Deepesh Mehta in

Deepesh Mehta

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Founder & Chief Consultant at Happy Investor Finserv LLP
📍 Bengaluru, Karnataka, India

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.

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Experience
18 Years
Current Role
Founder & Chief Consultant
Job Level
Leadership
Location
Bengaluru, Karnataka, India
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Deepesh cares 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.
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Career

Work history

8-2007
Founder & Chief Consultant
Happy Investor Finserv LLP
In the press

Media appearances

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Education
2004 - 2006
BBM
Seshadripuram College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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