The Financial Health Advisor

Gurleen Kaur, CEO – Hareepatti

Gurleen Kaur has always been good with numbers. Her ambition was to have a career in finance and when she entered the business of helping people to be financially independent, it became her passion and that led to founding “Hareepatti” -Imparting financial wisdom and investment solutions to make sure the long-term and short-term goals of individuals & corporates are met, without hassles.

Hareepatti is a financial consultancy firm providing Financial Advisory Services and distributing Financial Products. Their aim is to save investors from mis-selling that happen in trade and make those investors wealthy and wise. Hareepatti thinks and acts on client’s behalf, promises and delivers authenticity, ensures and exercises honesty and above all, keeps client’s benefit to the core of all its offering. This has been the mainstay reason as to why the clients that started with Hareepatti are still with them.

This unique venture was started by Gurleen’s father in 1985 and due to his untimely demise in 2005; the onus to carry forward the legacy was on Gurleen.

“Initially I stepped into the business to maintain and retain the business’s goodwill but at a later stage I realized the need of right financial advice is what is not easily available to the masses.”, says Gurleen. The success story of Hareepatti is a proof that Gurleen has successfully carried this venture to new dimensions.

Here are some more insights from the Finance Entrepreneur as shared with team ABT.

What has been your biggest challenge as a Woman Entrepreneur?
Being an entrepreneur is tough and that’s where the fun begins. You are always on your toes and I absolutely love that feeling. It’s true that you are your own boss however at the same time you will find yourself working in all segments of the company in absence of even one team member. You have to be ready for new challenges and experience at all the times.

Being a women and entrepreneur at the same time, demands lot of hard work, lot of multitasking and lot of patience. Last but not the least comes lot of guilt feelings as at the same time I am mother of the two and you cannot be at two places at the same time.

What is that one milestone in your life that makes you happy and proud?
Simply speaking, one milestone does not suffice. However, one recurrence that happens and makes me happy and proud when our clients invite us to their family functions and make us feel as I am part of their families .

Who is your greatest inspiration & why?
My father is my greatest inspiration as I have learnt all the life lessons from him. Though he is not amongst us anymore, but I carry his values with me everywhere I go.

Tell us about your leadership style.
The team plays a very important role and I believe in involving them in the decisions that are being taken for Hareepatti.

If you were to do one thing differently, what would that be?
I would like to open a Financial Health Check clinic, wherein customers can walk in with their problems/ wrong decisions and we could resolve them basis their profile and they move out financially healthy.

What would you like to achieve in the next coming years?
Financial Advisory business will grow by leaps and bounds as there are still millions of people seeking Financial Advise/ help of Financial Advisor. Key focus will be on consultancy, as we consult doctor for our physical health, financial advisors will be approached for Financial Health.

I would like to be known as Financial doctor and help people treat for financial health issues.