About Us

Happy Investor Finserv LLP(formerly Known as Grow Wealth) is a Mutual Fund Distributor(MFD) firm founded by Mr Deepesh Mehta, who is a CERTIFIED FINANCIAL PLANNER (CM)
Starting from an initial client base of around 15 to 20 in 2007, Happy Investor Finserv LLP has grown from strength to strength and currently handles more than 300 client portfolios, both domestically and internationally. Happy Investor Finserv LLP is an AMFI registered distributor with registration No. ARN-174074

Objective

We are committed to:

    • Delivering the right mutual investments to every family.
    • Providing product suitability and excellent customer service.
    • Empowering families to invest right.
    • Meeting our customer requirements.
    • Maximising benefit for our stakeholders.

Deepesh Mehta

CERTIFIED FINANCIAL PLANNER(CM)


Deepesh Mehta
Mr Deepesh Mehta is a CERTIFIED FINANCIAL PLANNER(CFP)(CM) with over 16 years of experience in wealth management. A management graduate, from Seshadripuram College, Bangalore, Deepesh founded Happy Investor Finserv LLP(formerly Known as Grow Wealth) in 2007, a premier mutual fund distribution firm in Bangalore. The company provides customized Mutual fund investments for its numerous clients across Bangalore and abroad.
Deepesh’s clients identify him as one who gives ‘Right Mutual Fund investments’ suited to all life stages–from youth, mid-life, to post-retirement. His passion for his work drives him to help his clients realize their dreams.
He has been at the forefront in spreading financial literacy across Bangalore and other cities, by conducting “Investor Awareness” programs. Deepesh also trains at various institutes on topics about personal finance and investments that matter.
His excellent Mutual Fund Portfolio construction has been taken positively by his clients, who appreciate his simple yet effective process. He has recently authored a book which was published by CNBC titled ‘Power Your Child’s Financial Future’ – 7 Strategies that every parent should know.
He lives in Bangalore with his wife and other family members.

Sujata Iyer

Head- Research & Strategy


Sujata Iyer

Sujata’s two decades in quantitative research in India and overseas helps her add value to the processes, practices, and strategies followed at Happy Investor Finserv LLP. She ensures we deliver quality to our clients beyond just investment. She keeps a constant watch on your investments and devises further strategies along with Deepesh.  When not number crunching, she indulges in art, photography and heritage travel

Sapna Mahim

Insurance & Admin


Sapna Mahim
Sapna looks after our clients’ needs for Life and Health Insurance. She had added responsibility of Office Administration and petty cash expenses where her previous experience in such roles comes very handy. Other than official work she loves reading books and watching movies in weekend. She also loves indulging in hand craft like rangoli, goddess decoration and fabric painting.

Gowtham

Operations & Client Servicing


Gowtham

Gautam handles all Operations related to financial and non- financial transactions. He is also responsible for attending to all client queries via email and chat and keeping investors updated with regular portfolio summary statements. He also co-ordinates with all AMCs for documentation and resolving of any complaints. Gautam loves to play cricket and football and watch movies in his free time.

Ajay Kumar Kola

Portfolio Reviews


Ajay Kumar Kola

Ajay is responsible for Portfolio Reviews. He is a Certified Financial Planner (CFP) from FPSB India Ltd which is one of the world class financial planning boards authorized for 26 countries. Ajay has 5 years of experience in the Financial Planning field along with Content Writing and a YouTube anchor.
Other than work Ajay is passionate about social welfare.