Bonvista Financial Services Pvt. Ltd. is an AMFI registered Mutual Fund Distributor holding ARN No.136656

Borderless Wealth Solutions

What Investment Solutions Does Bonvista Offer Worldwide?

Bonvista Financial Services Pvt. Ltd. (AMFI ARN-136656) is a 100% digital, paperless investment distribution platform. Whether you are a salaried professional in India, a business owner, or a Non-Resident Indian (NRI) living across the globe, we help you structure, execute, and track goal-based portfolios from anywhere in the world.

Mutual Fund Distribution and SIP Planning - Bonvista

Mutual Funds (MF) & SIPs

Build long-term wealth systematically through equity, hybrid, and debt mutual funds tailored to your family's life goals and risk profile.

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Portfolio Management Services (PMS) for HNIs and NRIs

Portfolio Management Services (PMS)

Curated high-conviction equity and multi-asset portfolios designed for High Net-Worth Individuals (HNIs) and global NRIs seeking alpha generation.

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Alternative Investment Funds (AIF) Distribution

Alternative Investment Funds (AIFs)

Institutional-grade Category I, II, and III AIF strategies offering exposure to private equity, venture debt, and long-short funds.

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Government Bonds and Corporate Fixed Deposits

Bonds & Fixed Deposits (Bonds & FDs)

Anchor your portfolio with fixed-income instruments including RBI Floating Rate Bonds, Government Securities, and AAA-rated Corporate FDs.

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Life and Health Insurance Protection Solutions

Insurance (Life & Health)

Safeguard your family's compounded wealth against unforeseen medical emergencies and life uncertainties with comprehensive risk cover.

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Specialised Investment Funds (SIF) in India

Specialised Investment Funds (SIFs)

SEBI's bridge category between Mutual Funds and PMS, offering sophisticated long-short and tactical strategies starting at 鈧�10 Lakhs.

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Portfolio Architecture

How Do Our Investment Products Compare by Ticket Size?

Investment Product Minimum Ticket Size Ideal Investor Profile Primary Objective
Mutual Funds & SIPs 鈧�500 / month Retail Investors, Salaried & Global NRIs Long-term compounding, liquidity & goal planning
Specialised Investment Funds (SIF) 鈧�10 Lakhs Mass Affluent Investors & NRIs Bridge between MF & PMS with long-short strategies
Portfolio Management (PMS) 鈧�50 Lakhs High Net-Worth Individuals (HNIs) & NRIs Concentrated, high-alpha direct equity ownership
Alternative Investment Funds (AIF) 鈧�1 Crore Ultra-HNIs, Family Offices & Global Investors Private credit, venture capital & hedged strategies
Corporate FDs & Govt. Bonds 鈧�10,000+ Conservative & Retiree Portfolios Capital preservation & predictable fixed income

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Bonvista Financial Services Pvt. Ltd. is an AMFI-Registered Mutual Fund Distributor (ARN: 136656). Any investment guidance provided is strictly incidental to our primary mutual fund distribution activity.

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