Deepesh Mehta
Founder
Deepesh, a Certified Financial Planner
CM, is committed to creating happy investors by helping them realise their dreams and long-term goals
.... With 17+ years of experience, Deepesh provides investment services tailored to various life stages, from adulthood to retirement and post-retirement. His passion for financial literacy is evident in his organisation of more than 200 'Investor Awareness' programmes. His book, "Power Your Child's Financial Future", published by CNBC, further highlights his dedication to advance financial education. Read More
Sujata Iyer
Senior Investment Strategist
With 25+ years of experience in quantitative research both in India and abroad, Sujata brings invaluable insights to Happy Investor. Her dedication en
...sures top-quality service for our clients, extending beyond mere investment solutions. She monitors investments diligently and devises tailored strategies. When she’s not number crunching, Sujata loves art, photography, and exploring heritage sites during her travels. Read More
Sapna Mahim
Insurance & Administration
With 20 years of experience in administration and executive assistance, Sapna expertly handles clients' life and health insurance needs while also man
...aging various administrative responsibilities at Happy Investor. Her personalised approach to insurance ensures that clients receive customised coverage for their peace of mind and the security of their families. Sapna is committed to helping clients achieve a secure financial future through comprehensive insurance solutions that align with their life goals. Outside of work, she enjoys reading, watching movies, and indulging in handcraft.
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Gowtham
Operations Executive
With 10 years of experience in the mutual fund industry, Gowtham oversees mutual fund operations and client enquiries at Happy Investor. His proactive
... style ensures clear communication and regular updates, as he skillfully manages both financial and non-financial operations. Gowtham is committed to delivering operations seamlessly to help clients achieve their financial objectives, providing timely solutions that promote customer satisfaction. In his free time, he enjoys playing cricket and football, as well as watching movies to relax. Read More
Ajay Kumar Kola
Research Analyst (Mutual Funds)
Ajay is our resident research specialist with 5 years of experience, and elevates Happy Investor's capabilities in portfolio management, asset allocat
...ion, and identifying new investment opportunities. His dedication to thorough research empowers our team to make well-informed investment decisions, keeping our strategies aligned with the latest economic trends. Ajay's diverse expertise enhances our research capabilities and content quality, while his passion for social welfare reflects his broader interests beyond the financial world. Read More
Pooja Khatri
Marketing Manager
With 7+ years of experience in innovative marketing strategies and corporate event management, Pooja spearheads the marketing efforts at Happy Investo
...r. She oversees the company's online presence, organises engaging webinars, and integrates marketing tactics with digital engagement. Pooja is dedicated to boosting Happy Investor's online visibility and fostering strong client connections. In her spare time, she enjoys trying new cuisines, hiking, and camping in the great outdoors. Read More
Manisha Khetan
Client Servicing
With 11+ years of experience in wealth management operations and client relations, Manisha plays a key role in maintaining smooth client servicing at
...Happy Investor. Her extensive experience helps establish efficient and effective relationships, fostering trust with clients. Manisha is committed to delivering exceptional service, meeting clients’ needs with relatability and care. When she’s not working, she enjoys travelling and exploring new places. Read More
Vishak Jain B J
Portfolio Support Analyst
An MBA graduate with over 2 years of experience as a Financial Analyst and Relationship Manager, brings a strong foundation in banking and financial s
...ervices to Happy Investor. At Happy Investor, Vishak supports portfolio analysis and client service with a focus on adding meaningful value to each investor's journey. Beyond work, he enjoys watching YouTube, listening to music, and spending quality time with friends. Read More
Varun Bhasin
Portfolio Planning Manager
An X.L.R.I alumnus and postgraduate in Business Finance & Investments, Varun brings around 9 years of diverse experience across sales and corporate fi
...nance. He is skilled in driving financial and business growth across varied industries, including insurance, retail, FMCG, and construction. At Happy Investor, he contributes his strong analytical understanding and strategic insights to enhance portfolio planning and client success. Beyond work, Varun enjoys travelling, watching cricket, and playing outdoor sports. Read More
Dora Lakshmi G
Client Servicing
With 16 years of experience across multiple industries, Dora brings a wealth of expertise to her role at Happy Investor. She began her career in the t
...elecom industry, transitioned to stock market operations, and has spent the last eight years in the mutual fund industry focusing on client servicing. Her commitment to excellence ensures that every client receives responsive, high-quality support. In her free time, Dora enjoys travelling, exploring new experiences, and watching movies. Read More
Shirali Kataria
Brand Manager
Shirali brings 3+ years of global marketing experience across luxury, hospitality, and digital strategy. A Marketing Master’s graduate from the Univ
...ersity of Liverpool, she has driven impactful campaigns for brands like Clinique, Estée Lauder, and Ponds across London and Mumbai. At Happy Investor LLP, she blends data-driven insights with creative storytelling to elevate brand presence and connect with audiences. Outside work, she enjoys baking and exploring new places. Read More
Sharvani G.L.
Portfolio Planning Associate
A dedicated Financial Planner with over a year of experience, Sharvani holds an MSc in Finance and is adept at providing personalised investment solut
...ions within the mutual fund industry. She possesses a strong understanding of market trends, portfolio diversification, and client risk assessment. Sharvani is passionate about helping clients achieve their long-term financial goals through disciplined planning and customized strategies. Read More
