About us

Team Work

A winning combination is a rarity and when it happens, wonderful creations are bound to come true.

HappyWise Financial Planning is one such wonder that is taking shape because of a winning combination that has come together in a way we feel surprised too. As we financially plan for several families, individuals & quite a few business persons we already feel it’s been very long since this magic happened.

Nirmal and Pruthveesh share a history of having worked 12 years before HappyWise while Nirmal and Sujit worked together on several fronts for over 10 years now but the trio happened when Sujit jumped on board the ship Nirmal & Pruthveesh set in motion. Today all 3 of us sail together on this ship of financial planning together like we never boarded any other.

Pruthveesh MG

Pruthveesh MG

Co-Founder & Financial Planner

Pruthveesh has over 8 years experience in the financial advisory domain. His exposure in the industry led to the identification that there is a lot of value to be created for individuals and their families, geared him towards providing unbiased financial advice and wealth management services.

His fields of expertise include Goal based planning, Wealth Management, Tax Planning, Loans, Asset Valuation, Investments and Insurance Products. His other interests are playing Cricket, Travelling & Numismatics.

Nirmal Jain

Nirmal Jain

Co-Founder & Financial Planner

Nirmal has over 13 years of experience in the financial industry as an Independent Financial Advisor.

His fields of expertise include Holistic financial planning, Debt and Equity markets, Client psychology & understanding, Alternative investments, Risk Management, Portfolio and Plan review.

His other interests are reading, writing, food & travel!

Sujit Lalwani

Sujit Lalwani

Co-Founder

Sujit's exposure in mentoring people across length and breadth of the country and internationally, besides a refreshing inspirational speaking experience of 15 years, brings tremendous people skills that assure our clients that very reason to be with us.

He helps clients Think Big, Plan Well, Achieve Soon and Dream Even More. He is a multi-faceted entrepreneur, chess fanatic, physics student and an author.

Our Goal

Pruthveesh MG Nirmal Jain Sujit Lalwani

We are tirelessly committed towards making Financial Planning the ethos of a fast progressing India and a truly stronger middle class. Before concluding this story, with a deeply felt conviction we wish to share that we dream of making HappyWise Financial Planning a truly global brand in the decades to come knowing you are all cruising with us towards that destination.

So, make no delays and embark on this journey with us! See you at our first goal setting meet up!