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AMFI-Registered Mutual Fund Distributor

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Company Profile

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.

HAPPY 2 INVEST is a Private Wealth Management and Financial Consultancy firm. We primarily focus on making long-term, controlled investments in different asset classes & businesses. Our approach relies on partnering with strong business & management, supporting the individuals & businesses with our considerable resources, advice, and bringing a constructive and pragmatic mindset to drive significant short-term as well as long-term value.

Established in 2019, in India, HAPPY 2 INVEST'S presence across pan India brings global perspectives and equips our inter-country teams with the expertise to handle large and complex transactions.

Our Mission

Our Mission is to Educate, Empower & Inspire people to live their financial dreams.

Our Vision

By providing premium financial education, training and empowering people to take control of their financial future.