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About Bonvista
Your Trusted Partner for Financial Well-being
At Bonvista, we believe financial well-being encompasses more than just wealth accumulation. It is about building a strong, risk-adjusted financial foundation through:
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Financial Security: Ensuring you have the resources to navigate life's uncertainties with confidence.
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Healthy Cash Flow: Expertly managing income and expenses for a sustainable, stress-free lifestyle.
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Growing Net Worth: Strategically building assets and reducing liabilities for long-term generational wealth.
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Optimized Financial Ratios: Maintaining strict analytical metrics for maximum stability and growth.
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Goal-Oriented Investing: Aligning your institutional or personal investments directly with your life goals.
Vision & Mission
What do we want to achieve
in the future?
Vision
To be the trusted partner of choice for families, setting the highest standards in financial planning by providing comprehensive, transparent, and authentic solutions that empower them to achieve their life goals.
Mission
To empower 1 lakh families to achieve financial freedom by providing clear, actionable solutions that simplify money management and make it a highly rewarding and enjoyable experience.
Founder & Director
Mr. Unmesh Deshmukh
Seasoned Investment Expert & AMFI-Registered Distributor.
Actively helping individuals and families create wealth through disciplined, data-backed investing. Unmesh is passionately working to solve money management and personal finance issues, acting with a strict fiduciary mindset.
Being a Mechanical Engineer transitioned into the personal finance domain, he leverages advanced technology and analytics in business strategy. He brings over 22 years of elite experience in the Financial Services Industry across various leadership roles.
Bonvista, founded in 2012, currently serves and educates more than 800 families globally in the personal finance domain.
- Erstwhile President & Trustee of the Nashik Business Association.
- Past Vice President of Rotary Means Business (RMB), Nashik.
- Community Service Director of Rotary Club of Nashik.
Our Core Team
Meet the Experts Behind Your Wealth
Shubhada Deshmukh
Finance & Admin
Manasi Bhalerao
Sales Head
Anant Bidwai
Research Analyst
Sakshi Deshmukh
Operations Manager
Anish Dasharathi
Digital Marketing Head
Deepa Kasture
Wealth Relationship Manager
Need Any Help?
Bonvista's financial experts are here to help secure your family's financial well-being, improve cash flow, and invest in your future. Contact us today to start your journey to financial freedom!
Contact Us
Send a Message
Please fill out the form and press the submit button. We will get back to you within 1-2 business days.
