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Plan smart. Invest better. Grow faster.

Grow your wealth with smart, diversified investments designed for long-term success.

Smart strategies designed to help you build long-term wealth with confidence.

About Us

Meet our company unless miss the opportunity

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.

30+ Year Of Experience

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+91-9879461615

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

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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Insurance

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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Basket

Invest in thematic, professionally curated portfolios built around long-term ideas, sectors, and trends.

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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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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 pair three decades of market expertise with transparent, customer-first advice so you can invest with confidence across asset classes.

Yes. Our advisers evaluate your goals, risk appetite, and investment horizon to recommend suitable mutual funds, equity, PMS/AIF, insurance, or debt products.

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

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

Our Team

Meet Our Advisers

Our team of experienced financial advisers is dedicated to guiding you at every step of your wealth-building journey. With deep market knowledge, transparent advice, and a customer-first approach, we help you make smart investment decisions with confidence.

Hemendra Shah

Hemendra Shah

Founder

Fenil Shah

Fenil Shah

CEO

Sahil Shah

Sahil Shah

CA