Riddhi Jain
HappyRich Capital · Mumbai, New Jersey
Riddhi Jain is a fee-only financial advisor at HappyRich Capital in Mumbai, New Jersey, who holds the CFP credential. Riddhi focuses on cross-border (US / Canada) and family wealth transfer. HappyRich Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Cross-border families
- Multi-generational families
Facts
| Firm | HappyRich Capital |
|---|---|
| Based in | Mumbai, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $61.1M across 121 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NJ, NY, TX · CRD 7510813 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | livehappyrich.com |
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Questions about Riddhi
Is Riddhi Jain a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Riddhi holds no broker registration, and HappyRich Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Riddhi charge for financial advice?
Riddhi's firm, HappyRich Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Riddhi Jain based?
Riddhi Jain is based in Mumbai, New Jersey.
What does Riddhi specialize in?
Riddhi's specialties include cross-border (US / Canada) and family wealth transfer. Riddhi works with cross-border families and multi-generational families.
What credentials does Riddhi Jain hold?
Riddhi Jain holds the CFP credential.
Is Riddhi Jain registered with the SEC?
Yes. Riddhi Jain is registered as an investment adviser representative in CA, NJ, NY and TX (CRD 7510813), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HappyRich Capital manage?
HappyRich Capital reports $61.1M across 121 accounts in assets under management.
How do I contact Riddhi Jain?
Through Riddhi's website, livehappyrich.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- HappyRich Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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