Leveraging the PSU rally ...
Indian equities are one of the brighter corners of sunshine in the global markets. The Nif..
Outstanding service is the key to lasting relationships. We are committed to offering a premium, 7-star experience to our clients.
Consistent excellence builds lasting trust. We dedicate ourselves to honoring every promise and setting clear expectations.
True partnerships thrive on empathy. We are dedicated to understanding your needs, desires, and concerns, always standing by your side.
We treat your investments like our own, conducting thorough research to secure the best outcomes for you and your family.
Our clients trust us for decades. We are dedicated to keeping you on track to meet your financial goals and build lasting wealth.
Financial planning is the process of evaluating your current financial situation, setting specific financial goals, and developing a strategy to achieve those goals. It involves assessing your income, expenses...
Know MoreGoal-based planning is a financial planning approach that focuses on setting and achieving specific financial goals or objectives. Instead of just investing for the sake of making money, we...
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Know MoreWelcome to Heap Wealth, where we take a structured and disciplined approach to financial services, offering portfolio solutions designed to align perfectly with your financial goals and milestones.At Heap Wealth, our goal is to become your trusted partner in personal finance and financial services. We collaborate with you to create a wealth-building and protection plan tailored to your unique needs and preferences.
Know MoreBank
@3% Return
Fixed Deposit
@6% Return
Gold
@9% Return
Sensex
@12% Return
Mutual Fund
@15% Return
NRI Investor
I know Karthik for the past few years, and during this time, he has been instrumental in guiding me with my wealth and asset management. He is a thorough professional who combines deep financial expertise with a personal touch that makes working with him both reassuring and effective. His insights and dedication have made a real difference in how I manage and grow my assets. I highly recommend his services to anyone seeking trustworthy and personalized financial guidance.
IT Professional
I have been working with Karthik for the past two years, and I couldn't be more satisfied with the service and expertise provided. As someone who was relatively new to mutual funds, I was looking for someone who can help me to take informed decisions. Karthik has exceeded my expectations in every way.
His deep understanding of financial market, coupled with a personalized approach to my investment goals, has resulted in a well-balanced and diversified portfolio. Karthik is always available to answer my questions.
Thanks to his diligent management and proactive advice, I have seen consistent growth in my investments, even during volatile market conditions. I highly recommend Karthik to anyone looking for a knowledgeable and trustworthy wealth management advisor in India.
Retired Army Captain
Mr. Karthick has been my wealth management advisor for over two years now. His knowledge on the financial/investment market is quite appreciable. The best thing about him is his ability to understand a customer's perspectives, present multiple options clearly indicating pros & cons and walking the mile with the customer to ensure safe investments with sound growth.
Karthick also monitors the portfolio, provides regular updates and suggests options for switching, withdrawal, etc, as per customer needs.
I am happy to have this friendly, courteous and good advisor as my portfolio manager.
Doctor
Mr. Karthik Elangovan was my wealth adviser in HDFC Bank who is a trusted person to whom we can discuss the pros and cons of financial management and investment. He can provide genuinely honest advice to all our financial goals and objectives in a time frame which is what we are looking at when we invest our hard earned money to get better returns and he is highly respected and qualified financial analyst and expert to guide our future financial decisions and goals.
I wish him all the best in his future company heap wealth Pvt ltd as one of his he directors of the company.
Home Maker
We have been working with Mr.Karthik for the past 3 years as the primary fund manager overseeing our investment portfolio. Throughout this period, he has demonstrated a high level of professionalism and dedication to manage our portfolios. Has always been available to answer all our queries or address our concerns regarding the market.
He is very knowledgeable and has always considered our risk appetite before suggesting any investment advice. Mr.Karthik has always been flexible and has been able to liquidate our portfolio whenever we have required funds for our needs. Very thankful for his support and investment advice in managing our wealth.
NRI
"Exceptional Guidance and Expertise" "Working with Karthik has been an incredibly rewarding experience. From our first meeting, he provided clear and personalized advice, helping me organize my finances and set long-term goals. I now feel more confident about my financial future, thanks to his expertise and dedication. I highly recommend him to anyone looking for a knowledgeable and trustworthy wealth advisor."
