Our Core Services
Our Comprehensive Financial Solutions for You
We offer a variety of services designed to help you manage your investments and risks effectively. Our Demat Accounts provide easy access to your stocks. Explore our Mutual Funds for diversified portfolios that align with your financial goals. Our Insurances ensure that you’re protected against uncertainties, giving you peace of mind.
Build Wealth, Gain Confidence, Secure Your Future
Equity Research Analyst
Investment recommendations on stocks. They play a crucial role in helping investors make informed decisions by delivering in-depth reports, forecasts, and actionable insights.
Investment Banker
financial transactions such as mergers, acquisitions, and IPOs. They provide strategic financial advice and connect clients with potential investors to maximize value.
Trading Specialist
A Trading Specialist analyze market trends, monitor risk, and use advanced tools to maximize returns and maintain efficient trade execution.
Risk Manager
A Risk Manager identifies, assesses, and potential risks that could impact an organization's financial health . They develop strategies to minimize losses, company’s assets and reputation.
pricing plan
Choose the plan that best fits your needs and unlock powerful features to grow with confidence.
Monthly Growth Plan
enjoy budget tracking, monthly market reports, and expert webinars- Access to basic financial tools
- Monthly market trend reports
- Email support with a 48-hour .
Half-Yearly Wealth Builder
Unlock advanced tools like portfolio analysis, bi-weekly insights, and tax planning- Advanced financial tools
- Priority email support a 24-hour.
- Bi-weekly market and investment
Yearly Prosperity Plan
Unlock advanced tools like portfolio analysis, bi-weekly and tax planningr description- Analysis report custom portfolio
- 24/7 chat and email support
- Advanced financial education
Empowering Our Clients with Innovative Solutions and Unmatched Support
Take Control of Your Financial Future Today—Contact Us Now
Your financial freedom starts with one smart decision—taking action today. Whether you’re planning for retirement, managing expenses, or growing your wealth, we’re here to guide you every step of the way. At Happi fineserv, we offer personalized financial advice tailored to your goals. No jargon, no pressure—just clear strategies that work for you. Don’t let uncertainty hold you back. Let us help you build a secure, successful future with confidence.