About Us
About Us
About Heap Wealth & It's Certified Financial Planner
Welcome 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.
We provide a comprehensive range of solutions, featuring a blend of proprietary and third-party products. As an AMFI Registered Mutual Fund distributor and IRDA registered Insurance advisor we offer unbiased recommendations based on a thorough evaluation of all available market options, ensuring that the products we suggest integrate seamlessly into your asset allocation strategy.
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.
Explore our diverse suite of services and products, all crafted to maximize your wealth creation and protection. Rely on us for exceptional service and customized financial solutions. Share your investment details with us, and leave with clear, easy-to-understand reports that empower your financial decision-making.
How We Work
Ready to Upgrade Your Finances?
Here's What Happens Next:
You did it. You're earning six digit figures in your 30s-Congrats!
You've worked hard, made smart choices, and built a solid foundation.
You understood the assignment - and you nailed it, but now the road ahead feels less clear.
How much should you save to retire comfortably in Coimbatore , or even the hills of Ooty ?
How much can you spend on Goa getaways or Saturday dinners in Taj - and still afford that dream home you've been eyeing on Race Corse.
Should you invest in mutual funds, stocks, or real estate?
The specifics vary from person to person, that's why the very first step for every client we work with The Heap Plan.
The Heap Plan
One-on-One Guidance:
No one-size-fits-all advice here.
You'll work directly with a dedicated financial advisor who'll get into the nitty-gritty of your life - from "Can I really afford those IPL tickets?" to "How do I plan a 3-month sabbatical in Himachal or maybe Spain?".
They'll help you get crystal clear on your goals, what truly matters to you, and even uncover the money questions you didn't know you needed to ask - whether it's navigating your first home loan, planning for a destination wedding.
Total Clarity:
By the end of this, you won't just have a financial plan-you'll know exactly how to make your money work smarter, feel secure about your future, and have the confidence to make bold money moves-whether it's upgrading to that Royal Enfield, investing in your dream startup, or saying yes to that Goa trip without second-guessing it.
Expert Insights + Tech That Actually Works for You:
We use the same powerful financial tools the big firms swear by-but without the jargon, fine print, or faceless robo-advisors. What sets us apart? We combine smart tech with a deep understanding of you-your goals, your lifestyle, your values. It's a human-first, tech-backed approach that helps you feel seen, heard, and genuinely supported-all while delivering results you can measure, not just imagine.
About Manager's Profile
Mr. Karthik Elangovan brings over two decades of experience in the capital markets and he is a Certified Financial Planner accredited by FPSB US.
As a specialized financial advisor, Mr. Elangovan offers tailored wealth management services to ultra-high-net-worth clients, focusing on individual investment needs and goals.
We provide invaluable advice and a comprehensive range of post-investment services designed to enhance your financial life.
Whether working individually or as a small-scale business, our team is dedicated to supporting you every step of the way.
