Happyness Factory is a premier Goal-based Investing WealthTech and Mutual Fund Distribution firm based in Mumbai. Guided by our unique HappyRich philosophy, we help clients define the purpose of their money, set life goals, create roadmaps, and navigate financial ups and downs, ensuring they make informed and wise financial decisions.
Our Approach:
We follow Goal-Based Investing, stay 100% compliant, and conduct periodic reviews so our clients can live a worry-free life without compromises.
For Investors:
We offer expert-driven goal-based investment solutions, powered by cutting-edge technology and backed by human expertise. Our approach ensures wise investments, consistent tracking, and confident wealth-building.
For Mutual Fund Distributors (MFDs):
We provide a world-class technology platform and a dedicated expert team to manage sales, marketing, compliance, client servicing, and back-end operations. This enables MFDs to focus on growth, scalability, and create enterprise value. We also support Mutual Fund Distributors in Business Continuity and Business Succession. Our expertise also extends to Business Valuation, ensuring you receive a fair assessment of your business.
Our Business Continuity model has already proven highly successful, with over 35 like-minded Mutual Fund Distributors joining our community and experiencing significant growth.
Why Choose Happyness Factory?
✅ Personalized Solutions – Tailored investment strategies based on individual goals.
✅ World-Class Client Experience – Seamless service, clear communication, and expert guidance.
✅ Advanced Technology Stack – Empowering clients to track, invest, and manage wealth.
✅ Guidance at Every Step – From goal setting to execution, reviews, and beyond.
✅ Proven Track Record – Managing ₹4,800 Cr in AUM, serving 11,000+ families, and operating in 15 cities with 40+ partners.
At Happyness Factory, we transform financial journeys—helping investors and MFDs scale, grow, and succeed!
Company Details
- Employees
- 55
- Founded
- -
- Address
- M G Road, 301,narain Chambers,india
- Phone
- 022-6243-9700
- co****@****tory.in
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- happynessfactory.in
- Keywords
- Personal Finance, Financial Planning, Finance, Investments, Fintech, Portfolio Management, Financial Services, Mutual Funds, SaaS, Goal Based Investing, Financial Coaching, Technology Platform, Business Valuation, Business Succession, Succession Planning, Exit Strategy, Retirement Planning, Retirement Specialist, Financial Goal Planning, Business Continuity Solutions.
- HQ
- MUMBAI , Maharashtra
Happyness Factory (Amfi Registered Mutual Fund Distributor) Questions
Happyness Factory (Amfi Registered Mutual Fund Distributor)'s helpline number is 022-6243-9700
Happyness Factory (Amfi Registered Mutual Fund Distributor)'s website is happynessfactory.in
Happyness Factory (Amfi Registered Mutual Fund Distributor)'s LinkedIn profile is https://in.linkedin.com/company/happynessfactory
Happyness Factory (Amfi Registered Mutual Fund Distributor) has
55 employees.
View email and phone details for 55
employees at Happyness Factory (Amfi Registered Mutual Fund Distributor).
Happyness Factory (Amfi Registered Mutual Fund Distributor)'s industry is
Financial Services
Happyness Factory (Amfi Registered Mutual Fund Distributor)'s top competitors are
Mfa,
Claravest,
Nj Mutual Fund,
Mutualfundwala - Mutual Fund Distributor,
L.f.c. Securities Pvt. Ltd.,
Fintoo,
Moneyfront,
Happydemic,
Mfa Financial, Inc.,
Hdfc Mutual Fund.
Happyness Factory (Amfi Registered Mutual Fund Distributor)'s support email address is contactus@happynessfactory.in
Happyness Factory (Amfi Registered Mutual Fund Distributor)'s categories are Financial Services
Happyness Factory (Amfi Registered Mutual Fund Distributor)'s founding year is 2015
