One Stop Solution For a

Happy Future

A Financial Life is a Journey that needs a Perfect Roadmap to your Goals and a Guide to handhold you Through the Journey.

Tailormade

Readymade

Plan Today to

Secure Your Tomorrow

Planned Investing based on needs and objectives provide necessary nutrients to Portfolio

Tailormade

Readymade

Our Approach

Investments are mostly mis-bought. To avoid this, we serve using two approaches. Tailormade is a Personalized approach while Readymade is Online.

Choose Right Approach Based on Your Priorities

Personalized Approach

Holistic Wealth Management
Multi-product Investments
In Depth Need based Approach
Personalized Discussion

Online Approach

Quick start to investment
Online “Do It Yourself”
Goal Based Mutual Fund Investing
Complete Online Support

FAQ’s On Personalized and Online Investing Approaches

Testimonial

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.