AMFI-Registered Mutual Fund Distributor

Welcome To Plan Happy Wealth

Plan Happy Wealth was founded by Seema Kakade Ahuja, a Certified Financial Planner (CFP), a Qualified Personal Finance Professional (QPFP) and MBA and brings her more than 25 years of indepth knowledge of Financial Services Industry to the table.

As the name suggests, We help you Plan and Manage your Resources in a Stressfree manner so as to help you achieve all your financial dreams and goals and create Wealth and Happiness for you and your family.

Our Services & Products

Mutual Funds

Mutual Funds are the simplest way to invest in the stock market and take advantage of the Equities asset class.

Life Insurance

The only insurance that one needs is a Term Life Insurance which are more cost effective and does the job they are supposed to do.

Health Insurance

Health is an important aspect of overall financial well-being. The medical costs are increasing. To take care of any health

House Purchase Planning

purchasing a home may be a very difficult task. It can be tempting to settle for the first house that fits your budget

Children’s Education

So, what’s your biggest financial goal in life? Your Child’s education? Their marriages? Planning your own retirement?

Tax Planning Solutions

Paying taxes is our duty – definitely (and statistically) not one of peoples’ favourites. Almost every salaried persongroans

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