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Deepesh R Mehta | Happy Investor Finserv LLP | BengaluruDeepesh R Mehta | Happy Investor Finserv LLP | Bengaluru

Deepesh R Mehta

Happy Investor Finserv LLP•Bengaluru,KA
No.276, 1st Floor, 67th cross, 5th Block, Rajajinagar,
Bengaluru, KA, 560010
No.276, 1st Floor, 67th cross, 5th Block, Rajajinagar, Bengaluru, KA, 560010
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About

Mr Deepesh Mehta is a CERTIFIED FINANCIAL PLANNER(CFP)(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.

Practice at a glance

18
Years of Experience
700
Families Served
₹675
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

Education

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Children’s Goals
Buy a Home
Save Taxes
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds