The key is when a customer walks away, thinking 'Wow, I love doing business with them, and I want to tell others about the experience'.
Bonvista Team has done a wonderful job in figuring out my financial problems and providing the solution. In particular, I liked the way you guys go to the implementation of solutions provided. Now I am confident that this plan will take me closer to my goal of financial freedom.
I was worried about completion of Financial Goals. I was also not sure whether my investments were right. I got a right guidance from Bonvista Financial Planners. I have changed my investments as per their guidance. The biggest relief is that now I am free from all the worries and am able to concentrate on my profession.
I am seeking regular investment guidance from Bonvista since last 3 years. I approached them when I was 56. It was because of them that I could build a substantial Retirement corpus. The corpus has steadily grown in past three years. I am quite confident that I can retire with great peace of mind now.
I own a Security Agency. I was facing lots of problems related to my personal and business finances. Everything was mixed together. After completing my financial plan things have become more disciplined. I could separate my personal finance from the business finances. I can see the difference.
A Financial Plan is the ultimate tool to guide you to your financial goals. A Financial Plan is also a solution to your money issues.
Build a strong Financial Foundationion
Holistic planning for a great future
Program for passive income generation
Investment Planning for Wealth Creation
Family Office is a bouquet of services and solutions rendered from a single source. Now say no to 'running from one consultant to another' for your financial management needs.
A financial Management package customize for special families.
Compare, analyse and choose a best solution from the basket of products across financial domain. Get the help of product specialists to choose the best among all.
One of the best investment alternatives… Kyonki Mutual Fund sahi hai…
Protection for your loved ones when you are not there.
Make the best health solutions available for you and your family.
Investing in Shares with Personalized Management
Earn higher interest by lending your money.
Investment of minimum 1 Cr for rich you.
It is always better to avoid complications…. even after death
Here are some guidelines for you to determine the correct service from above:
In case you / your family have never done any planning so far, you are below 50, your income is not more than Rs 50,000 per month, you have never worked out the amount of health insurance and life insurance you need to buy and you have never planned for goals like education of child, retirement, marriage of child then Foundation Planning is best suitable for you.
Comprehensive Financial Planning:
In case you / your family have somewhat planned so far, you are below 55 and earning more than Rs 50,000 per month, you wish to review your existing investment portfolio and build perfect investment portfolio for future of your family, you need to understand whether your current insurance are right and wish plan for right amount of insurance, you wish to ensure fund availability for goals such as child education, foreign vacation, new car, your retirement etc, you wish to have a personalized planning and guided execution of the plan then Comprehensive Financial Planning is best suitable for you.
In case you just wish us to prepare your investment portfolio as per your risk appetite, in case you wish us to review and rebalance your existing investment portfolio, in case you wish to have proper asset allocation done, in case you do not wish to get into other part of planning like Insurance planning, goal planning, assessment of current financial situation and in case your existing investment portfolio / potential is above 10 Lac then Investment Planning is best suitable for you.
Journey to Financial Freedom:
In case you wish to plan and achieve for Financial Freedom through a guided multiyear program, you wish to have personalized services, you wish us to plan, monitor, execute almost everything in your financial journey and guide you to stage when you will start earning Financial Freedom then Journey to Financial Freedom is best suitable for you.
(Financial Freedom is that stage of life you will start earning passive income so that you do not have to work for money)
Family Office is a budget of a service provided from single source. This can be an ideal solution for HNI/ Business / Joint Family. Now you can say no to 'running from one consultant to another' for your financial management