Soorashree Chaphekar
Partner (B.A. (Economics); M.B.A. (Finance), CFPCM, R.F.P., NISM VA)
Pune
srchaphekar@gmail.com
9881758183
About me
I help people get clarity with reference to their financial missions / aspirations or goals, imbibe the importance of making disciplined and relevant investments decisions and helping them achieve their financial vision by making a meaningful difference with Happyness Factory’s goal-based investment platform.
Testimonial
I was laden with challenges such as difficulty maintaining a call log, handling difficult financial conversations effectively, a lot of paperwork, difficulty in finding new leads etc. HF helped me change the perspective of looking at my practice and the way I deal with clients today.
HF is a seamless solution with a goal-based investment approach, it gives immense clarity to my clients on their investment decisions. And the entire set up being virtual. I can onboard clients technically from anywhere!