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About Us

Balaji Finvest is managed in very professional way by Mr. Nishikant Rotkar from last 15 years. There are more than 1200 satisfied & loyal clients which includes many NRI clients settled across globe.

Balaji Finvest offers Diversified investment services like Mutual Funds, Comapny Fixed Deposits, Life Insurance, Bonds, NCD, & other financial products.

We provide online 24 × 7 access to clients investments through our website Login.

Mobile App Wealthelite is also provided to Clients to analyse, review & track their investments with ease & comfort.

Our Aim is to help you in achieving your lifes goals, desires & dreams. We are partner in your life journey & provides professional, research based services in most transparent & ethical manner.

Balaji Finvest is a Financial Advisory services of Mutual Funds registered with AMFI, which had been providing similar services for over 15 years, to the satisfaction of its clients. Balaji Finvest offers a wide array of products and services, including integrated Financial planning, Wealth management, Tax Consulting services , Insurance & Mutual Fund. Balaji Finvest serves over 1200 clients, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. “Maximizing Wealth” is the first and foremost motive of us.

Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios , offer a comprehensive selection of investment alternatives that will suit their Financial goals.

Our Vision
To build Balaji Finvest as a trusted brand in the Financial Services .

Our Mission
To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:

  • Highest standards of quality at reasonable cost.
  • Meeting the general and sophisticated financial goals of our clients.
  • Developing, encouraging and rewarding superior performance of our employees.
  • Our Motto is to invest your money in mutual funds carefully and safely like own investment.