Bhavana Investment
With strong promoter expertise and a skilled team, we have grown from a share-trading firm into a diversified financial services company focused on creating wealth for all our customers.
We track cash-flows, inflation, and life-stage priorities to craft a SIP ladder that keeps compounding—even when markets misbehave.
Expected Corpus
Invest fixed sums monthly to buy more units during dips and reduce average cost over long horizons.
Stay invested longer and see incremental contributions snowball into a substantial corpus.
Pause, resume, or step-up SIPs instantly with zero penalties via our advisory desk.
Each plan aligns cash-flow discipline with a well-defined milestone.
Inflation-adjusted fee projections with stepped SIPs and debt glide path.
Equity-heavy SIPs switching to SWP-ready debt buckets 5 years before goal.
Travel sabbaticals, vacation homes, or early financial independence goals.
ELSS SIP ladders for salaried investors needing predictable 80C benefits.
Illustration assumes blended CAGR of 11%. Actual results depend on market conditions.
| Goal Horizon | Expected Corpus |
|---|---|
| 10 Years | ₹54 lakh |
| 15 Years | ₹1.2 crore |
| 20 Years | ₹2.5 crore |
Live dashboards show progress vs. target corpus along with smart nudges.
Scenario planning for crashes, pauses, or early withdrawals keeps you prepared.
Dedicated SIP desk handles rebalancing, tax proofs, and yearly reviews.
Digital mandate management with instant step-up or pause options.
Still unsure about ticket size, fund mix, or exit rules? Start with these answers.
Talk to an AdviserShare your monthly budget and milestones. We will map an actionable SIP roadmap with fund ideas, expected corpus, and risk guardrails.
With strong promoter expertise and a skilled team, we have grown from a share-trading firm into a diversified financial services company focused on creating wealth for all our customers.
