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Financial Planning and Investment industry is growing at a phenomenal pace. India is expected to be among top 3 economies in the world by 2030. Financial Planning, Mutual Fund and other Investment Business opportunities are growing fast. 

We are in the process of expanding our network throughout the country. As a part of this network we are joining hands with Advisors / Distributors who can deliver our services and products.

SEBI: Opportunities in Mutual Fund Industry

This is what we look for in Advisor / Distributor-

  • Individual with entrepreneurial mindset who can replicate our business model in his city / town
  • Willing to create a sustainable and life long income source without any initial investment
  • Background in personal finance / financial services industry is preferred but not compulsory
  • Has a good social network in his city / town
  • Willing to operate and grow his independent business
  • Has a long term vision for building a sustainable business

Cafemutual: 6% Distributors earn more than 20 Lac annually

Unique Business Propositions:

  • Investment advisory and distribution is a unique business opportunity which has potential to create life long income source for the distributor
  • The income source will remain alive even if you stop working tomorrow
  • Can work full time or part time
  • Advisor/Distributor is representative of Bonvista and will be generating business in his area of operation
  • He/She will approach families who are searching for financial planning/investment advisory services
  • Advisor/Distributor will be managing the investment portfolio for his client
  • In addition Advisor/Distributor will also guide the clients on Financial Planning
  • Opportunity to earn starting from Rs 25000 per month up to Rs 2 Lac per month
  • Advisor/Distributor will be trained on various aspects of business by us

 

What support provided by Bonvista:

  • Bonvista will impart training for clearing AMFI exam which is required for distribution of Mutual Funds
  • Bonvista will assist the Advisor/Distributor in selling the products and services
  • Advisor/Distributor will get access to various business management software to manage his/her business
  • Bonvista will provide training and knowledge on all the products 
  • Bonvista will provide world class research to the advisors so they can focus on sales and marketing   

Why us?

  • Bonvista has seasoned team who have individually spent more than 20 years in business
  • Bonvista team comprises of qualified and certified staff including, Certified Financial Planners, Chartered Wealth Managers and most of them equipped with latest certifications in financial markets.
  • In person online support to advisors and distributors
  • Our team provide full support to advisors and distributors in dealing with HNI (High Networth Individual) 

Contact Us:

Fill up your contact details. We shall send you the detailed presentation on the opportunity. We shall also send you the income projections. Our representative will also get in touch with you.

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      TESTIMONIALS

      "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."

      Ravindrra Avale
      Proprietor (Laxmi Techno Services)

      "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."

      Prasad Pathak
      Industrial Engineer (Foundation Brake Mfg. Ltd.)

      "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."

      Dr. Sudhir Naik
      Research Head (Asia Pacific -Uflex Packaging)

      "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."

      Ajay Singh
      Proprietor (Nice Security Agency)

      Need Help ?

      Please feel free to contact us. We will get back to you with 1-2 business days. Or just call us now

      +91-7447404875
      support@bonvista.in

      Get In Touch With Us

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