Incorporated in year 2017 as Bhavya Finserv with a clear vision of providing professional services in the area of personal and corporate investments, Bhavya Finserv today is an integrated wealth management group with diversified business verticals as Mutual Funds distribution & fixed income Products, Life & General Insurance and Real Estate.
Mutual Fund Investments are investment vehicles where money is pooled from numerous investors in order to reduce risks related to mutual fund investments. Experienced Mutual Fund managers invest the collected funds in diverse asset classes such as stocks, bonds, and government securities. Start your Mutual Fund Investments by completing your one-time identity verification process and avail multiple benefits from Mutual Fund Investments.
We adopt a structured and disciplined advisory approach in Bhavya Finserv and provide you with portfolio solutions that meet your desired financial goals and milestones. Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels.
After a long journey we decided to be techno friendly with technical support as online on boarding web Portal for Customers and Android app to acquire new customer base and serve them better. With this technical development we are able to serve more customers. Customer can sign up, transact for Investment and view their portfolios online.
Our Experienced Wealth Manager Mr. Naresh Mehta (Ex - Banker & Wealth Manager) having huge and wide knowledge of Mutual Funds.
Overview of Mr. Naresh Mehta on Mutual Fund Products: -
- Funds are invested in diversified asset classes which stabilizes return-risk equation.
- Mutual Fund portfolios are expertly managed by experienced professionals.
- Transacting in best Mutual Funds is as easy as trading in stocks on any market day.
- You can start investing in best Mutual Funds with very small amounts.
- Save taxes by investing in best Mutual Fund schemes with tax exemptions through ELSS schemes.
- SIPs in best Mutual Fund help to curb unnecessary expenses and develop a disciplined approach towards investing.
Goal Planner Tool
Bhavya Finserv Goal Planner Tool helps not just with setting your financial goal, but also offers potential solutions on how to meet your goals - be it a dream home, taking a good vacation, planning your child’s education, marriage or a blissful life after retirement. You can create a customized portfolio with investments via the Systematic Investment Plan in a wide range of Mutual Fund Products through the help of this tool. Just click on your desired goal to find your suitable investment option.
Bhavya Finserv Android App
Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!
Visit our website or download our android app https://play.google.com/store/apps/details?id=com.bhavyafin.app.bhavyafinserv for sign up and investing in Mutual Funds. We are always here to suggest best Mutual Funds according to your goal Planning and support you always.