About Us

Balaji Finvest is a financial advisory service for Mutual Funds registered with AMFI, managed by Mr. Nishikant Rotkar, delivering financial services for over 20 years to the complete satisfaction of clients.

We offer a wide range of services, including integrated financial planning, wealth management, tax consulting, insurance, and mutual funds. We serve more than 1,200 individuals, retail investors, high-net-worth families, and clients across the world.

Our goal is to provide independent, high-quality, and customized services to each client. "Maximizing Wealth" is our primary motive.

Our services are tailored to meet clients’ needs through personal consultations and ongoing monitoring of their financial goals. We focus on counselling clients, understanding their profiles and concerns, building customized financial investment portfolios, and offering a wide selection of investment options that align with their goals.

To analyse & review investment portfolios with ease, we provide online access via website login and mobile app to our clients.

Our Mission

To deliver need-based financial planning with professional integrity, helping clients achieve their life goals through personalized strategies and ongoing support.

Our Vision

To become a trusted name in the financial ecosystem by empowering individuals and families to make informed financial decisions and build sustainable wealth.

Core Values

Our values guide every interaction, recommendation, and decision we make.

Client-Centric Advice

Transparency

Ethical Conduct

Goal-Based Planning

Long-Term Relationships

Financial Literacy

Let’s Build Your Financial Tomorrow, Today

At BALAJI FINVEST, we’re here to help you plan, protect, and prosper...