BVM Client

“Financial Independence leads you towards total happiness so that one can enjoy every moment in their life.”

At BVM, we seek to empower our investors to make informed choices on their investments. Whether they are seeking assistance on the latest financial trends or wants independent, unbiased, well researched investment options and financial risk management solutions.

We act as a ‘Financial Service Provider’ to our clients and work with them to impart financial literacy. We work on their profiles, understand their financial goals and aim to make them financially fit through personalized and customized investment plans. We work with them to invest their hard-earned money and finally manage those investments and provide them monthly updates on the ‘health’ of those investments.

We also assist our clients in their tax planning and filling their Income Tax Returns and Book Keeping too.

We deal in all kinds of financial products like: Life Insurance (Term Insurance), General Insurance (Mediclaim, Personal Accident, Home, Shop, vehicle, Personal Indemnity etc.), Mutual Funds, NCD's, Primary & Secondary Market, Senior Citizens Schemes, Retirement Plans etc...

Briefly, We Covers:

• Protection Planning : To determine how much Life, Medical and Disability Insurance you and your family need

• Investment Planning : To make your wealth grow

• Goal Planning : To achieve your Short Term or Long Term Financial Goals

• Contingency Planning : To meet the periodic cash requirements when things won’t work according to your plans.

• Tax Planning : To save on taxes and increase your income

• Kids Future Planning : To give your children a financially secure future

• Retirement Planning : To start building early your retirement corpus

• Accounts : To provide services of maintaining of Book of Accounts.