Vrushali Parsekar speaks on striking a right balance in being a businesswoman and a homemaker
Vrushali Vivek Parsekar describes herself as a successful businesswoman and a prosperous homemaker, not necessarily in that order.
Her firm, Happy Investments, is a professional financial planning and wealth advisory firm, offering services since 2000. They deal with insurance, pension, mutual funds, equity, wealth management, and real estate.Over the years they have evolved into an eminent financial planning enterprise which deals in doling out fiscal advice that is trusted for their professional competence, relied on for top quality of advisories and depended upon due to their integrity, ethics and trustworthiness. This makes her firm one of the most experienced financial planners and advisors and boasts of two offices – in Panaji and Mapusa.
Vrushali speaks on her business. “We have an expert team consisting of qualified and competent financial planners, to create holistic financial plans for you. Our plans are constructed after incisive analysis and with the help of strategic inputs from all planners involved to ensure that we deliver clarity and outstanding value to our clients.”
“Our clients find us to be trustworthy, dependable, ethical and professionally top-notch. Their testimonials speak for us.”
Vrushali’s formal education peaked with a Master’s degree in pathology, but Ms. Parsekar now ‘diagnoses’ and advises her clients on the fiscal aspects of life – right from insurance, investments to real estate and is now considered the gold standard in Goa, as far as professional excellence and customer satisfaction goes.
It is not easy being one of Goa’s top independent sales and investment consultants in a professional life and at the same time, nurture a family and build a home with equal zeal, passion and satisfaction. But Vrushali Parsekar has seamlessly merged the two to create a fulfilling story of holistic success.
Vrushali elaborates on her business. “We specialise in goal and need based financial planning with a long term goal, considering our clients’ risk taking appetite as well. As the old saying goes “Save for a rainy day” COVID 19 pandemic is one such incident which has taken the world by surprise. Our long term strategy has helped our clients and us in realising the goals and dreams.” She adds that technology is the way forward and having systems in place has helped greatly in tiding over these difficult times.
Her success is evident from the fact that she has been a ‘Million Dollar Round Table’ life member for 15 years, a ‘Top of the Table’ performer once and she has spent two years as ‘Court of the Table’ – a performer par excellence as a financial consultant with the HDFC Life Insurance. Her pursuit for self development, spiritual grooming and the urge to scale professional summits, is perhaps reflective of her other passion, trekking – which has taken her to Kulu-Manali, Badrinath, Kedarnath, Gangotri and the icy heights of the Gomukh.
Her outstanding career has summoned her on professional calls to USA, China, Switzerland, Istanbul, South Africa, Europe, Greece and the UAE, where she was invited to participate in conferences and impart training and conduct sessions for both, the rising stars, as well as the masters of her trade.
According to Vrushali, the core of her personality was developed early at St. Xavier’s College in Mumbai, where she was judged as the ‘Best Outgoing Student’, won the ‘Ms. Xavier’s title and was not only an outstanding student, but also notched top achievements in co-curricular activities, as well during her stint in the National Social Service.
Most crucially, on the home-front too, Vrushali wins laurels. “My husband Vivek and children Adarsh and Sharvani, make up the other indispensable and integral parts of my life.”
Association with BNI
Vrushali always believed that she would retire at 50 and travel the world. She has already travelled half of the globe; and thanks to BNI, she has started a second office at 50 and is pursuing an E-MBA at GIM. She believes in giving more than receiving. Vrushali has given Rs. 6 crore plus per annum as referrals in the last 6 years, at BNI Mandovi to fellow business referral partners, who are more like family and friends.
She adds that Rajkumar Kamat, Executive Director of BNI, Goa Region is a friend, philosopher and guide. She has attended national training workshops at Mumbai and Bangalore and an International conference in California, USA. Vrushali is happy to be associated with Mac Srinivasan, President Asia Pacific and Meena Srinivasan. She had an opportunity to meet and interact with Dr. Ivan Misner, Founder Chairman and Beth Misner, President BNI Foundation; and CEO, Graham Weihmiller.
“BNI trainings have helped in enhancing my personality and leadership skills while serving as Ambassador in regional team and as Past President of BNI Mandovi,” she says.
Vrushali reflects on her career and says, “when I advise you on matters related to your own hard-earned money, accept it, because, my own investments have paid off both at work and home”
