FOUNDER SPEAKS

AMFI-Registered Mutual Fund Distributor

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Founder Speaks

I have observed that when it comes to Money Matters, lot of people are stressed and are clueless as to how to go about managing their Finances. This is irrespective of the amount of money that they are making. They have been investing haphazardly without understanding what is it that they required. I realised that people needed someone Trustworthy to Guide them, Educate them and Handhold them to navigate their path to Financial Freedom.

After spending close to 25 years in the Financial ServicesIndustry in India, in Banking as well as NBFCs, I decided to put my knowledge and expertise to help and guide people to achieve their Financial Freedom. And Plan Happy Wealth was born.