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Your Family's Prosperity, Nurtured Across Generations.

Building on a foundation of trust and integrity.

Managing Every Dimension of Your Financial Life, All Under One Roof.

About Us

Discover Why Families Trust Us for Generations

We started Bhavana Investment in 1992 with a view of providing all round solutions for Financial Market. While laying foundation of Bhavana Investment, we decided of setting up a truly honest client oriented ethical practice only. We nurture our all clients to celebrate prosperous and wealthy life.

Bhavana Investment is offering wide range of services to a significant clientele including HNIs and retail investors.

As a retail customer you can trade in Equity, Derivatives, Commodities, Currencies, Mutual Funds SIP, IPOs, Bonds, and Global Equities through us. Trade on BSE, NSE & MCX through the Mobile App, Desktop or Call-n-trade.

Business Consuluting

We nurture our clients with honest, ethical and client-first advisory.

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+91-9879461615

30+ Year Of Experience

Bhavana Investment

Our Services

We Provide the Best Financial Services for Your Growth

At Bhavana Investment, we offer trusted and personalized financial solutions designed to secure your future. With expert guidance, transparent processes, and a wide range of wealth-building products, we help you make smart investment decisions with confidence.

Our goal is simple — to deliver better returns, reduce risk, and support your financial journey with integrity and excellence.

Equity

Build a research-backed equity portfolio with disciplined risk management and long-term growth strategies.

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Derivatives

Trade in futures and options with expert guidance to hedge risks and maximize returns in volatile markets.

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Commodities

Diversify your portfolio with gold, silver, and other commodities to hedge against inflation and market volatility.

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Mutual Funds

Grow your wealth with professionally managed portfolios tailored to your goals, risk appetite, and time horizon. Reliable, transparent, and goal-driven.

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PMS / AIF / SIF

Premium strategies curated for HNIs, managed by seasoned experts with advanced research and exclusive opportunities.

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Fixed Income

Secure, predictable returns with fixed deposits and bonds that deliver steady income and high security.

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Financial Planning

Comprehensive financial planning to organize and manage your money, helping you reach life goals and secure your future.

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Term Life Insurance Plan

Protect what matters with comprehensive life, health, and investment-linked plans that secure your family's future at every stage.

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Loan

Get quick, hassle-free loan solutions with flexible terms, competitive rates, and expert support from application to approval.

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IPO

Participate in Initial Public Offerings with expert analysis and guidance to invest in promising new listings.

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Currency

Trade in currency pairs with professional support to capitalize on forex market movements and hedge currency risks.

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Global Equities

Access international markets and global equity opportunities to diversify your portfolio across geographies.

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NRI Services

Comprehensive financial services tailored for Non-Resident Indians to manage investments and wealth from abroad.

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Gift City Investment

Access international markets and investment opportunities through GIFT City, India's premier international financial services center.

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Tax Planning

Strategic tax planning to minimize your tax liability through deductions, exemptions, and smart investment choices that maximize savings.

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FAQ

Frequently Asked Questions

Have questions about investing with Bhavana Investment? Explore quick answers below or reach out to our team for personalized guidance.

We provide a complete financial ecosystem. This includes Equity, Derivatives, Commodities, Currencies, Mutual Funds SIP, PMS, IPOs, Bonds, Insurance, NRI Investment and Global Equities through us.

Absolutely. From SIPs to fixed deposits and bonds, we offer options for every budget while keeping your future growth in mind.

Yes. Most of our clients come to us with fragmented investments. We help you consolidate, review, and re-align your entire financial map under one roof for better clarity and higher efficiency.

Our dedicated relationship managers are available by phone, email, or in person to assist with queries, portfolio reviews, and documentation.

Our relationship is built on transparency, not hidden clauses. We discuss all costs upfront—whether fee-based or commission-aligned—ensuring our success is tied to your portfolio's health. We believe in earning your trust every day, so you always remain in full control of your assets.
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Testimonials

What Our Clients Say

Hear from our valued clients who have trusted us with their financial journey. Their success stories reflect our commitment to excellence and personalized service.