Bonvista Financial Planners - Nashik, India

Financial Planning is nothing but the journey towards Financial Freedom. The Financial Planning process starts with gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy to map a gap. It gives directions & meaning to your financial decisions.

Mutual fund collects money on behalf of small investors and investing it into different asset classes according to investment objective and risk appetite.Investor has an option to invest in equity, debt, gold through mutual funds. Some funds also offer international exposure.

One can achieve disciplined approach and diversification of risk at the same time. It is the best instrument which offers the opportunity for small investors-to invest in equity asset class with lower risk as compared to direct equity exposure.‘Bonvista’ has a strong backbone in terms of research team who will help to you to select appropriate mutual funds.

Risk of life is the biggest risk of life. Insurance is the first step in financial planning. So, treat it that way and protect yourself & your family right away.Be adequately insured. Remember, choosing right insurance policy is much more than just comparing different premiums.

‘Bonvista’ will help you choose right insurance policy.