ABOUT US
During my long corporate stints – most people spent adequate time achieving their professional goals but achieving personal goals of financial wealth and well-being were being compromised. One key reason for this was the inadequate levels of financial literacy, lack of time, and lack of understanding about its importance. We decided to set up a personal financial solutions firm, with the objective of making people financially healthy and happy. Hence the name “Happy Niveshak”, which denotes
“A state of financial self-awareness and freedom ”
Becoming part of Happy Niveshak is about becoming financially literate, and then making conscious, long-term financial choices that take you toward financial well-being and freedom. As you would realise, achieving financial well-being in today’s real world is a necessary and critical step towards achieving overall well-being in your life.
ABOUT US
During my long corporate stints – most people spent adequate time achieving their professional goals but achieving personal goals of financial wealth and well-being were being compromised. One key reason for this was the inadequate levels of financial literacy, lack of time, and lack of understanding about its importance. We decided to set up a personal financial solutions firm, with the objective of making people financially healthy and happy. Hence the name “Happy Niveshak”, which denotes
“A state of financial self-awareness and freedom ”
Becoming part of Happy Niveshak is about becoming financially literate, and then making conscious, long-term financial choices that take you toward financial well-being and freedom. As you would realise, achieving financial well-being in today’s real world is a necessary and critical step towards achieving overall well-being in your life.
PHILOSOPHY
Our motto is to give family jaisi advice that is unbiased, competent, and personalized.
Happy Niveshak is all about helping people achieve their goals and to find their version of ‘Happiness’.
The goal is to simplify life for investors by providing a simple yet effective solution for their long-term financial goals.
The biggest thing about successful investing is time, discipline, and patience. No matter how great the talent or effort is, some things just take time. You don’t have to be particularly smart; you just have to be patient.
We also believe in simplicity and at times you will regard us as boring, but we will never sacrifice prudence for the sake of providing excitement
OUR STORY
Happy Niveshak was born with a single objective to help and handhold clients towards the journey of wealth creation and achieve their life goals.
We understand that no two people are alike when it comes to investing and hence a customised tailor made investment solution through risk profiling is the foundation of building investment portfolios.
We are experts at what we do and for us our success lies only in making our clients meet their investment objectives. We love the fact that we are known and respectably our clients and the industry for our unique business model and our conflict free advice
With 76% of Indian adults being financially illiterate, we knew that financial well-being is the need of the hour. Happy Niveshak conducts interactive sessions on personal finance with individuals across industries to guide people on the road to wholesome financial well being.
OUR STORY
Happy Niveshak was born with a single objective to help and handhold clients towards the journey of wealth creation and achieve their life goals.
We understand that no two people are alike when it comes to investing and hence a customised tailor made investment solution through risk profiling is the foundation of building investment portfolios.
We are experts at what we do and for us our success lies only in making our clients meet their investment objectives. We love the fact that we are known and respectably our clients and the industry for our unique business model and our conflict free advice
With 76% of Indian adults being financially illiterate, we knew that financial well-being is the need of the hour. Happy Niveshak conducts interactive sessions on personal finance with individuals across industries to guide people on the road to wholesome financial well being.
