Plan Smart. Stay Financially Aware.
Supporting informed financial decisions through structured planning
Focused on long-term discipline and financial awareness

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

Our Stats
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Expert Advisors
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Client Retention Rate
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.
Financial Tools
Investing Made Simple
Investing made easy with smart and simple tools that break down complexity, give you real-time visibility into your portfolio, and let you invest with confidence.
Financial Calculators
Easily calculate SIP returns, retirement needs, loan EMIs, and more with our smart financial calculators.
Health Profile
Track and analyze your health metrics to make informed lifestyle choices.
Useful Links
Explore curated financial links including government portals, regulatory bodies, and investment resources.
Risk Profile
Understand your investment risk appetite with our quick risk profiling questionnaire.
Fund Performance
Track and analyze the latest mutual fund performance to make informed investment decisions.
Top Mutual Funds
Top performers
Equity Funds
Small Cap FundShowing 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?
Services
Investing made easy with smart and simple tools that break down complexity, give you real-time visibility into your portfolio, and let you invest with confidence.
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

Our Team
Clarity, Structure, Continuity
We are a team of seasoned Investment professionals who help you plan, track and compound your investments.
Keshav Prajapati
Co-Founder & Head of Finance
Vinita Arya
Co-Founder & Director
Jitender Arya
Founder & Managing Director
Vault by bharatfinvest.
Our Latest News & Articles



Call for Inquiry
+91 9891137307Send us email
contact@bharatfinvest.comLet’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.




