About Us

TEAM THAT YOU CAN BANK ON

Meet Our Team

Bonvista is a one-stop solution for all Financial 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 that helps a family

  • Have adequate financial security
  • Good cash flow
  • Great net-worth
  • Healthy financial ratios
  • Investments aimed at important Life Goals

All these factors create a strong financial foundation leading to great financial fitness; resulting in Financial Freedom.

Products & Services

We distribute all products that you require to manage your wealth under one roof. We specialize in providing incidental advice to select the right product for you, considering your Risk Profile. We help you have the right Asset Allocation of your wealth across the products. A wide range of products helps in providing all essential nutrients for better health of your wealth.

We provide Technology-driven, critically analysed products, financial services. We ensure to present you everything in Simple and Authentic manner. This enables any layman investor to understand and implement the same.

Network

Bonvista has a network of branches across Maharashtra and is growing beyond. 

FundBox – An Innovative Concept

Bonvista has now introduced a DIY tool to cater to your small investment needs of investing in Mutual Funds. ‘FundBox’ – A unique concept of curated Mutual Fund Schemes to meet your investment needs as per your Investment Goals, Risk Profile, Investment Tenure and Amount to be Invested. With FundBox you will be able to invest on your own in just a few minutes by visiting our portal.

 

For all other needs our Team is always available at your service.