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Bangalore MFD KG Manjunath of Mutual Funds Point has joined hands with Happyness Factory, a wealthtech platform led by Amar Pandit.
With AUM of Rs. 90 crore, KG Manjunath’s clientele includes CXOs, retirees, business owners, and doctors.
Through this partnership, the wealth tech platform will ensure business continuity and succession for Manjunath.
Manjunath feels that this strategic partnership will give him more time to manage clients. He said, “As an individual MFD, I have been exploring the collaboration opportunity for over 4 years. The primary reason to associate with Happyness Factory is to insulate and secure my clients with the best support system and also to offer the best possible personalized attention to understand them better in phygital (physical+digital) way! Although my succession plan was not urgent (everyone thinks the same way!), I considered it as important and decided to associate with the wealth tech platform.”
