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.
Mutual Funds are the simplest way to invest in the stock market and take advantage of the Equities asset class.
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 is an important aspect of overall financial well-being. The medical costs are increasing. To take care of any health
purchasing a home may be a very difficult task. It can be tempting to settle for the first house that fits your budget
So, what’s your biggest financial goal in life? Your Child’s education? Their marriages? Planning your own retirement?
Paying taxes is our duty – definitely (and statistically) not one of peoples’ favourites. Almost every salaried persongroans