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.