WELCOME TO HAREE PATTI

PAISA WAISA WISDOM

ABOUT US

Profile-pic-GurleenHareepatti is into financial advisory that works around taking individuals and corporate houses to the greener side of money. Imparting financial wisdom and investment solutions, it gets best of advice from its two decades of experience to make sure your long-term and short-term goals are accomplished in a smooth manner, always.

Formerly known as Infinity Capital & Investment Services, Hareepatti is a logical extension of the parent company, Trilok Singh & Associates, incepted in 1975 by Ms. Gurleen Kaur’s father, Late Shri Trilok Singh Jee.

About the Founder –Taking forward the legacy in 2005, Ms. Gurleen Kaur today helps steer the wealth in directions that are advised based on your lifestyle, requirements and future plans.

With her Experience and Continued Education,she has managed to provide FinancialLiteracy and Financial Freedom to more than a Thousand People in past 10 years. she has been writing various blogs and posts to Impart Financial Education.

What Hareepatti does is – Thinks and acts on client’s behalf, promise and deliver authenticity, ensure and exercise honesty and above all keep client’s benefit to the core of all its offerings…That is why clients who started with us are still with us.

We welcome you to a place where financial worries fade off.

Our Services

See How Can We Help You.

FREE SERVICES

Download our Free E-book on Financial Planning.

PAID SERVICES

Know more about our premium services.

OUR PRODUCTS

Know more about our products.

Financial Advisory Plans

Choose a plan that best suit your needs.

BRONZE

FREE
  • eBook on Financial Planning
  • Subscription to Blog Posts
  • Monthly Newsletter

SILVER

Rs.5000
  • eBook on Financial Planning
  • Subscription to Blog Posts
  • Monthly Newsletter
  • Consolidation of Existing Investments
  • Risk Planning
  • Life Insurance Planning
  • Health Insurance Planning
  • Existing Insurance Analysis
  • Engagement Period : 2 Weeks
  • Bonus : Hareepatti DIY Calculators

GOLD

Rs.8000
  • Book on Financial Planning
  • Subscription to Blog Posts
  • Monthly Newsletter
  • Consolidation of Existing Investments
  • Risk Planning
  • Life Insurance Planning
  • Health Insurance Planning
  • Existing Insurance Analysis
  • Ongoing Investment Analysis
  • Goal Setting & Goal Planning : 3 Goals
  • Roadmap to Achieve Goals
  • Action Plan & Execution
  • Engagement Period : 4 Weeks
  • Bonus : Silver + Documents Organiser

PLATINUM

Rs.12000
  • Book on Financial Planning
  • Subscription to Blog Posts
  • Monthly Newsletter
  • Consolidation of Existing Investments
  • Risk Planning
  • Life Insurance Planning
  • Health Insurance Planning
  • Existing Insurance Analysis
  • Ongoing Investment Analysis
  • Goal Setting & Goal Planning : 3 Goals
  • Roadmap to Achieve Goals
  • Action Plan & Execution
  • Emergency Fund Planning
  • Unlock Money in Unproductive Assets
  • Load Advisory
  • Engagement Period : 6 Weeks
  • Bonus : Gold + Book “You can win” by Shiv Khera

1100
Happy Clients
5000
Active Life Insurance Policies
1500
Total claims paid
1100
Active folios in mutual funds

What Our Clients Say

Navneet Monga (Pepsico India)

“I was highly impressed with the whole Premium experience. Everything was explained in a clear, easily understood manner. The whole experience was unthreatening, very beneficial, and well worth the time & Money.”

Radha Singh Dhoni (Advocate)

“Thank you Gurleen for going the extra mile for me & my family. I have recommended you to several people Simply because I think you care.”

Ketan Doshi (Adani Logistics Ltd.)

“Its nice to have your expectations in a business not only met but exceeded! Hareepatti provided us with professional, friendly & effective service. Ms Gurleen…many thanks for your efforts which allowed us to get the exact coverage we needed.”

Kuljeet Chadha

“I would like to take this opportunity to thank you for your financial services for last thirty years with your Dad and after his death with you. I and your father had very good understanding and I never changed my financial adviser in my life other than your dad and you. Your professionalism and commitment to service ensured that all transactions were processed in a timely manner and you ensured we were kept informed at all stages of the process. We would have no hesitation in recommending your services to any prospective clients.”

Contact us

Feel free to shoot us a mail at info@hareepatti.com, call us at 9650706699 / 011-41588605 or even drop by our office for all your queries and we shall be glad to help you.

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Client Desk: LOGIN HERE

Contact Details

HEAD OFFICE
69/6A; 2nd Floor, Rama Road, Near Kirti Nagar Metro Station, New Delhi 110015



+91-9899288605| 011-41588605
Gurleen@hareepatti.com | info@hareepatti.com
www.hareepatti.com

(c) All Rights Reserved | Haree Patti | Made with love by Himanshu Sehgal