Deepesh Mehta
Founder
Deepesh, Founder of Happy Investor Finserv LLP and a Certified Financial Planner
CM, brings 19+ years of experience in financial services an
...d is committed to creating informed, confident, happy investors. A passionate advocate of financial literacy, he has conducted 290+ Investor Awareness programs and authored the CNBC-published book Power Your Child’s Financial Future. His approach focuses on simplifying financial concepts and helping investors build healthy, long-term investing habits. Read More
Sujata Iyer
Head of Investments
With 31+ years of experience in quantitative research across India and international markets, Sujata brings deep analytical expertise to Happy Investo
...r. She interacts closely with our clients & monitors investments to develop tailored strategies aligned with client needs, combining research with a strong focus on service. Outside work, she enjoys art, photography, and exploring heritage sites. Read More
Sapna Mahim
Founder Office Manager
With 21+ years of experience in administration and executive support, Sapna brings strong organisational skills and a dependable approach to managing
...day-to-day responsibilities at Happy Investor. She also supports clients with their life and health insurance needs, offering personalised guidance aligned with their requirements. Known for her attention to detail and ability to manage multiple priorities seamlessly, she plays an important role in keeping things running smoothly. Outside work, she enjoys reading, movies, and handicrafts. Read More
Nisha Sonwani
Head of Operations & Client Service
With 14+ years of experience in financial services, Nisha oversees client servicing and transactions at Happy Investor. Her experience with Bajaj Capi
...tal, Way2Wealth, and DSP BlackRock Asset Managers adds strong expertise in wealth management operations and client relationships. Known for her hands-on approach and operational precision, she ensures seamless client experiences. Outside work, she enjoys travelling, food, music, and learning. Read More
Gowtham
Senior Operations Manager
Managing mutual fund transactions worth ₹650 Cr, Gowtham brings 12 years of experience in the mutual fund industry, including 5+ years with Happy In
...vestor. He leads mutual fund operations and client servicing, known for his precision, proactive approach, and seamless execution. With zero transaction-related errors in 5+ years, his track record speaks for itself. Outside work, he enjoys cricket, football, and movies. Read More
Manisha Khetan
Client Servicing Manager
With 11+ years of experience in wealth management operations and client relations, Manisha handles client servicing for 700 families at Happy Investor
.... Known for her hands-on approach, attention to detail, and strong relationship management, she ensures clients receive consistent and responsive support. Her experience and commitment make her a trusted part of the client service team. Outside work, she enjoys travelling, music, and spending time with family. Read More
Vishak Jain B J
Portfolio Solution Manager
An MBA with 4+ years of experience across financial analysis, relationship management, and banking services, Vishak supports portfolio planning and an
...alysis at Happy Investor. With a strong analytical and client-focused approach, he combines financial expertise with a relationship-first mindset to deliver a seamless client experience. Outside work, he enjoys watching YouTube, listening to music, and spending time with friends Read More
Pooja Khatri
Marketing Manager
With 10+ years of experience in marketing strategy and corporate event management, Pooja spearheads end-to-end event marketing, marketing communicatio
...ns, and PR activities at Happy Investor. She also drives technology, automation, and digital initiatives to enhance efficiency and engagement. In her spare time, she enjoys exploring new cuisines, hiking, and camping. Read More
Shirali Kataria
Brand Manager
Shirali brings 4+ years of marketing experience across the UK and India, spanning luxury, hospitality, and digital strategy. As Brand Manager at Happy
... Investor, she leads brand strategy, online and offline presence, social media, content, and creative storytelling. Outside work, she enjoys baking and travelling. Read More
Sharvani G L
Portfolio Planning Manager
An MSc in Finance with 2 years of experience, Sharvani supports clients with personalised, goal-based investment solutions in the mutual fund space. C
...ombining analytical expertise with a creative perspective, she brings a thoughtful approach to her work. Outside work, she enjoys portrait art, painting, playing the flute, and travelling. Read More
Smitha Naik
Operations Executive
Handling client servicing for 100+ families, Smitha brings 7 years of experience in financial services, including time at Karvy. After a 16-year caree
...r break, she returned to the industry with renewed energy and a strong focus on client experience. Known for her empathy, attention to detail, and relationship-first approach, she builds lasting trust with clients. Outside work, she enjoys travelling, gardening, aqua aerobics, music, and movies. Read More
Shivanjli Chaturvedi
Human Resources Manager
Shivanjli brings 4+ years of experience in Human Resources, with expertise in talent acquisition, HR operations, and learning & development. With a ba
...ckground in Psychology, she focuses on fostering a positive workplace culture and supporting employee growth. A published author, she enjoys writing, music, and exploring new places. Read More
Ankita Shah
Senior Operations Executive
Managing mutual fund transactions worth ₹100 Cr+, Ankita brings 2+ years of experience in finance, with expertise in mutual fund investments, client
... relationships, and portfolio servicing. Known for her attention to detail and proactive approach, she ensures seamless execution and responsive client support. Her focus on personalised service helps create a smooth and consistent client experience. Outside work, she enjoys cooking, travelling, and discovering good food. Read More
Radha R
Health & Life Insurance Manager
With 8+ years of experience in insurance, Radha specialises in life and health insurance, helping individuals and families make informed protection de
...cisions aligned with their needs. Known for her personalised approach, she simplifies insurance and helps clients build long-term financial security. Outside work, she enjoys painting, baking, travelling, and learning new skills. Read More
Hari Krishna Reddy
Portfolio Analyst Manager
Hari Krishna Reddy brings 2+ years of experience in mutual fund distribution and banking channels, with prior experience at Tata Mutual Fund. At Happy
... Investor, he contributes to mutual fund research, model portfolio construction and client reviews, combining analytical insights with a goal-oriented approach to help clients make informed investment decisions. Outside work, he enjoys travelling, watching movies and listening to music. Read More
