Bonvista Financial Planners - Mutual Fund Distributors
Member since Jun 27, 2013
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About Me
Bonvista group of companies is a one-stop solution for all services in the personal finance domain. Mr. Unmesh Deshmukh, Founder Director, and Chief Planner started this company in 2012 which was later converted to a Limited Company in 2017 and named as Bonvista Financial Planners Limited (BFPL).
Bonvista Financial Planners Ltd and Bonvista Financial Solutions Pvt Ltd together serve as Multi-Family Office. Family Office is a one-stop solution for all your Personal Finance needs. It’s a concept which caters to the services like Investment Advisory, Wealth Management, and Financial Planning, Succession Planning, and Protection needs.
At Bonvista we believe in keeping the things simple. We aim to provide our clients the solutions as per their needs.
About Work Experience
Worked as Associate Regional Manager with Reliance Life Insurance 2011-2012 Heading North Maharashtra Region 15 Branch Managers reporting into me Responsible for Business Development Responsible for recruitment and development of 150 Sales Managers Responsible for overall Business Operation in the Region
? Worked with Shree Krishna Enterprises (A Re-feel Cartridge Store) as Partner 2010-2011 Refilling, Re-conditioning, and Re-manufacturing of Printer Cartridges Supply of Cartridge and Printer to Industries
? Worked as Territory Manager with HDFC Life Insurance 2007-2010 Heading Marathwada Region In-charge for 8 branches in Territory Responsible for recruitment and development of Sales Force
? Worked on various positions with Bajaj Allianz Life Insurance at various middle management positions, last being Area Manager- 2004-2007 Profile Similar to that of in HDFC Life and Reliance Life
? Worked as Distributor with PAN Insurance Brokers- 2002-2004 ? Worked as Corporate Trainer at Big Leap Institute, Mumbai- 2000-2002 ? Worked as Production Engineer at Goodyear Tires (South Asia Tires Ltd.) – 1997-2000
Experience & Qualification
Qualification
BE, CFP
Experience as an Advisor
18 Years
Total work Experience
16 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Certified Financial Planner (CFP)
Portfolio Management Schemes
Will Writing Services
Technical & Research Analysis
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Bonvista Financial Planners
1st Floor, Margaret Tower,,
Nr Panasonic Showroom, Canada Corner,
Tidke colony,
Nashik,
Maharashtra, 422002
LICENSE
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Mutual Fund -
ARN No.
136656 - Validity -
31-08-2025
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