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Empowering You to Achieve Financial Happiness Not Just Wealth!

Build your Financial Future with our Trusted Expertise. Start your journey towards Financial Happiness with us – ! 

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HappyRich Families

Proud to be associated with Financial Industry Giants

PROGRAM HIGHLIGHTS

HappyRich Family Program” offers Solutions at Your Every Step towards A Happier & Wealthier Future. Such as…

Financial Health Check-up

Our experts evaluate your budgeting, savings, investments, and insurance to identify strengths and improvement areas. Get personalized recommendations to help you achieve your financial goals and ensure a healthier financial future.

Financial Goals & Strategy Planning

We work closely with you to define your short-term and long-term financial objectives and will develop a customized strategy that aligns with your goals and risk tolerance, ensuring you have a clear roadmap to financial success.

Mutual Fund Portfolio Review & Advisory

Our experts will conduct a thorough analysis of your current mutual fund holdings, performance, risk exposure, and alignment with your financial goals. And provide personalized recommendations to optimize your portfolio, ensuring it adapts to market changes and your evolving needs.

Equity Portfolio Review & Advisory

Our professionals will evaluate your existing equity holdings, analyze performance, diversification, and risk factors and provide tailored insights and recommendations to optimize your stock portfolio that align with your financial goals.

Insurance Review & Advisory

We conduct a comprehensive evaluation of your current insurance policies, coverage adequacy and identifying any gaps in protection and will provide personalized recommendations to ensure you have the right insurance product in place

Loans Review & Advisory

We analyze your existing loans - whether personal, home, car, education or business - to evaluate interest rates, repayment terms, and overall financial impact. Our team provides tailored recommendations to help you reduce costs, consolidate debt, or explore refinancing options (If any).

Tax Planning & Advisory

Our experts analyze your financial situation to identify potential tax savings and strategies tailored to your needs. We help you navigate complex tax regulations, optimize deductions, and develop a proactive plan to minimize your tax liability.

Retirement Planning

We help you assess your current financial situation and establish clear retirement goals, tailored to your lifestyle aspirations. we will guide you in developing a personalized savings and investment strategy, ensuring you have the resources needed to enjoy your golden years.

Will & Estate Planning

Our Will & Estate Planning service ensures your legacy is secure and your assets are distributed according to your wishes. We guide you through creating a comprehensive plan, from drafting a will to setting up trusts, so your loved ones are financially protected.

About us

Experience & Expertise in Financial Planning & Insurance Advisory

Maximize your Wealth, Protect your Future, and Confidently Navigate each Phase of your Financial Journey with our HappyRich Family Program.

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AUM
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Families Protected
HappyRich Family Program
Why Us?

Why HappyRich Family?

Whether you’re seeking personalized financial planning, investment strategies, or insurance guidance, our expert team is here to help. We provide tailored services that address your unique needs, enabling you to achieve your financial goals with confidence. From financial health check-ups to in-depth portfolio reviews, our solutions are crafted to ensure your financial success and peace of mind at every stage of life.

HappyRich Family Program

Personalized Coaching

Experience tailored guidance with our Personalized Coaching Solution, designed to help you achieve your unique financial goals.

Insurance Analysis

Gain peace of mind with our Insurance Analysis & Advisory Solutions, where we evaluate your coverage to ensure optimal protection for you and your loved ones

Financial Calculation Report

Our experts meticulously analyze your financial data and provide detailed calculations that cover various aspects, including budgeting, savings, investments, and potential growth scenarios.

On-Call Support from Expert

Our dedicated team is available to address your Financial & Insurance queries and provide expert advice whenever you need it. Whether you have questions about your financial plan or require guidance on executing specific strategies, we’re here to help.

Financial Goal Planning Platform

We Safeguard your wealth with our guided Protecting Assets Solutions, ensuring your financial legacy is secure against unforeseen risks.

Optimizing Income

We Maximize your earnings potential with our guided Optimizing Income Solutions, focused on strategic financial solutions to enhance your revenue streams.

