WHY HAPPY MONEY TO YOU

  • Proper Money management to suite your Risk Appetite
  • Guarantee HAPPINESS for you and your FAMILY, without worrying about the volatility in external environment.

    • 20

    Years of Experience

    1600
    +

    Happy Clients

    140
    cr+

    Worth of Investment

    100
    %

    Satisfaction

    INVESTMENT OPTIONS

    LUMP SUM
    INVESTMENT

    MONTHLY
    INVESTMENT – SIP

    OUR PROCESS

    Mutual Funds – Best Way of Planning your Investments

    IDENTIFY GOALS

    We suggest you to have a detailed discussion, either in person or through video conferencing, with our Investment Counselor along with your spouse, about your Aspirations and its ways and means of achieving it. List it of based on the priority, understand the solution given and get ready for allocation of money to each of your aspirations

    COMPLETE FORMALITIES

    To initiate the Investment process, KYC documents are needed.     Download the required list of KYC documents

    CHOOSE A PLAN & INVEST

    On understanding your Risk Appetite and Aspiration, You will be offered a Scheme suitable for your Goals. Start your Investment either in Physical form or through online with the facilities offered by us

    SITBACK & GROW YOUR MONEY

    Once the Investment started, you can monitor your account through us. You can see the amount of money invested, its growth along with XIRR return. You can be in relaxed state of mind, which is getting assured due to our Asset Allocation strategy.
    Once you en cash your investment on achievement of your goals, you can have your Profitability Statement along with Income tax Capital Gain Statement if applicable.