Lakshya Jayaswal
HAPPY 2 INVESTT•Kolkata,WB
32 C, NEW ROAD , ALIPORE,
Kolkata, WB, 700027
32 C, NEW ROAD , ALIPORE, Kolkata, WB, 700027
About
Practice at a glance
15
Years of Experience
300
Families Served
₹150
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings: --
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Business & SME Owners, HNI Families, Founders & Entrepreneurs
Language Spoken:Hindi, Bengali, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
MBA (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-180402
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Global Investing
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Lakshya Jayaswal .
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check