As Wealth Management Specialists, we at Happy FinServ understand that managing wealth can be a challenging task, especially when you have a variety of financial goals to achieve. That’s why we offer comprehensive wealth management services to our clients, helping them to navigate the complex world of investments and achieve their financial objectives.
Led by Madhur Kukreja and Dinesh Kukreja, we have been providing wealth management services for over 30 years and have served over 2000 families across the globe, managing assets worth over 200 crores.
Our team of experienced financial advisors at Happy FinServ is committed to providing customized solutions that meet the unique needs of our clients. Whether you are looking to invest in fixed income or growth products, plan for retirement, manage taxes or plan your estate, we can help.
We understand that each client has unique financial goals and objectives, which is why we take a personalized approach to wealth management. Our team takes the time to understand your current financial situation, assess your risk tolerance, and design a comprehensive wealth management plan that helps you achieve your goals.
At Happy FinServ, we offer a range of wealth management services, including:
- Investment Management: We help our clients make informed investment decisions based on their financial goals, risk tolerance, and market conditions.
- Retirement Planning: Our team helps you plan for your retirement by developing a comprehensive strategy that ensures you have enough savings to last a lifetime.
- Tax Planning: We help you manage your taxes by identifying opportunities for tax savings and minimizing tax liabilities.
- Estate Planning: We help our clients plan their estates, ensuring that their assets are distributed according to their wishes.
We take great pride in the personal relationships we build with our clients, and we believe that trust is the cornerstone of our business. Our goal is to provide exceptional wealth management services that help our clients achieve their financial goals and objectives.
Contact us today to schedule a consultation with one of our experienced wealth management specialists. Call us at +91-9318415366 to learn more about how we can help you achieve your financial goals.