Happequity Investments and Finance is the realisation of a simple idea: to better understand the world of equity investment and to build an ecosystem based on unrivalled expertise, transparency, and strong relationships to help people prosper and grow.
Since our inception, we have grown to become a 500+ strong family, backed by a team of industry veterans and experts in the field. Over time, Happequity Investments and Finance has outperformed benchmarks such as the NIFTY, learning from its mistakes and recognising financial opportunities with experience and awareness, creating a circle of real worth, loyalty, healthy and economic power.
Investment Advisory
We can help you manage your investments to ensure you meet your financial goals in time.
Legacy Planning
Legacy planning is important to consider before a person passes away. After a person passes away, their wealth and possessions are passed on to people specified in the will.
Stock Market Investment
Investments in stock markets can be risky but at the same time it can grow your investment exponentially.
Regular Income Planning
Typically designed for conservative risk-averse investors and pensioners, the Monthly Income Plan is an investment option that parks money mainly in lower-risk securities.
Child Plans
Your child might be just a 2-year-old, but it's not too early to start figuring out how you'll pay for college.
Retirement Planning
Retirement planning is ideally a lifelong process. You can start at any time, but it works best if you factor it into your financial planning from the beginning.