Happy Investor Finserv LLP(formerly Known as Grow Wealth) is a Mutual Fund Distributor(MFD) firm founded by Mr Deepesh Mehta, who is a CERTIFIED FINANCIAL PLANNER (CM)
Starting from an initial client base of around 15 to 20 in 2007, Happy Investor Finserv LLP has grown from strength to strength and currently handles more than 300 client portfolios, both domestically and internationally. Happy Investor Finserv LLP is an AMFI registered distributor with registration No. ARN-174074
We are committed to:
- Delivering the right mutual investments to every family.
- Providing product suitability and excellent customer service.
- Empowering families to invest right.
- Meeting our customer requirements.
- Maximising benefit for our stakeholders.
Deepesh Mehta
CERTIFIED FINANCIAL PLANNER(CM)Deepesh’s clients identify him as one who gives ‘Right Mutual Fund investments’ suited to all life stages–from youth, mid-life, to post-retirement. His passion for his work drives him to help his clients realize their dreams.
He has been at the forefront in spreading financial literacy across Bangalore and other cities, by conducting “Investor Awareness” programs. Deepesh also trains at various institutes on topics about personal finance and investments that matter.
His excellent Mutual Fund Portfolio construction has been taken positively by his clients, who appreciate his simple yet effective process. He has recently authored a book which was published by CNBC titled ‘Power Your Child’s Financial Future’ – 7 Strategies that every parent should know.
He lives in Bangalore with his wife and other family members.
Geetha Jain
Head-Customer ServiceGeetha is in charge of Operations at Happy Investor Finserv LLP. She knows every client, be it, individual or family, by name and family background. Clients are most assured of taking or handing over any instructions to Geetha and do so in complete trust. She has a tight grip on all operations and is ever ready to assist with any requirements. Geetha also ensures that the entire team is aware of and is in the know of what needs to be done when. Other than work Geetha is passionate about reusing and recycling to reduce waste. She loves watching movies too.
Sujata Iyer
Head- Research & StrategySujata’s two decades in quantitative research in India and overseas helps her add value to the processes, practices, and strategies followed at Happy Investor Finserv LLP. She ensures we deliver quality to our clients beyond just investment. She keeps a constant watch on your investments and devises further strategies along with Deepesh. When not number crunching, she indulges in art, photography and heritage travel
Sapna Mahim
Insurance & Admin
Gowtham
Operations & Client ServicingGautam handles all Operations related to financial and non- financial transactions. He is also responsible for attending to all client queries via email and chat and keeping investors updated with regular portfolio summary statements. He also co-ordinates with all AMCs for documentation and resolving of any complaints. Gautam loves to play cricket and football and watch movies in his free time.
Dishant Maheshwari
Research Analyst & Portfolio ManagerDishant looks after the basic in-house research for the team. He is responsible to monitor the performance of the various funds we recommend to our Clients.
He also keeps a close track on the various developments in the market that is shared in published and other media. He keeps the team abreast of all such developments.
Dishant hails from Gujarat and is currently based in Bangalore.
Ajay Kumar Kola
Portfolio ReviewsAjay is responsible for Portfolio Reviews. He is a Certified Financial Planner (CFP) from FPSB India Ltd which is one of the world class financial planning boards authorized for 26 countries. Ajay has 5 years of experience in the Financial Planning field along with Content Writing and a YouTube anchor.
Other than work Ajay is passionate about social welfare.