Deepesh Mehta

Deepesh Mehta

Founder & Chief Consultant

Followers of Deepesh Mehta15000 followers
location of Deepesh MehtaBengaluru, Karnataka, India

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  • Timeline

  • Skills

    Investments
    Portfolio management
    Business development
    Complete finanicial planning
    Financial planning
    Team management
    Finance
    Asset allocation
    Financial planning training
    Relationship management
    Investment advisory
    Retirement planning
    Mutual funds
    Management
  • About me

    Author of the book : Power Your Child's Financial Future, published by CNBC TV18 Capital expertise : Mutual funds | Fixed income | Unique wealth management process.

  • Education

    • Seshadripuram College

      2004 - 2006
      BBM Marketing

      Completed Bachelor of Business Management (BBM) with Finance as background.

  • Experience

    • Happy Investor Finserv LLP

      Aug 2007 - now
      Founder & Chief Consultant

      When we are ill we see a Doctor. When we need help on our diet and health we see a Nutritionist or Dietitian. We need the interiors of our home done, we see a Designer or an Architect. Where do you go when you need to make investments ?Why are we so skeptical when it comes to money matters? Why don’t we seek professional help here too as we do in every other area? Want to know how to safe guard your earnings? Want to know how to maximize the benefits from your savings and investments? Want to know where to invest for short term ?Want to know where to invest for long term ? Do you know how much risk you are willing to take or do you know your risk taking capacity ?Are you aware of Mutual Funds that suits your risk profile ?Do you know there is something called Asset Allocation?We suggest investments based on your risk appetite, current market trends and also re-balance your holdings from time to time as per capital market conditions. Are you seeking answers to any of the above questions ... then we need to chat up soon !!! Show less

  • Licenses & Certifications

    • CFP Certification - Global Excellence in Financial Planning

      Financial Planning Standards Board Ltd.
      Sept 2014
      View certificate certificate