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Pruthveesh MG | HappyWise Financial Services | BengaluruPruthveesh MG | HappyWise Financial Services | Bengaluru

Pruthveesh MG

HappyWise Financial Services•Bengaluru
No.12, GF, Jain Temple Cross Road, V V Puram, Bangalore,
Bengaluru, 560004
No.12, GF, Jain Temple Cross Road, V V Puram, Bangalore, Bengaluru, 560004
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About

Pruthveesh has over 11 years experience in the financial advisory domain. He along with Nirmal M Jain who has over 18 years of experience, Co-founded HappyWise Financial Services. His exposure in the industry led to the identification that there is a lot of value to be created for individuals and their families, geared him towards providing unbiased financial advice and wealth management services. His fields of expertise include Goal based planning, Wealth Management, Tax Planning, Loans, Asset Valuation, Investments and Insurance Products. His other interests are playing Cricket, Travelling & Numismatics.

Practice at a glance

11
Years of Experience
150
Families Served
₹140
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

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BE – Bachelor of Engineering, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 34 – General Insurance Agent Examination, IRDAI IC 38 – Life Insurance Agent Examination

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
PMS
SIF
AIF

Complimentary Services

Get any of the free services to experience working with Pruthveesh.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop
Tax-Saving Review
Loan & EMI Review