Empowering Informed Investment Decisions

Investment solutions for business owners, professionals, and families seeking a structured and unbiased approach to investing.

Welcome to B-right Finvest

In an era of constant changing and volatile financial Market, Investors need a Qualified / Trained and unbiased professional to help them in achieving their short term and long term financial wishes.

We are having more than two decades of experience in Mutual Fund Distribution. We offer technology-based services for our clients to effectively monitor their investments and help them make their dreams a reality. We focus at being the most reliable prompt and efficient provider of financial and insurance services. We endeavour to be one stop financial supermarket and to be of immense help to our investors and provide help regarding Tax Savings, retirement Savings and insurance.

Why choose us?

Transparency

While SEBI does everything to make sure that the investors are protected in every possible way, we make sure that our relationships go beyond what we are regulated to do.

Online Investment

Paperless investing which can work on click of a device and allows purchases, SIP, STP, Switch & redemption of any fund house.

State of Art Platform

The system has been devised to take care of your various assets and give you a one stop view of your total corpus without manual intervention, giving self reliance.

Protecting your Wealth

However complex the situation, we work with you and your advisors to address your family, tax and legal requirements.

Business Succession & Liquidity planning

We help you to draft business succession & will for carrying a flawless execution to your next generation, helping plan liquidity with proper balance of loans, cost of funds and assets .

Promoting Intergenerational Planning

Approach carried involves all generation to discuss succession. It includes succession planning, family governance, legacy building & wealth transfer.

Our Services

Mutual Funds
Life Insurance
PMS / AIF Distribution
Corporate Deposits
Home Loans
Stock Trading
Tax Saving
Child Future Saving
Retirement Saving

What Our Clients Say

We thank you for the work you have done for us over the past years. The attention with which you have handled our financial affairs could not be faulted. May you prosper along with your clients.

Viabhav Kumar

Get the app & Invest hassle free

Invest

Invest in Mutual Fund schemes.

Access

Access to hand picked list of selected funds

Track

Check your portfolio anytime anywhere.

Download the App Now!

Financial Calculators

Our Partners