Biography of Gurleen Kaur Tikku: Founder of HareePatti -Entrepreneur
Gurleen Kaur Tikku: A Pioneer in Financial Advisory
Gurleen Kaur Tikku founded HareePatti in 2005 while she was
pursuing her MBA in finance at the Institute of Management Technology,
Ghaziabad. Starting from a small venture, Gurleen’s firm has grown
significantly and now employs over 1,500 people. Her leadership has been
instrumental in transforming HareePatti into a major player in the financial
advisory sector.
Ms. Gurleen Kaur Tikku is a distinguished professional in
the financial industry. She is a Certified Financial Planner from FPSB, US, and
a Certified Mutual Fund Distributor recognized by the Association of Mutual
Funds in India (AMFI). Additionally, she is an accredited Insurance Advisor by
the Insurance Regulatory and Development Authority of India (IRDAI). Recently,
she was acknowledged as one of the Top 40 Health Insurance Experts by IRDAI.
Early Education
Ms. Tikku's educational journey began at S S Mota Singh
Model School, where she completed her Higher Secondary education from 1986 to
2000. Her early education laid a strong foundation for her future academic and
professional achievements, shaping her into the accomplished financial expert
she is today.
Educational Background
Gurleen Kaur Tikku's academic credentials are impressive.
She completed her Certified Financial Planner designation from FPSB (India) in
2020. Prior to that, she earned a Postgraduate Diploma in Business Management
(PGDBM) with a specialization in Finance from the Institute of Management
Technology, Ghaziabad, between 2005 and 2007. She also holds a Bachelor of
Financial and Investment Analysis (BFIA) from Shaheed Sukhdev College of
Business Studies, where she studied from 2001 to 2004.
In addition to her MBA, Gurleen holds certified
qualifications in financial planning and mutual fund distribution, establishing
herself as a leading finance expert in India. Her educational background and
certifications reflect her deep expertise and commitment to the financial
industry.
An Unanticipated Path
Gurleen Kaur Tikku's journey began with high hopes for her
12th board results, but she faced an unexpected challenge when she received a
score of 55 in English. Despite the optimism from her parents and teachers
about a potential revaluation boosting her score, the "Best of Four"
percentage remained at 89%. This outcome meant that her dream of attending
Shriram College of Commerce (SRCC) was no longer within reach.
A New Chapter at CBS
Instead of SRCC, Gurleen found herself enrolled in the
Bachelors in Finance and Investment Analysis (BFIA) program at Shaheed Sukhdev
College of Business Studies (CBS). Initially, she was disheartened by the lack
of campus life and blamed her cousin for introducing her family to the college.
Despite promises of a car for the 80 km commute, she ended up taking three
buses daily.
Biography of Gurleen Kaur Tikku:Founder of HareePatti -Entrepreneur/ Investor/Startup/Success story of Gurleen Kaur Tikku/story of HareePatti/financial
Promoting Financial Literacy
Gurleen leverages various platforms, including HareePatti’s
blog and her social media channels, to disseminate comprehensive financial
knowledge. Through these tools, she aims to make practical financial advice
accessible to everyone in India, contributing to greater financial literacy
across the country.
Founding HareePatti and Growing the Business
By 2013, Gurleen would take a significant step by launching
her financial advisory firm, HareePatti. This venture would lead to a period of
rapid growth, including transitioning from a home office to a larger external
office space. Her business expansion would involve growing her team and
exploring new avenues in personal finance. Although she began the CFP
(Certified Financial Planner) course, balancing work and family
responsibilities would prevent her from completing it. Nevertheless, her
business would continue to thrive, and she would experience both personal and
professional growth.
Adapting to New Challenges
The arrival of the COVID-19 pandemic in 2020 would bring
unexpected challenges and uncertainty, causing a global standstill. Gurleen
would adapt to working from home, adjusting her business processes to meet the
new circumstances. The extra time available during the lockdown would enable
her to complete her long-awaited CFP course and experiment with creating and
sharing videos related to her field, enhancing her online presence.
Achieving Recognition and Expanding Influence
By 2022, Gurleen would achieve significant milestones,
including gaining 36,000 YouTube subscribers and 20,000 Instagram followers.
Her dedication to content creation would result in widespread recognition and respect
from her audience. This success would represent just the beginning of her
journey, with more promising achievements on the horizon.
Role and Achievements
As the Founder and CEO of Hareepatti, Gurleen Kaur Tikku
leads the company with her extensive expertise. Her role involves overseeing
the strategic direction and growth of the organization, ensuring it meets the
evolving needs of its clients. Her leadership and knowledge have earned her
significant recognition in the financial sector.
Commitment to Empowering Others
By sharing valuable insights and advice, Gurleen is
dedicated to empowering individuals with the knowledge they need to make
informed financial decisions. Her efforts in promoting financial education
underscore her commitment to enhancing financial well-being for a broad
audience.
Building a Legacy in Finance
Gurleen Kaur Tikku’s journey from founding HareePatti to
becoming a prominent financial advisor highlights her significant impact on the
finance sector. Her work continues to influence and educate many, reinforcing
her role as a key figure in advancing financial literacy and advisory services
in India.
Personal Life
Facing Sudden Loss
Tragically, in March 2005, Gurleen's world was turned upside
down when her father passed away suddenly due to a cardiac arrest. This loss
left her feeling bereft and overwhelmed, forcing her to mature quickly and take
on the responsibility of caring for her mother and younger sister.
Taking Over the Family Business
Following her father's death, Gurleen took over the family
business, which had been established for two decades. The task of maintaining
and advancing his legacy felt monumental. She managed the business and client
relationships while navigating the challenging transition. Despite the
difficulties, she received significant support from her family, including help with
her young son, guidance from her husband, and assistance from her grandfather
and team members.
Growth Through Adversity
Gurleen continued to miss her father and often reflected on
what he would have done in challenging situations. This reflection became a
source of guidance. The lessons learned through her BFIA degree proved valuable
as she connected her education to her business endeavors.
Evolving Over Time
As Gurleen moved forward, she evolved both personally and
professionally. She grew as a business owner, mother, wife, and daughter.
Though she occasionally considered a corporate career and compared her
achievements to those of her friends, she found satisfaction and fulfillment in
her current path. Her journey underscores how unexpected challenges and detours
can lead to significant personal and professional development, ultimately
shaping her into the successful founder of HareePatti.
A timeline of Gurleen Kaur Tikku’s career and achievements:
1986-2000
Early Education: Gurleen completes her Higher Secondary
education at S S Mota Singh Model School.
2001-2004
Bachelor’s Degree: She earns a Bachelor of Financial and
Investment Analysis (BFIA) from Shaheed Sukhdev College of Business Studies.
2005-2007
MBA and Founding HareePatti: Gurleen starts her MBA in
finance at the Institute of Management Technology, Ghaziabad, and founds
HareePatti in 2005.
March 2005
Personal Loss: Gurleen’s father passes away suddenly,
prompting her to take over the family business.
2013
HareePatti Growth: Gurleen’s firm expands from a home office
to a larger space, reflecting significant growth.
2020
Adapting to COVID-19: Gurleen adjusts her business
operations to remote work and completes her CFP course during the lockdown.
2022
Social Media Success: Gurleen achieves notable social media
milestones with 36,000 YouTube subscribers and 20,000 Instagram followers.
2024
Ongoing Leadership: Gurleen continues to lead HareePatti as
Founder and CEO, expanding her influence in the financial advisory sector and
promoting financial literacy.
This timeline highlights key moments in Gurleen Kaur Tikku's
journey from founding HareePatti to her significant impact on the financial
advisory industry.
