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HappyWise Financial Services

Financial ServicesBengaluru Urban

Personalised goal based unbiased financial services and investments in Bengaluru.

+917411103057WhatsAppWebsite

About HappyWise Financial Services

HappyWise Financial Services is a financial advisory and investment firm based in Bengaluru Urban, Karnataka. Located near the National College Metro Station in V.V. Puram with an additional office in Vijayanagar, the company offers comprehensive financial planning, investment solutions, retirement planning, insurance solutions, taxation services, and inheritance management to individuals, families, and business professionals.

Founded by industry veterans Nirmal Jain and Pruthveesh MG with over 10 to 14 years of experience.Offices located in V.V. Puram and Vijayanagar, Bengaluru.Offers proprietary Investor Acumen Analyzer tool for risk profiling and asset allocation.Conducts free weekly Investor Awareness Program webinars to promote financial literacy.Strict data security policy featuring encrypted data transfers and secure server storage.

Services and products

  • Comprehensive Financial Services
  • Insurance Solutions
  • Retirement Solutions
  • Taxation Services
  • Inheritance Management Services
  • Investment Solutions
  • Investor Acumen Analyzer (IAA)
  • Investor Awareness Program (IAP)

Business details

Category
Financial Services
Address
GF 12, Jain Temple Cross Road, Station, near Metro Station National College
Pincode
560004
Phone
+917411103057
Email
contact@happywise.in

Frequently asked questions

What services does HappyWise Financial Services offer?

HappyWise Financial Services offers comprehensive financial planning, insurance solutions, retirement solutions, taxation services, inheritance management services, and investment solutions.

Who founded HappyWise Financial Services?

HappyWise Financial Services was founded by Nirmal Jain and Pruthveesh MG, with Sujit Lalwani managing content, technology, and marketing.

What is the Investor Acumen Analyzer offered by HappyWise?

The Investor Acumen Analyzer is a tool developed by HappyWise Financial Services to identify the risk required to meet investment objectives, risk capacity, and risk tolerance for better asset allocation.

Is there any charge for attending the HappyWise Investor Awareness Program?

No, the Investor Awareness Program webinar conducted by HappyWise is completely free with no obligations.

How does HappyWise handle data security for its clients?

HappyWise stores client data on servers secured by intrusion prevention and detection technology, and all data transfers between user devices and servers are fully encrypted.

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