Hallmark Defence Investment Services

Hallmark Defence Investment Services is a dedicated initiative of Hallmark Investment, built on a deep understanding of the unique financial and life-stage needs of defence personnel, veterans, and their families.

While rooted in the defence community, our expertise extends to discerning investors, professionals, entrepreneurs, business families, the medical fraternity, retirees, and corporates across India.

 

From First Salary to Pension and Beyond — A Lifetime Financial Partner for the Defence Community.

Our ServicesIntegrated Advisory Under One Trusted Platform
Simple, expert-led solutions across investments, insurance, taxation, legal, medical and real estate advisory.

Investment Advisory

  • Stocks

  • Commodities

  • Mutual Funds

  • PMS & AIF

  • Bonds & Corporate FDs

  • Unlisted Securities

Insurance Advisory

  • Life Insurance

  • Health Insurance

  • Personal Accident Cover

  • Critical Illness Cover

  • Family Protection Planning

  • General Insurance/ Motor Insurance

Retirement Planning

  • Pension Optimisation

  • Tax-Efficient Retirement Deployment

  • Monthly Income Management

  • Succession Planning

  • Second Career Planning

  • Corpus Preservation

Taxation & Compliance

  • SPARSH/ Life Certificate

  • Income Tax Planning

  • Capital Gains Planning

  • NRI Taxation

  • Filing Assistance

  • Documentation Support

Legal Advisory

  • Estate Planning

  • Will drafting & Registration

  • Trust Structures

  • Property Documentation

  • Civil Legal Matters

  • Will Drafting & Registration

Real Estate & Medical Support

  • Bespoke Property Solutions

  • Making Your First Home Affordable

  • Investment in Properties

  • Medical Network Support

  • Senior Citizen Assistance

  • Healthcare Preparedness

Why Choose Us?

Defence Heritage

Built with understanding of the needs of India’s defence establishments, veterans and families.

One Trusted Platform

Integrated solutions for insurance, investments, taxation, legal, medical and real estate advisory.

Expert-Led Advisory

Every domain is managed by experienced specialists for informed and objective guidance.

Client-Centric Approach

Personalized strategies designed to preserve wealth, create value and secure your legacy.

Relationships for Life

Long-term partnerships founded on trust, integrity and continuing family support.

Trusted Across India

Serving defence personnel, corporates, entrepreneurs, doctors, retirees and discerning investors.

Can Your Retirement Corpus
Last Forever?
Many retirees unknowingly deplete their savings.
We help create retirement plans where regular income
continues, inflation is managed, capital remains
largely intact and wealth transfers smoothly.
Check Whether Your Corpus Will Last

People Buy Advisors Before They Buy ProductsMEET THE FOUNDER

Tanvi Jain

Under the strategic leadership of Tanvi Jain, Hallmark Defence Investment Services delivers bespoke wealth solutions rooted in discipline, foresight, and institutional-grade execution.
The advisory practice works closely with discerning families, business owners, and emerging women investors to design multi-asset strategies aligned with their financial vision, liquidity needs, and legacy objectives.

My mission is to help every defence family achieve financial independence with dignity, security and peace of mind.

Our Initiatives

Sahyog

Support for staff, caregivers and families associated with HNI and Ultra-HNI households.

Child Centric

Education, higher studies, career development, marriage, and future generation wealth planning.

Goal Based Fin Planning

Shifts the focus from generic market returns to structured, purpose-driven outcomes.

Legacy Planning

Preserve, protect and transfer wealth efficiently across generations.

Women Empowerment

Women Investment Board for financial literacy, wealth creation and independence.

Income Tax Filing With Expert Support