What Benefit Do You Get?

 

 

Financial Planning

Mutual fund investments

We help individuals maximize the value of their investments as per their risk profile and product suitability.

A CFO for your family

Appointing us helps you to spend more time with your family.

Testimonials

ChandrashekarCommitment and dedication

Commitment and dedication with Professional Mutual Fund investments from Mr. Deepesh Mehta have been the most valuable asset. Our family financial investments have been strategically set in consultation with him and we strongly believe it will help us in the long term. I sincerely appreciate Mr. Deepesh Mehta for his patience during the periodic review. Now, With SIP investments in Mutual Funds, I have taken some equity exposure to beat inflation. Appreciate and thank Mr. Deepesh Mehta for providing a structured framework for my investments.

Chandrashekar, R&D Manager – Nokia Networks

anonymousPersonalized attention

I have been benefitting from Happy Investor Finserv LLP Mutual fund investment services for two years now and am delighted with the level of personalized attention and care given to me. Deepesh, in particular, has gone above and beyond to allay my concerns, reassure me when necessary and most importantly, take care of my needs so that I can concentrate on other areas.  I am eternally glad that I stumbled upon Happy Investor Finserv LLP and look forward to a long and prosperous association.

Aparna Subramanyam, Brand + communications strategist.

avatarExceptional Advice

I know Deepesh Mehta since 2007 and his timely and exceptional Mutual fund understanding has made me believe in asset allocation and the journey has been fruitful. Truly appreciate the wonderful investment assistance he is providing.

Mahesh Leelaramlal(Retired), Client since 2007

avatarRight Mutual Fund Distributor

Finding the right doctor for your sickness is the first step to cure. Finding a right Mutual fund distributor for your investments is Deepesh Mehta. Put your trust in him and he will do the rest to his complete best.

Anand Director of Chithra Constructional Consortium, client since 2007

avatarImmense Help

Deepesh has been of immense help in handling my Mutual Fund investmemts. He keeps abreast with the new trends in the industry and updates me with suitable financial options on a regular basis. His advice and support has helped me stay assured that my hard earned money is under right advice. And more than anything else, I can reach him anytime for clarifications and help.

Shoba Rao Editor, Client since 2008

avatarSincere & Hardworking

Deepesh is a sincere hardworking, smart and intelligent person. It is only because of Deepesh that I have been able to bring in a discipline into my investments. He is able to carefully work on your Mutual Fund investments based on your risk taking ability.. What’s best is that he can help you invest a lot of money in a systematic manner and also at the same time ensure you have lots more left to spend and have a good life, this way you have the best of both worlds! With Deepesh around as my Mutual fund distributor – I feel like I don’t have to worry about anything, he is a call or an SMS away for anything that I need. He keeps track of everything making life very easy and simple. THANK YOU, Deepesh!

Urvashi Subbaiah Sales Manager at Hilton Hotels, client since 2014