Protecting Assets

We Safeguard your wealth with our guided Protecting Assets Solutions, ensuring your financial legacy is secure against unforeseen risks.

Monthly Knowledge Sharing Webinars

We host monthly engaging online sessions featuring industry-renowned personalities and experts from the financial sector which cover a wide range of topics, including investment strategies, financial planning tips, current & future market trends and many more.

FREE GIVEAWAY INCLUDES

Join our HappyRich Family Program Today and Unlock Exciting Free Giveaways for Your Path to Financial Wellness!

HappyRich Family Kit

HappyRich Family Kit

Finance
Smart Investor 3 Days Workshop

Smart Investor 3 Days Workshop

Investment
Smart Investor Book

Smart Investor Book

Portfolio
50+ Financial Planning Tools

50+ Financial Planning Tools

Planning
HAPPYRICH FAMILY

Program Subscription

Explore our tailored subscription packages designed to meet your unique financial needs and empower your journey to financial success

See FAQ

₹15000

Online
  • Personalised One to One Coaching ( 2 Sessions *)
  • Existing Portfolio Review & Guidance
  • Guidance on Current Loans
  • Financial Goal Planning Platform
  • Financial Calculation Report (Excel)
  • Equity (Stock) Portfolio Guidance (Basic)
  • On Call Support from Planner & Executor (12 Months)
  • Monthly Webinar Access on Personal Finance (12 Session)
  • 50 Tools on Personal Finance
  • Smart Guntvanukdar Book Copy
  • HappyRich Financial Planning Kit (Rs.2500)
  • 3 Days Smart Investor Online Workshop
  • Execution Mode (Online)
Choose Plan

₹25000

Offline
  • Personalised One to One Coaching ( 2 Sessions)
  • Existing Portfolio Review & Guidance
  • Guidance on Current Loans
  • Financial Goal Planning Platform
  • Financial Calculation Report (Excel)
  • Equity (Stock) Portfolio Guidance (Basic)
  • On Call Support from Planner & Executor (12 Months)
  • Monthly Webinar Access on Personal Finance (12 Session)
  • 50 Tools on Personal Finance
  • Smart Guntvanukdar Book Copy
  • HappyRich Financial Planning Kit (Rs.2500)
  • 3 Days Smart Investor Online Workshop
  • Execution Mode (Online / Offline)
Choose Plan

₹60000

Personalized
  • Personalised One to One Coaching ( 4 Sessions)
  • Existing Portfolio Review & Guidance
  • Guidance on Current Loans
  • Financial Goal Planning Platform
  • Financial Calculation Report (Excel)
  • Equity (Stock) Portfolio Guidance (Basic)
  • On Call Support from Planner & Executor (12 Months)
  • Monthly Webinar Access on Personal Finance (12 Session)
  • 50 Tools on Personal Finance
  • Smart Guntvanukdar Book Copy
  • HappyRich Financial Planning Kit (Rs.2500)
  • 3 Days Smart Investor Online Workshop
  • Execution Mode (Online / Offline)
Choose Plan
Our team

Meet our team members.

Mahesh Chavan

Financial Planner

Prajakta Desai

Financial Planner

"i4investment is the best financial services provider I have seen in my life. He is young, but quite talented and dynamic in his work. I just follow his views and has earned a financial knowledge Thanks to Mahesh Sir and his team and salute his knowledge."

Swapnil Gaikwad

"One stop solution for all your financial problems.....they will teach you how to live happy, healthy and wealthy life without any tension....you will get answer of Happy Rich family"

Rahul Shinde

"If you are planning for investment and need guidance then I4 Investments is perfect place to visit or contact."

Suraj Dalvi

Rajani Patil

"The most trustworthy financial planner... Efficient knowledge of Personal & Business Finance, Insurance, Investments, Goal Planning. Without further ado go for it 👍👍"

Rajani Patil

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Latest Updates & Blog.

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Helping Families to Live with the Financial Freedom & Enjoy Healthy and Wealthy Life at the Fullest.

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  • info@happyrichfamily.com
  • +91 9594501177
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