Deepesh Mehta

Critic
DISC Type : C

Founder & Chief Consultant at Happy Investor Finserv LLP

Bengaluru, Karnataka, India

Overview

Deepesh Mehta is the Founder and Chief Consultant of Happy Investor Finserv LLP, leveraging over 17 years of experience in wealth management. A Certified Financial Planner and graduate of Seshadripuram College, he specializes in providing unique mutual fund solutions and financial guidance for corporate executives, helping them achieve their long-term goals.

Deepesh is passionate about spreading financial literacy, which has driven him to become an author and a content creator on LinkedIn. He frequently conducts investor awareness programs and training sessions on personal finance. He aims to simplify complex investment concepts to empower families to build lasting financial security for themselves and their children.

He is the author of the book "Power Your Child’s Financial Future, " which shares strategies for parents on financial planning.

Personality Overview

Critic

Objective Thinker

ROI Driven

They are quite likely to negotiate on pricing or other key terms.  They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions.

Topics They Care About

Mutual Fund Solutions
He founded a firm specializing in creating customized mutual fund portfolios for corporate executives over the age of 30 to help them build wealth.
Financial Literacy
He is a content creator, speaker at financial forums, and has conducted over 200 literacy sessions to simplify financial concepts for the public.
Legacy Planning
Authored the book "Power Your Child's Financial Future, " focusing on long-term wealth strategies that parents can implement for their children's security.

Media Appearances

Deepesh has no verified media appearances

Work History

8-2007
Founder & Chief Consultant at Happy Investor Finserv LLP

Education

2004 - 2006
BBM from Seshadripuram College

More Information

Social Presence :

Prographics :

Exp : 18 Location : Bengaluru, Karnataka, India Job Level : Leadership Designation : Founder & Chief Consultant at Happy Investor Finserv LLP
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Insights For Selling To Deepesh

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Tell them what ROI they can expect

DONT's

  • Don’t try too hard to build a relationship with them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Deepesh is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Deepesh

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Deepesh move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Deepesh take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Deepesh

Personality Compatibility


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