Unbiased, personalised, and smart financial solutions for every aspect of life.
We’ll work with you to create a comprehensive financial strategy roadmap tailored to your journey, recommending strategic solutions to keep you on track for financial success.
Mutual funds
Health Insurance
Tax Advice
Term Insurance
When you invest with us, we earn a small commission of upto 1% from mutual fund companies for our recommendations.
That’s it.
Because we’ll help you live your best life today while ensuring you’re planning for a secure, anxiety-free tomorrow.
I want to start investing, but don’t know where to start.
I’m earning well now, and it’ll only get better... I need a financial guide.
I already have significant investments but I need help to manage and grow them.
We help you with the best plan and mutual fund recommendations that suit you and your goals. No hidden costs, no confusing language.
Your dedicated financial guide will be available to answer, adapt, modify and customise your investment strategy on an ongoing basis.
We tailor your investments to fit your life so you have the freedom to invest, withdraw, pause and scale on your terms.
Your data belongs to you. We don’t sell any personal info; and we always prioritise your interests — personal and financial — above all else.
I want to start investing, but don’t know where to start.
I’m earning well now, and it’ll only get better... I need a financial guide.
I already have significant investments but I need help to manage and grow them.
4.3
“Happy Investor has been a true partner in building my financial future. I’m able to take more risks with my career and do things on my own terms. Financial freedom gives you the power to say ‘no’ and that’s invaluable.”
Sunder RamachandranHead - Transformation & Commercial Excellence
Dr. Reddy’s Laboratories
“Happy Investor helped me map my goals with avenues to get there vis-a-vis where I was in my life and finances. That conversation changed my approach to a lot of things and really put things in perspective. They take care of my investments from a holistic point of view instead of approaching it in silos, and I’m now far less anxious about money and more disciplined about my financial wellness.”
TejaswiniManager, Hewlett Packard
“Happy Investor doesn't just crunch numbers; they understand our dreams, aspirations, and most importantly, our hopes for our daughter's future. Their ability to align our investments with our life goals is nothing short of magical. Beyond the numbers and strategies, what truly sets them apart is the trust and confidence they inspire.”
Ritesh Shete & Divya Singh
“Before Happy Investor, I wasn't aware about trends in the investment market; I wasn’t sure how safe it would be to invest and grow my money to beat inflation and create wealth. Now, all those early stage fears are gone and I’m far more confident, have a better portfolio and good returns thanks to Happy Investor managing our funds. They have an excellent team, quick service, and are very responsive. They’re a one-stop-solution for all kinds of financial, insurance and wealth services, which we find most useful.”
S Padamchand
Director, Yyash Trading Company
