Why HappyWise

At HappyWise, you can expect honest, disciplined and need based financial direction cum advice. Our practices are powered by knowledge and tools that promise to take you from your current position to your ultimate financial happiness.

Team Work

Pillars of our Financial Planning Practice

  • Personalized
  • Professional
  • Client Education
  • Unbiased Advice
  • Robust Technology
  • Process Driven
  • Unlimited Choice of Investment Avenues
  • Comprehensive Financial Planning
  • New Action Plan - Implementation & Tracking
  • One View - All assets, Liabilities, Investments & Loans
  • Client Data Security
  • Opportunity Alerts
  • Your Financial Friend and Your Family’s CFO
  • Periodic Review

If you want happiness for an hour, take a nap. If you want happiness for a day, go for a picnic. If you want happiness for a year, inherit a fortune. If you want happiness for a lifetime, choose HappyWise.

Team HappyWise

Our Happy & Wise Clients

  • Sujay Kumar

    Pruthveesh has been of great help in planning my investments in my home country India. He has supported me through short term financial planning while helping me work towards longer term financial objectives.

    He has been helpful in making me understand and cover my risks and plan for my family and future. Pruthveesh has consistently provided warm & responsive service.

  • Sumit Bengani

    Practicing Chartered Accountant

    Have been associated with Nirmal for my investments and planning for 5+ years now. Being in similar field he has been of great help to get a second opnion and help me in my personal family investment approach and decision making. Also, I have been a great fan of goal based investment planning approach and I recommend to one and all.

  • Mrs & Mr. R.Kiran

    GM, SAIL, Rourkela Steel Plant

    Mr. Pruthveesh is our Financial Consultant for about a year and a half. His contribution towards my financial planning was immense. Before the Corona Pandemic all the products suggested by him were growing at a steady pace.

    My learnings from him are:
    1. Have a goal based investment like for children’s education, own retirement, buying some property etc.
    2. It is important to invest regularly and treat investment as a necessary expense.
    3. It is important to time the entry and exit on goals previously fixed and not on whims or gut feeling.
    Finally I can say Mr.Pruthveesh was of great help in understanding the intricacies of investment planning. He has a good knowledge in this field, ability to convince and encourage good and effective investments, eye for harnessing the right opportunity and a sense of concern for his clients.

  • Dr.Prashanth YM

    Consultant Cardiovascular & Thoracic Surgeon,
    CMI ASTER Hospitals

    Holistic financial advice was what I got from Mr. Pruthveesh. Knowledge and passion in his field of work, dedication to clients, business excellence and education sets him apart. He has taken time to help me set my short term and long term goals and has provided me with a realistic solution to get there. He has helped me to have a balanced portfolio taking into account my liabilities. I recommend Mr. Pruthveesh to anyone who wants to achieve a secure financial future.