Plan Today to Secure Your Tomorrow
Goal-Based Investing for your peace of mind
Planned investing, aligned with your specific needs and objectives, ensures your portfolio receives the necessary structure for growth and stability across India and 15+ global destinations.
Bonvista helps you build sustainable family wealth through goal based investing, securing your peace of mind.
AUM Trusted
Families Served
Countries Reached
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14 + Years
Why Are We Your Trusted Partner for Financial Well-being?
We are a one-stop solution for all your personal finance distribution needs, dedicated to guiding families across India and abroad towards a secure and prosperous future.
AMFI-Registered (ARN-136656) & Expertly Led by Founder Director Unmesh Deshmukh
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Financial Security: Ensuring you have the resources to navigate life's uncertainties.
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Healthy Cash Flow: Managing income and expenses for a sustainable lifestyle.
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Growing Net Worth: Building assets and reducing liabilities for long-term wealth.
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Optimized Financial Ratios: Maintaining key metrics for financial stability and growth.
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Goal-Oriented Investing: Aligning your investments with your life goals.
Our holistic approach empowers you to achieve financial freedom and live life on your own terms.
Why Do 800+ Families Trust Bonvista With Their Wealth?
Hear Directly From Our Investors
"I thought running a large business meant I did not need a consultant. Within a year, Bonvista proved how personal goal planning transforms financial freedom."
"My earlier investments lacked direction. Bonvista restructured my entire portfolio around clear timelines and actively reviews it for strong returns."
"Even as a practicing CA for 30 years, I trust Bonvista with my investments. They charted my 5, 10, and 15-year goals with exceptional results."
"Visiting the Bonvista office and seeing their research infrastructure and team quality gave me complete conviction to grow my wealth with them."
Want a personalized roadmap like our investors?
Speak directly with our AMFI-registered wealth team for a zero-obligation portfolio review.
How Can SIFs Grow Your Wealth with Flexible, Tailored Funds?
Specialised Investment Funds (SIFs) offer a SEBI-regulated bridge between traditional Mutual Funds and PMS strategies. At Bonvista, we help discerning investors unlock institutional-grade long-short equity, sector rotation, and hybrid strategies (minimum investment Rs. 10 Lakhs). With our focus on expert risk management and straightforward guidance, we make sophisticated investing simple and secure.
What Distribution Services Do We Provide?
Mutual funds offer a powerful and flexible way to achieve your financial aspirations.
Explore our Mutual Fund options
For discerning investors seeking access to potentially higher returns and curated investment approaches.
Discover our PMS options
For sophisticated investors seeking to diversify beyond traditional asset classes.
Explore Alternative Investment FundsStructured Wealth Solutions Matrix
Compare investment tiers curated for Resident Indians, HNIs, Corporate Treasuries, and Global NRIs
| Investment Solution | Regulatory Minimum | Ideal Investor Profile | Core Wealth Objective |
|---|---|---|---|
| Mutual Funds (SIP & Lump Sum) | Rs. 500 / Rs. 5,000+ | Salaried Professionals, Families & NRIs | Goal-based compounding, retirement, education & tax efficiency |
| Specialised Investment Funds (SIF) | Rs. 10 Lakhs | Emerging HNIs & Seasoned Investors | Flexible equity/debt strategies bridging MFs and PMS |
| Portfolio Management Services (PMS) | Rs. 50 Lakhs | High Net Worth Individuals (HNIs) & Corporates | Concentrated, high-conviction direct equity ownership |
| Alternative Investment Funds (AIF) | Rs. 1 Crore | Ultra-HNIs & Family Offices | Private equity, structured credit & long-short alpha strategies |
How Does Our Expert Team Structure Your Wealth?
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Personal Meeting -
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Investment Profiling -
Goal Planning -
Preparing Bucket Strategy -
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Asset Allocation Model -
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Bucketing Goals & Assets -
Preparing Model Portfolio -
Executing Investments -
Periodic Review & Changes
Need Any Help?
Bonvista's team is here to help secure your family's financial well-being, improve cash flow, and invest in your future across India and globally. Contact us today to start your journey to financial freedom!
Regional & Global Presence: Active advisory operations in Mumbai, Pune, Thane & Chhatrapati Sambhajinagar | 100% Digital Desk serving NRIs in 15+ Countries
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Real Expertise. Real Results.
Ready to Start Your Wealth Creation Journey?
Our experts at Bonvista are ready to guide you. Whether you're securing your family's future, boosting cash flow, or planning investments across India or as an NRI, we have the solutions for you.
