Our Services
Mutual funds
Mutual funds are professionally managed investment instruments that pool money from multiple investors to invest in a diversified portfolio of assets such as stocks, bonds, or money market instruments. These funds are managed by experienced fund managers and are suitable for both new and seasoned investors aiming for long-term wealth creation or short-term growth.
Specialized Investment Funds
Specialized Investment Funds (SIFs) are curated investment vehicles tailored to specific asset classes, sectors, or themes. These funds are designed to meet niche financial goals and are typically suited for investors with particular risk profiles or market insights. SIFs allow for focused exposure and strategic diversification beyond traditional fund options.
PMS and AIF
Portfolio Management Services (PMS) offer tailored investment strategies to high-net-worth individuals by creating a personalized portfolio across asset classes like equity, debt, or a mix of both. With active management by experienced portfolio managers, PMS focuses on aligning investments with individual risk tolerance and financial goals. Alternative Investment Funds (AIF) refer to privately pooled investment vehicles that invest in specialized opportunities like private equity, venture capital, structured debt, or long-short strategies. These funds cater to investors seeking differentiated strategies beyond traditional asset classes.
Health Insurance
Health insurance is a financial safety net that covers medical expenses arising from illness, injury, or hospitalization. By paying a regular premium, individuals and families can access quality healthcare without draining their savings. A suitable health insurance plan ensures timely treatment while reducing the burden of rising healthcare costs.
Life Insurance
Life insurance offers financial protection to your family in case of your untimely demise. It provides a lump sum or periodic income to the nominee, ensuring they can manage essential expenses, repay liabilities, and maintain their lifestyle even in your absence.
General Insurance
General insurance provides coverage for non-life assets such as vehicles, homes, travel, health, and businesses. It offers financial protection against losses due to accidents, damage, theft, or other unforeseen risks. These plans ensure peace of mind by securing your hard-earned assets and liabilities.
Loans
Loans provide timely access to funds for various financial needs—be it buying a home, expanding a business, meeting education costs, or managing short-term cash flow. With structured repayment options, competitive interest rates, and tailored terms, loans are a reliable financial tool when used responsibly.
Others Financial Services
Financial well-being goes beyond just investing or borrowing. It requires end-to-end services that support planning, compliance, wealth transfer, and informed decision-making. BHAVA MANTRA WEALTH offers a wide range of professional services to simplify your financial journey, save time, and help you stay financially organized.
