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About Us

Bonvista is a one-stop solution for all services in the personal finance domain. Bonvista aims to be a personal guide for a family to achieve financial wellbeing.

Financial wellbeing is a financial state which helps a family, have adequate financial security, a good cash flow, a great net-worth, healthy financial ratios, and investments aimed at important life goals. All the factors above create a strong financial foundation which leads to great financial fitness which ultimately results in financial freedom.

We distribute all products under one roof you require to manage your wealth. Incidental advice to select the product as per your Risk Profile and to have the right Asset Allocate of your wealth across the product is our specialty. A wide range of products helps provide all essential nutrients to better the health of your wealth.

Technology-driven, critically analyzed products, yet presented in a simple and authentic manner for any layman investor to understand and implement as per his needs.

Bonvista has a network of branches across Maharashtra and is growing beyond. Having a branch in your city helps us serve you in a personalized manner. 

Our Team consists of well-experienced personnel. Our team’s cumulative experience is 60+ years. Our team is well qualified having certifications like Certified Financial Planner (CFP), Chartered Wealth Manager (CWM), Chartered Trust, and Estate Planner (CTEP). Our team continuously undergo up-gradation training to update themselves on new investment products and strategies.

Vision

To create highest standards- in helping our clients plan their financial lives, in offering comprehensive services to them, in dealing with simplicity and authenticity.                                                                                                                    

Mission

To help individuals and families imbibe financial discipline in their day to day life. To offer solutions that are easy to understand & practical implement. To make the process of dealing with money an enjoyable experience.

Why us?

Research

Rich experience and relevant qualifications in the field of personal finance enables us to do in-depth internal research. Our internal in-depth research is also backed by researchers from the world-renowned research institutions. This help us to have best fund selection for our clients.

Investment Philosophy

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

Technology

We believe that Technology is one tool that can make your life easier. We use technically high end platforms to plan and execute investments for our clients. Our clients can invest, generate reports, maintain and extract data at a click of mouse. We have user friendly software to serve our clients.

Service

Service is integral to our business. We understand that convenience and comfort of our client will create long lasting relationship. You will enjoy the ease of planning and executing investments with help of our trained polite service staff.

Join Hands for a Bright Tomorrow

Plan for a happy future