One of the newest entrants into the ever-booming Fintech space,
HappynessFactory.in, achieved an impressive AUM of Rs.100 Crore within just
eight months of being operational.
In
line with its core philosophy of “Happiness is a great investment strategy”, HappynessFactory.in
was launched on the International Day of Happiness on March 20,2017.
Founded by
Amar Pandit,CFA , HappynessFactory.in is a Goal Based Financial
Planning solution that provides users with a personalized solution
to bridge the financial gap between their aspirations and current reality.
HF.in helps them achieve their financial goals through a world class client
experience. Since their launch in March 2017, HappynessFactory.in
has more than 1,500 registered users.
The
past year has seen a plethora of Robo-Advisory platforms hitting the market,
but Amar believes that it is their insights about delivering happiness,
unparalleled client experience and personal care of clients that sets them
apart.
He says, “For us ‘Personal Finance’, is always more about
personal than it is about Finance. Our solution tries to connect with a client
at an emotional level by making them think about what is really important to
them. This is done by giving our customer’s clarity on what they are really
looking for and what their goals are. Through our goal based process, we make
the customer think deeply, which translates into an emotional and trusting
relationship.”
HappynessFactory.in is also
building a partner network to expand its reach. For Amar, it’s not just about
the technology. He says. “I believe that relying solely on technology isn’t
enough to help people make prudent money decisions or help manage investor
behavior in tough times. There is a need for some human touch as well.” He
believes in a ‘Hi-tech, Hi-Touch Hybrid Model’ as it not only adds trust to the
platform, but also guides people to invest in the right way and most
importantly stick to a disciplined path of investing over one’s lifetime.
HF.in has
got phenomenal appreciation not just from Indians but also NRIs, global product
executives and opinion makers from the US Wealth Management industry.
Looking
ahead, the founder and his team remain positive about hitting their next
milestone of Rs.200 Crore of assets under management soon. 
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