The purpose of wealth is to give you
Freedom.
Happiness.
Experiences.
Flexibility.
Choices.
Peace of Mind.
Get unbiased, ethical and competent advice at Happy Niveshak.
Happy Niveshak is
not for you
- If you are in hurry and want to become rich quick,
- If you track your portfolio on daily basis,
- If you believe Investing should be exciting,
- If you believe that you can time the market
- If you prefer complex products over simpler ones.
If your focus is on winning the race, we may not be the right fit. But if your goal is to complete the race comfortably, at your own pace, without the pressure of competing with others, Happy Niveshak is here to support you.
Chase goals not returns
01 Risk
Risk Planning
Emergency Fund
An emergency fund is crucial savings to handle unexpected expenses or financial crises, ensuring your financial safety.
Risk assessment
Risk assessment identifies, evaluates, and prioritizes risks to make informed decisions and protect your financial well-being.
Insurance Planning
Term and health insurance are essential pillars for building a strong and secure financial foundation.
02 Investment
Investment Planning
Risk Profiling & Budgeting
Risk profiling assesses your risk-taking ability, while budgeting ensures effective investment with available resources.
Asset Allocation
Asset allocation divides investments across equities, debt, real estate, and gold, aligning with goals, risk tolerance, and timelines.
Retirement Planning
Strategically saving and investing today ensures financial security and comfort for your future post-retirement life.
03 Tax
Tax & Estate Planning
Tax Planning
Identify tax-saving opportunities and strategies to effectively reduce your tax burden and increase financial efficiency.
Estate Planning
Estate planning secures your legacy, ensuring assets are preserved and passed on as per your intentions.
Wealth Preservation
Protect and grow your assets over time to ensure long-term financial security and stability.
Why Us
Happy Niveshak:
Your Trusted Partner for Money Matters
At Happy Niveshak, we understand that managing your finances can sometimes feel overwhelming.
That’s why we’ve created a safe and welcoming space where you can openly discuss all your money-related concerns, no matter how big or small.
Whether you’re planning your investments, budgeting for your dreams, preparing for retirement, or navigating complex financial decisions, our mission is to empower you with the knowledge and tools to take charge of your financial future.
A decade of proven financial expertise.
Serving a thriving community of satisfied customers.
Conducted financial literacy sessions at corporates, Schools, Colleges etc
Happy Niveshak's Offerings
Core Values
Confidentiality and Trust
Transparency
Empathy and Understanding
Expert Guidance
Actionable Solutions
OR REACH US AT:
We
are
better
together.
Drop your contact details into the form, and we’ll reach out to you!
- +91-7829619771
- Hemant@happyniveshak.com
- 540, Rani Sati Nagar, Ajmer Road, Jaipur, 302019
