Products & Solutions

Mutual Funds

Disciplined investment with diversification. One of the most regulated investment alternative. Better than Fixed
Deposits and safer than the Stocks. Tax efficient investment and beating the inflation.

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Threat to life is the biggest risk of life. Insurance is the first step in financial planning. So, treat it that way and
protect yourself & your family the right way.

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Will Writing

Will writing means making a plan in advance and naming whom you want to receive the things you own after you die.

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Portfolio Management Services

Investment alternative for high net worth individual investors.Portfolio Management Services are for the investors who are willing to capitalize on high growth potentials of equity investing coupled with personalized investing experience.

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P2P Lending

Peer to Peer Lending or P2P is a new investment alternative with assured returns better than FD and risk lesser than equities.

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Equity Broking

Do your equity transactions through one of the high tech trading platforms by Sharekhan

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Client's 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)

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