Someone you trust sent you here
If a friend, a family member or a colleague told you to talk to their mutual fund distributor — that is us. Here is what we do and what to expect, so you can decide for yourself.
What H2 Investment is
H2 Investment is a mutual fund distributor registered with AMFI, under ARN-200996. One person runs it, and the person who replies to you is the person you deal with — not a call centre, not an app funnel, not a queue that hands you around. We help people in India choose, buy and hold mutual fund schemes, we handle the paperwork, and we stay for the long, uneventful part afterwards.
Your money never passes through us. It goes from your bank account to the fund house, and the units are held in your name. We are not owned by a fund house and we have no product of our own, so nothing on our side pushes one company’s schemes over another’s.
What working with us is like
- The same person every time. You will speak to Himani, who runs H2 — the same person on the first call and the tenth.
- A first conversation of about half an hour. Nothing is sold on it and there is no charge for it. If we are not the right fit, we will say so.
- No follow-up sequence. If the timing is not right, we do not chase you. You come back when it suits you.
- Plain language. We explain how the categories work and what a scheme document actually says. New to any of this? The learning hub covers the basics without hype, and the calculators let you try the arithmetic yourself.
Why a recommendation like this is worth trusting
The person who sent you here got nothing for it. We do not run a “refer a friend” scheme: there is no reward, no voucher and no discount for an introduction — the rules for a mutual fund distributor do not allow it, and honestly we would not want them to.
A recommendation is only worth something when the person making it has nothing to gain from it. Whoever pointed you our way did it because the experience was worth passing on. That is the only thing holding this up, and we would rather it stayed that way.
What we cannot do
So nobody arrives expecting the wrong thing. We are a distributor, not an adviser. We cannot tell you which scheme will do best — nobody can, and past performance does not indicate future results. We cannot promise a return: the value of a mutual fund investment moves with the market and can fall as well as rise. For a fee-only personal financial plan, a SEBI-registered investment adviser is the right person, and we will tell you so if that is what you need.
The first step
There is nothing to sign and no account to open just to talk to us. Tell us what you are trying to do — starting an SIP, reviewing what you already hold, planning for a goal, or investing from abroad as an NRI — and a real person reads it and replies.
Prefer to call or message? Phone +91 77779 47060, Monday to Sunday, 8:00 AM – 10:00 PM IST.