Gurleen Kaur Tikku CFP

Co-Founder

New Delhi, Delhi, India0 mo experience

Key Highlights

  • Founded a trusted financial advisory serving 4000+ families.
  • Built an all-women team focused on client trust.
  • Created engaging financial content for 500k+ followers.
Stackforce AI infers this person is a Fintech entrepreneur with a strong focus on financial education and community engagement.

Contact

Skills

Core Skills

Financial AdvisoryWealth ManagementFinancial Education

Other Skills

InvestmentsMutual FundsPortfolio ManagementLife InsuranceTerm Life InsuranceAsset AllocationStrategic Financial PlanningInsuranceInvestment AdvisoryRetirement PlanningRisk ManagementTeam ManagementFinancial AnalysisFinancial PlanningClient Relationship Management

About

I started Hareepatti to carry forward my father’s legacy, and two decades later, it has grown into a financial advisory trusted by 4000+ families across India and beyond. At Hareepatti, we help people protect what matters most through insurance, grow their wealth through mutual funds, and plan their lives with one-on-one financial consulting. Over the years, I’ve built an all-women team, served 4000+ families, and created content that reaches thousands online, making personal finance simple and approachable. For me, real wealth is built on trust, honesty, and showing up for people, every single time.

Experience

Youtube

Content Creator & Financial Educator

Apr 2020Present · 6 yrs

  • Create simple, relatable content on insurance, investments, and financial planning.
  • Built a community of 500k+ across platforms with consistent, trust-led content.

Hareepatti

Founder

Apr 2005Present · 21 yrs · New Delhi, Delhi, India

  • Built Hareepatti into a 20-year-old financial advisory serving 1500+ investors and 4000+ families.
  • Expanded services into insurance, mutual funds, and personalized financial consulting.
  • Grew an all-women team, focused on trust, transparency, and long-term client relationships.
InvestmentsMutual FundsPortfolio ManagementLife InsuranceTerm Life InsuranceAsset Allocation+10

Education

FPSB (India)

CERTIFIED FINANCIAL PLANNER — Financial Planning and Services

Jan 2020Jan 2020

Institute of Management Technology, Ghaziabad

PGDBM — Finance

Jan 2005Jan 2007

Shaheed Sukhdev College Of Business Studies

BFIA — Financial and Investment Analysis

Jan 2001Jan 2004

S S MOTA SINGH MODEL SCHOOL

Higher Secondary

Jan 1986Jan 2000

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