Welcome to our Website

AMFI-Registered Mutual Fund Distributor

Welcome To Happy2Investt

A Client-Centric, Multi-Family Office Providing All The Wealth Management Solutions To HNI - UHNI Families
At ‘HAPPY 2 INVEST’, we see things that others may overlook and we combine our vast experience from across the world, our intense knowledge of the sector, and distinct insights, to offer our clients profound, strategic solutions.

Our Services & Products

Financial Planning

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home.

Insurance Planning

Insurance is a contract of indemnity ie. The insurer agrees to pay the insured a certain sum of money either on the happening or the non-happening of a certain event.

Wealth Management

Wealth Management collection of financial investments, which carries various different types of investment options suitable to your financial goals.

Mutual Funds

We Distribute Mutual Fund products for Short, Medium & Long Term as per one's need. You can choose from various categories as per your requirements.


PMS or Portfolio Management Services is a tailor-made professional service offered to cater to the investment needs of a niche segment of clients.

Tax Planning

The term income tax refers to a type of tax that governments impose on income generated by businesses and individuals within their jurisdiction.


Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.