Are you worried about whom to trust with your hard-earned money?
Do you feel confused with all the jargon around investment planning and mutual funds?
If you've answered yes to any of the above, you’ve come to the right place.
We're Happyness Factory - the digital arm of one of India's largest & most award-winning wealth management firms, My Financial Advisor (MFA).
With our flagship HF Invest app, we bring our Financial Planning & Mutual Fund Investing expertise gathered over a decade, right at your fingertips.
Our one objective - to take care of your life goals so you enjoy the freedom to focus on things that matter the most to you.
The HF Invest app is backed by 100+ Financial Coaches across India to ensure that you make the smartest investment decisions and have zero financial worries.
1. Plan for your life goals and get tailored investment plans
2. Invest in a curated set of funds chosen for your goals from over 1800+ mutual funds
3. Invest via a seamless, 100% digital process
4. Track your goals mapped to all your mutual fund investments
How can HF invest help you?
1. Plan for your goals: Joy, our financial coach, will walk you through planning for your Goals. You can create your own or pick a goal such as:
- Wealth Creation
- Tax Saving
- Dream Home
- Child's Education
2. Invest in a curated set of Mutual Funds: Based on your goal, risk appetite, and timeframe, you will receive an investment plan with a curated set of mutual funds recommended by our algorithm.
- Use the SIP calculator to know how much you need to invest
- See the risk exposure and the historical performance of mutual fund schemes
- Our algorithm helps you diversify your investments across mutual funds
- Invest in mutual funds via SIP or lumpsum modes
- Invest as low as ₹1000 (for a SIP) or ₹5000 (for Lumpsum) across mutual fund schemes
3. Invest via a 100% digital process: Sign-up and get investor ready in minutes.
- Complete your one-time KYC verification process in-app
- Automate your SIP by setting up bank mandate or investing in mutual funds using net banking
- Buy and sell mutual funds with ease - Redeem funds or start new SIPs in a few clicks
- We support all major banks for SIP and lumpsum mutual fund investments; On redemption, funds are credited to your bank account
4. Track investment performance: Monitor all your investments in one place.
- Dashboard to track all your goals and mutual fund investment performance
- Check mutual fund NAV and returns
5. Get expert advice from your Personal Financial Coach: Whenever you need help and even when you don't, our financial coach will always have your back.
Our recommendations feature the best-in-class Mutual Funds to help you:
- Get better returns than your savings account and save for daily expenses with Liquid Mutual Funds
- Earn more than your FDs at low risk with Debt Mutual Funds
- Save on Tax by investing in Tax Saving Mutual Funds (ELSS)
- Enjoy the benefits of investing in the stock market with Equity Mutual Funds
We recommend mutual fund schemes with a track record of consistent high performance from the most reputed mutual fund houses such as:
- Aditya Birla Sun Life Mutual Fund
- Axis Mutual Fund
- DSP Mutual Fund
- Franklin Templeton Mutual Fund
- HDFC Mutual Fund
- ICICI Prudential Mutual Fund
- IDFC Mutual Fund
- Invesco Mutual Fund
- Kotak Mahindra Mutual Fund
- L&T Mutual Fund
- Mirae Mutual Fund
- Motilal Oswal Mutual Fund
- Nippon India Mutual Fund
- SBI Mutual Fund
- Tata Mutual Fund
- UTI Mutual Fund
All major RTAs (CAMS, KFin & Franklin) are supported by us and units purchased can also be checked on mutual fund apps like MyCams & KFinKart.
Our strict data security and privacy policies keep your data confidential & 100% secure.
Planning and investing in mutual funds via HF Invest is simple and 100% free. Download the app now to get started!