Lieutenant Colonel
Genuine financial advisors are rare to come by and I found in Karthik a very good source to take advice from. I wish " Heap Wealth Solution Pvt Ltd" all the very best. May the Company grow from strength to strength.
Serving in Senior Mgt role at a leading company in India
I had the opportunity to work with Mr Karthik, Director - Wealth, HDFC in connection with investments in Mutual Fund. I found him very courteous, polite and with good knowledge in his area of expertise. He explains well about the product, it's short term and long term benefits, the risk involved, if any, and it helps us arrive at a well informed decision. Since my association with him remained relatively brief, I am not able to fully comment on the results, which starts yielding only after a year or so. I wish him all the best in his new endeavour.
Army Captain
I have known Mr Karthik since middle of 2022, my retirement period, when he was with HDFC, a very positive and efficient person who understands the requirements of client and gives advice accordingly. Has good grasp of financial markets and its developments and impacts. A pleasure to work with. Sure he will be an asset to any organisation Wish him good luck in his future endeavours.
NRI
We started our association when Karthick was with HDFC couple of years back to have better knowledge about various advisory/investment platforms. Its been a very nice association since then and I am personally very satisfied with the service provided. I been very well informed and attention to detail with the risk appetite and requirements . Reports to track the performance of the portfolio was shared and I did not have to spare my time thinking where and when to invest. I would strongly recommend Karthick and his new venture Heap wealth Solutions pvt ltd to anyone looking to invest online and offline
NRI Investor
When dealing with investment and wealth management advisory the key qualities that sets apart a good advisor is in- depth market knowledge, unbiased views and a keen understanding of a particular investor's need rather than following a cookie cutter approach which seems to be the norm these days. I have been fortunate to find all these qualities in Mr.Karthik who has been supporting me in my wealth management journey since 2022. He has been a pillar of support with timely solutions to maximise returns through leveraging his 20+ years of experience while managing the inherent market risks and volatility. I wish his new venture Heap Wealth Solutions Pvt Ltd all success and I'm delighted to personally continue my association with him.
Handling my portfolio since the last 5 years. He is very shrewd, plays safe with investment and is totally trustworthy.
NR Business Man
He continuously keeps up-to-date on how I am tracking towards my plan and makes consultative suggestions when needed., With his support and expertise, I am confident about my investments.
If you are looking for honesty, integrity and hard work, then I recommend Karthik.
Film Director
Karthik is well-known for his deep market knowledge and his unwavering support to clients during times of market volatility. He is my go-to person for all investment needs-not just for his sales expertise, but also for his excellent after-sales service. I would wholeheartedly recommend him to anyone seeking a reliable and efficient wealth manager.
Business Man: Software Company in US
I've known Karthik for a few years now, and he's been consistently knowledgeable and dependable. He follows up diligently, explains things clearly, and is always cordial in his approach. A genuinely nice person to work with.
Ex Indian Airforce Officer
I have been a client of Mr. Karthik since his days at HDFC, and I've always been impressed by his knowledge, professionalism, and honest approach to investment guidance. He took the time to understand my financial goals and risk appetite, and provided well-researched, practical advice that helped me make informed decisions with confidence.
Now that he has started his own investment consultancy firm, I continue to rely on his expertise. What I appreciate most is how he keeps me regularly updated with relevant market information and provides clear, monthly feedback on how my investments are performing. His transparency and consistent communication give me a strong sense of trust and assurance.
If you're looking for someone who genuinely cares about helping you grow your wealth with sound advice and timely insights, I can wholeheartedly recommend Mr. Karthik. He is not just an advisor he is a true partner in my financial journey.
I had the privilege of working with Mr. Karthik who managed my PMS while in HDFC Wealth. I have to emphasise his acumen and skils in analysing the returns, risk, asset allocation and comparing against benchmark was extraordinary. I wish all the best for his new venture 'Heap Wealth Solutions Pvt Ltd'. Regards, Dev
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