Path To Holistic Abundance

Welcome To Happy Mentor

‘Happy Mentor’ happily came into existence in April 2008. The primary objective of forming ‘Happy Mentor’ is to be of service to corporate organisations to achieve their results happily. The adjective ‘Happy’ is more sacrosanct than ‘Mentor.’

Srinivasa Raghavan is the Founder of Happy Mentor. Raghavan is a Mathematics graduate, Chartered Accountant and Cost Accountant.

Our Services & Products

Mutual Funds

Mutual fund is essentially is a Trust. Mutual Fund is a link between the capital market and the Investors.

Life Insurance

Life Insurance planning is a critical component of a financial plan that includes evaluating risks.

Health Insurance

It covers expense of hospitalization due to illness or accident. that can protect your family from financial hardship.

Tax Planning

Create a legacy that provides supports the causes and charities you care about, and maintains your values across future generations

Portfolio Management Service

Portfolio manager is based on the theory that he or she can provide services in any aspect of the financial field, some choose to specialize in particular areas.

Estate Planning

We help people identify everything they have and then with the help of an advocate , help them draft a will for a dispute free transfer of wealth.

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