Hardik Thakkar

Cusp Money Advisors

Registered Investment Advisor

Service Location

Ahmedabad

Professional Licenses

SEBI RIA

#INA000020004

Fee Based Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a hybrid structure, offering professional advisory services for a fee, while often providing integrated execution services that may involve separate distribution arms.

Contact Information

Address

401, Gala Hub, Near Basant Bahar Club, Bopal Road, Bopal, Ahmedabad - 380058, Gujarat.

Website

https://www.cusp.money/

Client Focus & Services

Best suited for

Investors seeking fiduciary advice with legal obligation to act in their best interests. High-net-worth individuals, families, and institutions looking for comprehensive wealth management, portfolio construction, and ongoing investment guidance under strict regulatory oversight.

Problems solved

Portfolio underperformance, lack of investment strategy, regulatory compliance concerns, fiduciary duty assurance, complex portfolio management, succession planning, risk management, systematic rebalancing, performance evaluation, tax-efficient investing.

What this advisor does NOT do

This advisor does not offer independent investment products outside their platform. They do not provide guaranteed returns or fixed-income promises. They do not offer tax return preparation or legal document drafting. They do not provide daily market speculation or short-term trading strategies. Distribution arm products may involve separate compensation.

About Hardik Thakkar

Cusp Money Advisors, founded by CA Hardik Thakkar, stands as a modern financial companion designed to help individuals and families track, plan, and grow their wealth with precision and purpose. The firm functions as a financial alter ego, empowering clients to take control of their finances while ensuring that every aspect of their financial lives—from income and investments to expenses and insurance—is effectively managed. Cusp’s philosophy is rooted in accessibility and adaptability, catering to clients at different life stages and financial journeys.

What sets Cusp apart is its personalized and inclusive approach, crafted to resonate with diverse profiles. For breadwinners, it offers a comprehensive framework to monitor income and EMIs, transforming them into disciplined planners ready for future milestones. Super moms balancing work and home find in Cusp a reliable partner to track expenses and build long-term family security. Students and side-hustlers learn to cultivate smart money habits, while retirees gain tools to transform assets into dependable monthly income, ensuring a peaceful and financially confident retirement.

At its core, Cusp Money Advisors is more than just a wealth management platform—it is a holistic financial ecosystem built to simplify decision-making and foster long-term prosperity. By blending professional expertise with intuitive financial planning, the firm helps clients not only track their financial movements but also transform their habits and ultimately thrive in achieving financial freedom.

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