Plan Smart. Stay Financially Aware.

Supporting informed financial decisions through structured planning
Focused on long-term discipline and financial awareness

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About Us

Decisions Powered by Data, Relationships Powered by Trust

Engage in the business of loan facilitation and financial product execution, including secured loans, unsecured loans, personal loans, business loans, home loans, car loans (new and used), gold loans, loan against property, loan against securities, equipment financing, working capital loans (CC/OD), supply chain financing, project financing, mortgage and reverse mortgage solutions, and recovery of non-performing assets (NPAs).
Carry on the business of distribution and facilitation of financial products and services, including mutual funds, systematic investment plans (SIPs), lumpsum investments, alternate investment funds (AIFs), unlisted stocks, debentures, government and corporate bonds, structured products, and capital market instruments such as IPOs.
Act as a distributor and service provider for insurance products, including life insurance, health insurance, medical insurance, fire insurance, marine insurance, car insurance, employer-employee insurance, keyman insurance, endowment plans, whole life plans, term plans, and other insurance schemes regulated by IRDAI.
Carry on the business of retail financial product distribution, including credit cards, gift cards, forex and multi-currency cards, and other banking and NBFC products.
Engage in broking and trading services, including equity broking, commodity broking, currency trading, derivative market trading, and portfolio execution services.
Carry on the business of wealth management and financial planning, including private banking, estate planning, will drafting, and execution of investment strategies across equity and non-equity instruments.
Act as a channel partner, distributor, or agent for banks, NBFCs, insurance companies, asset management companies, and other financial institutions

Team hands stacked in unity
Our Stats

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Years of Experience

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Happy Investors

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Expert Advisors

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Client Retention Rate

Global Finance & Advisory Association

Trusted Financial Services Brand – 2024

by Global Finance & Advisory Association

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National Financial Services Forum

Excellence in Financial Advisory Practices – 2024

by National Financial Services Forum

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Awards

A Journey of Success: Fueled by Client Love and Trust

Our consistent dedication to client success has earned us industry awards and recognition. These honors reflect our commitment to ethical practices, innovative strategies, and real results for every investor.

Top Mutual Funds

Top performers

Equity Funds
Small Cap Fund

Showing top 5 schemes by 5Y returns in this category.

No fund data available for this category.

Want to see more funds, filters, and detailed analytics?

That Work for You

DIFFERENT ASSETS

Savings Account
6,90,750

at 3% simple return

Fixed Deposit
8,23,494

at 6% compounded return

Gold
9,74,828

at 9% compounded return

Mutual Fund
13,10,457

at 14% compounded return

Expert Advice

Why Should You Invest With Us?

  • An AMFI Qualified Advisor
  • Professional Risk Assessment
  • 1-1 Grievance Solving
  • Regular Check-ins for Disciplined Investing
  • Portfolio Rebalancing for Outperformance
Investment Advisor
Our Team

Clarity, Structure, Continuity

We are a team of seasoned Investment professionals who help you plan, track and compound your investments.

Keshav Prajapati

Keshav Prajapati

Co-Founder & Head of Finance

Vinita Arya

Vinita Arya

Co-Founder & Director

Jitender Arya

Jitender Arya

Founder & Managing Director

Vault by bharatfinvest.

Our Latest News & Articles

Blog 1

20 Feb 2026

Key Benefits of Financial Planning for Individuals and Businesses

Read More →
Blog 2

20 Feb 2026

Why Financial Planning Is Essential for Long-Term Success

Read More →

Let’s Design Your Framework for Lasting Wealth

Share your vision with us, and we’ll help you shape an investment plan that aligns with your life, your ambitions, and your legacy.