Riddhi Jain is a CFP-designated registered investment advisor at Happyrich Capital, based in Mumbai, with 3 years of industry experience. Riddhi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 49 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment management fees are negotiable at the sole discretion of HappyRich Capital.
Fee Estimator
Location
Mumbai
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Riddhi is a Senior VP- Planning at MFA Capital Private Ltd., a mutual fund distributor in India, since 2011. This takes nearly full-time hours per month, with additional time spent during trading hours.
Employment History
Current Registrations
Happyrich Capital
State Registrations4 states
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