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Goal Based
Unbiased
Expect a friend with financial direction & clarity for your life from HappyWise because our solutions is well researched, disciplined, profitable & values your financial goals.
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Investor Acumen Analyzer
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IAA (Investor Acument Analyser) is a tool developed by HappyWise Financial Services. It aims to identify the risk required to meet your investment objectives, your risk capacity and your tolerance to risk. This will lead you to the best asset allocation strategies for your current and future investment portfolios. Diversifying your assets and investments based on the above has been proven to give better risk-adjusted results to your overall portfolio and achieve your goals faster and with more peace of mind. Go ahead and take the test that will matter the most in your investment journey.
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IAP (Investor Awareness Program)
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Thank you for stopping by. As per statistics, only 27% of the people in our country are financially literate, and this has a huge impact on their life. The IAP (Investor Awareness Program) is a one-hour webinar conducted by our co-founders, twice a week, where anyone interested to learn about finance is welcome. It does not matter whether you’re a student, a housewife, a professional, an employee, a businessman, or anyone, really. You are welcome to attend our IAP. Please note that you will not be charged for this. And if you’re worried about us inducing you to take up our services, don’t! This is a no-obligations session. We are here to spread financial awareness. We hope to see you there, soon!
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At HappyWise we help you identify the financial support system you need to have in place for every aspect of the ideal lifestyle you’ve dreamt – whether it’s a owning a home on the beach, spending three years traveling the world or both.
After identification we get you grounded in the reality of numbers, research costs and project price tags so that you can see your dream broken down to tangible next set of steps and achievable targets.
We invite you to become a part of our Happy & Wise Family of clients. Request a call back with us TODAY!
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We are here to help you take control of your financial future.
Below are some of the services we offer.
Happiness and Wisdom
elude those that never created a financial plan.
Pruthveesh has been of great help in planning my investments in my home country India. He has supported me through short term Financial Services while helping me work towards longer term financial objectives.
He has been helpful in making me understand and cover my risks and plan for my family and future. Pruthveesh has consistently provided warm & responsive service.
Have been associated with Nirmal for my investments and planning for 5+ years now. Being in similar field he has been of great help to get a second opnion and help me in my personal family investment approach and decision making. Also, I have been a great fan of goal based investment planning approach and I recommend to one and all.
Mr. Pruthveesh is our Financial Consultant for about a year and a half. His contribution towards my Financial Services was immense. Before the Corona Pandemic all the products suggested by him were growing at a steady pace.
My learnings from him are:
1. Have a goal based investment like for children’s education, own retirement, buying some property etc.
2. It is important to invest regularly and treat investment as a necessary expense.
3. It is important to time the entry and exit on goals previously fixed and not on whims or gut feeling.
Finally I can say Mr.Pruthveesh was of great help in understanding the intricacies of investment planning. He has a good knowledge in this field, ability to convince and encourage good and effective investments, eye for harnessing the right opportunity and a sense of concern for his clients.
Holistic financial advice was what I got from Mr. Pruthveesh. Knowledge and passion in his field of work, dedication to clients, business excellence and education sets him apart. He has taken time to help me set my short term and long term goals and has provided me with a realistic solution to get there. He has helped me to have a balanced portfolio taking into account my liabilities. I recommend Mr. Pruthveesh to anyone who wants to achieve a secure financial future.
"Nirmal and Pruthveesh were very friendly right from the initial contact. They explained what the financial planning journey would entail which helped answer all the questions I had in mind.
After working with them for the past two months, I can confidently say they are genuinely interested in helping you make the most out of your wealth and plan for the better."
HappyWise follows industry best practices for transferring & storing all client data. Your data is stored on servers secured by state of the art intrusion prevention & detection technology. All transfers of data between your device and servers are encrypted.
Access to data even by HappyWise personnels is subject to strict data access policies. Peace of mind on the end of security of your data is more than assured.