contract negotiations and supplier/subcontract management. Ensured all contracting activities support project and business objectives, while complying with legal, technical, commercial and industry standards.
Randeep Sasidharan
Technical Consultant, Bengaluru , India
Seasoned leader with over 25 years of experience in software product development, program management, and delivery management. My expertise spans various domains, including Healthcare, Retail, E-Commerce, Travel & Transport, and Airport sectors. I have a proven track record of driving end-to-end product lifecycle management, from ideation and design to development and post-deployment support for complex software systems. I thrive leading cross-functional teams and ensuring we meet our timelines and quality standards.
As a Certified Agile Scrum Master and AWS Solutions Architect – Associate, I have successfully transitioned platform offerings to cloud-native architectures and led high-impact product innovations. My experience includes collaborating with global stakeholders and delivering successful engagements across multiple countries. I am skilled in managing engineering support functions and have played a pivotal role in achieving CMMI Level 5 assessments, reinforcing my commitment to engineering excellence.
Navin Raghupathy
Global Business Consultant – Duisburg, Germany
25 years of work experience in Photogrammetry, Steel and office furniture Industry across various business functions including IT, operations, quality and planning . 16 years of Experience in implementing complex Variant Configuration (SAP-LO-VC/AVC) solutions . Led 4 End-to-End SAP implementations in manufacturing industries (Photogrammetry, Steel, Office furniture, Paints) . Presented case studies in Configuration Work Group (CWG) conferences in Florida (USA) and Berlin (Germany). Experienced in handling and leading International Teams and clients (Asia, Europe and North America)
Midhun S Kumar
Business Consultant & Entrepreneur – Muscat , Oman
“Midhun S Kumar, based in Muscat, Oman, is a highly accomplished Civil Engineer and a serial entrepreneur, currently serving as a Director at Medinat Al Sindbad Trading & Contg. With extensive expertise in large-scale construction project management, Midhun brings a proven track record of successfully overseeing complex developments from inception to completion. His deep understanding of civil engineering principles combined with his entrepreneurial drive positions him as a leader capable of delivering exceptional results in the construction industry.”
Anoop S
Serial Entrepreneur , Thrissur, India
Anoop S. is a highly successful *serial entrepreneur* who leveraged his foundational expertise as a *telecom engineer* to build a diverse and thriving business portfolio. His ventures span several key sectors, demonstrating comprehensive leadership and strategic acumen across *facilities management, asset management, real estate, infrastructure development, manufacturing, Agri Business and food chains*. Anoop’s career is defined by his ability to identify market gaps, scale diverse enterprises, and drive operational excellence across multiple, complex industries.
Girsh Nambiar
Founder and Managing Director – Safebridge Investment Services Pvt Ltd
Girish Nambiar, the Founder and Managing Director of Safebridge Investments Services Private Limited, is the architect behind the firm’s guiding principle: “Growth with Reliability.” Girish has forged a distinguished, nearly three-decade-long career in private banking and wealth management, holding senior positions at industry leaders like ICICI Bank, HDFC Bank, and Aditya Birla Capital. He serves as the chief architect for the sustainable growth of client wealth, partnering with them through robust, long-term planning and remaining consistently engaged to provide professional support when needs arise. The cornerstone of his organizational ethos is Reliability, credentialing him as a leader who prioritizes fiduciary duty and absolute transparency. Under his direction, Safebridge’s operational and compliance frameworks are engineered to be impervious, ensuring clients with peace of mind regarding the security and integrity of their investments.
Priya Menon
Service Manager – Safebridge Investment Services Private Limited
A highly accomplished leader in operations and service, Priya Menon brings over 20 years of experience cultivated at prominent institutions, including HDFC Bank, Aditya Birla Wealth, and ICICI Bank.
Priya’s core specialization is the strategic management of operational platforms, ensuring the flawless execution of complex investment allocations. Her career has been dedicated to designing and extending high-end services specifically tailored for HNIs.
She is distinguished by a customer-first mentality paired with exceptional problem-solving abilities. This dual expertise positions her as a critical asset, directly responsible for driving organizational efficiency while simultaneously guaranteeing the highest standards of client satisfaction and operational integrity.
Prathapan Bahuleyan
Head – Brokerage and Dealing Services – Safebridge Investment Services
A senior professional specializing in high-stakes trade execution, Prathapan B. brings more than two decades of unparalleled experience as a Stock Broking Dealer. He has successfully handled the dealing terminal for prominent firms such as IIFL, Capstocks, Hedge Equities, and Angel Broking, encompassing critical functions within both PMS and Proprietary trading desks. Prathapan is recognized as a client-centric official who excels at navigating market volatility and providing the disciplined, accurate execution required to support complex investment strategies.
Aswin P S
Social Media Consultant- Finance Content Creator: @AswinOnFinance
Aswin PS is a dynamic entrepreneur, content strategist, and technology innovator dedicated to solving India’s youth savings crisis through education and technology. As the Co-founder of Flickthrough.in, Aswin has cultivated a leading digital community of 81,000+ followers on Instagram, where he educates a large audience on business and marketing principles. Leveraging this expertise, he also runs a specialized content creation agency, producing high-value educational content for brands. His core skills include sophisticated social media strategy, clear communication, and creative writing. Aswin is currently spearheading a major new project: a budgeting application designed to help young Indians effectively manage their money. This initiative is driven by his profound passion for addressing the national savings crisis with innovative, practical solutions. Aswin possesses a strong analytical background, holding B Tech degree in EEE. His academic rigor is further demonstrated by the publication of two research papers in prestigious forums on complex topics, including augmented reality and epilepsy detection
Jyothish Rajasekhara Prasad
Consulting Financial Services Professional , Thiruvananthapuram.
Rajasekhara Prasad Jyothish is a financial services leader who has dedicated over three decades to providing high-quality financial services. He is renowned for building a solid reputation founded on excellence in client service and satisfaction. Jyothish is an accomplished alumnus of IMK, Thiruvananthapuram. His industry standing is robust, being recognized as one of the top mutual fund distributors in Thiruvananthapuram. His expertise was recently formalized with a significant international honour: he is the recipient of an Award in International Wealth Management from Moody’s Analytics in 2024. This distinction underscores his technical proficiency and global standard of practice.