At Bonvista Financial Planners we aim at helping families to simplify their financial lives. At Bonvista we help our clients achieve 'peace of mind'.
B.E. (Mechanical), Certified Financial Planner, Technical Analyst
16 years of total experience out of which I have worked for more than 11 years in Financial Services. I am a Financial Planner and Technical Analyst.
Unmesh, a seasoned professional in financial services industry is Founder of Bonvista Financial Planners. Bonvista aims helping individuals & families to simplify their financial lives. At Bonvista we help our clients achieve 'peace of mind'. Services offered include Comprehensive Financial Planning, Investment Planning, Retirement Planning, Insurance Planning, Taxation Planning and 'Will' writing. Unmesh, a Certified Financial Planner and Mechanical Engineering degree holder is passionate about personal financial planning. He has rich experience in guiding and helping families in planning their financial lives.
We also advise on specific areas like- Goal Planning, Investment Portfolio Design, Re-balancing of investment portfolio, Technical Analysis of Equity Market. We provide Trading Advisory in Futures and Options