We believe in providing simple and relevant solutions to our clients. We thrive to present our proposals in jargon- free language.
Nashik Office

1st floor, Margaret Tower,
Canada Corner, Nashik- 422002

support@bonvista.in

One Stop Solution
For a Bright Tomorrow

Life is a journey that needs a perfect financial plan, a roadmap to the goals and a guide to handhold you through the journey.

One Stop Soltution

What Clients Say About Us

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'.

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Financial Planning

Plan today to secure your tomorrow

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.

Family Office

Single Point sources to your Family's Financial Management

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.

Family Office

A financial Management package customize for special families.


  • Financial Planning
  • Investment Advisory and Wealth Management
  • Protection Planning and Management
  • Estate and Succession
  • Liability Management
  • Accounting and Taxation Management

Solutions

Product Basket for all your needs

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.

Product Basket for all your needs
  • Mutual Funds

    One of the best investment alternatives… Kyonki Mutual Fund sahi hai…

  • Life Insurance

    Protection for your loved ones when you are not there.

  • Health Insurance

    Make the best health solutions available for you and your family.

  • Portfolio Management Services (PMS)

    Investing in Shares with Personalized Management

  • P2P lending

    Earn higher interest by lending your money.

  • Alternate Investment Funds (AIF)

    Investment of minimum 1 Cr for rich you.

  • Will Writing

    It is always better to avoid complications…. even after death

FAQ's

Here are some guidelines for you to determine the correct service from above:

  1. Foundation Planning:

    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.

  2. 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.

  3. Investment Advisory:

    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.

  4. 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 service specially designed for families having multiple businesses, having joint structures and who enjoys HNI status with assets of more than 25 Cr. Family office is all about outsourcing the financial management of your family to your trusted advisor. Everything from planning and executing your investments, planning for executing the right Insurance, Ensuring the liability control, helping families plan for distributing estate (assets) during separation and during succession. In case most of above is applicable to you then Family Office Service is for you.

Yes, you can. It is not required for you to avail the services mentioned above.

Yes, you can. It is not required for you to avail the services mentioned above.

You can either buy the products from any distributor of your choice or from our separate distribution division. The ongoing charges for these services will be disclosed to you.

The best plan is useless unless it is put into action. We will assist you completely in implementing the plans, if and when you desire.

In addition to our local client base, we also provide service to families around the country. Technology enable us to leverage a number of tools which helps us bridge the gap.

You will be able to view your investment portfolio and performance at any time via Bonvista's client portal and Bonvista's Mobile app.

Once we have mutually agreed after an initial investment, we begin the formal process of establishing our relationship with you and your family. We will give you the letter of engagement to sign. After signing of letter, we will start working on your financial and personal information provided by you to create the best financial plan.

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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