Ekta B.

Financial Coach | Expert in Goal-Based Investing | Turning Insights into Impact | Enabling HNI Clients & Businesses to Grow through Insight, Efficiency & Execution Excellence

Role: Financial Coach at Happyness Factory
Location: Mumbai, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Ekta B.

I’m a Financial Coach with an entrepreneurial foundation, passionate about helping…

Experience

Financial Coach
Happyness Factory
Sep 2025 — Present · Mumbai, IN
Hi, I’m Ekta Bhambhani — a results-driven Financial Coach and Project Manager who thrives at the intersection of finance, operations, and strategy.Currently, at Happyness Factory - MFA Wealth, I work closely with HNI clients, guiding them toward long-term financial success through Goal-Based Investment strategies, proactive portfolio reviews, and personalized advisory. By delivering exceptional client experiences and leveraging data insights, I drive AUM growth, enhance client retention, and help individuals achieve financial confidence.Having managed my family business prior to MFA for several years, I bring a unique blend of business acumen, operational leadership, and financial strategy to every client engagement. Running a business taught me the realities behind growth, risk, and cash flow — lessons I now apply in helping individuals and families align their investments with real-world goals.

Contact information

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•••••@happynessfactory.in
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Current company

Happyness Factory

Financial Services · 69 employees · Founded 2015 · Mumbai, Maharashtra, India

Happyness Factory is a premier goal-based investing firm and an AMFI-registered mutual fund distributor based in Mumbai. Guided by our unique HappyRich philosophy, we help clients define the purpose of their money, set meaningful life goals, create clear roadmaps, and navigate financial ups and downs with confidence. Our Approach We follow a goal-based investing framework, stay fully compliant, and conduct periodic reviews—so clients can move through life with clarity and without compromise. For Investors We offer expert-driven, goal-based investment solutions supported by technology and human insight. Our approach enables better decision-making, disciplined tracking, and long-term progress aligned to life goals. For Mutual Fund Distributors (MFDs) We provide a robust technology platform along with a dedicated expert team to support sales, marketing, compliance, client servicing, and backend operations. This allows MFDs to focus on scaling their practice and building long-term enterprise value. We also support MFDs in: Business continuity Business succession Business valuation Our Business Continuity model has already proven successful, with 35+ like-minded distributors joining our ecosystem and experiencing meaningful growth. Why Choose Happyness Factory? Personalized solutions aligned to individual goals Seamless client experience with clarity and consistency Advanced technology for tracking and execution Ongoing support—from goal setting to regular reviews Strong track record—₹4,800 Cr AUM, families, presence across 15 cities with 40+ partners At Happyness Factory, we don’t just manage investments—we help shape financial journeys with clarity, structure, and purpose.

happynessfactory.in

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