Different Individuals = Different Needs
Investment Goals - Pay credit card debt, frequent travels, branded purchases
Risk Appetite - Aggressive
Mistakes Making - Debt trap even after high income, impulsive purchases, relying on investments from family
Ideal Investment Strategy - Debt consolidation, Budgeting, SIPs in an agressive diversified Mutual Fund Portflolio
Investment Goals - Wealth creation & Financial freedom
Risk Appetite - Moderate
Mistakes Making - Investing DIY via apps, No strategy and goal planning
Ideal Investment Strategy - Goal-based diversified Mutual Fund portfolio
Investment Goals - Purchase own house, child planning
Risk Appetite - Conservatively Moderate
Mistakes Making - Taking high loan EMI burden, working hard instead of investing smart for child planning
Ideal Investment Strategy - Using SIPs to offset loan interests, Child education planning via step-up
Investment Goals - Stress-free regular income, wealth preservation & legacy planning
Risk Appetite - Conservative
Mistakes Making - Relying on PF/kids for entire money flow in retired life
Ideal Investment Strategy - Bucketing strategy and SWP-where he can invest his PF lumpsum and draw cash monthly via SIPs while it grows in the market
Everything you dream of, translated to reality.
Knowing your risk appetite is the first step before making any investment decisions – SEBI Mandates, and we agree.
We carefully derive the right investment amount according to your goal – so you can invest smartly, and live freely.
Mindfully allocate money for different aspects of your life, and rise above the crowd of greed and fear.
Let AI a human explain
Interior Designer
Like any other housewife, I didn't worry about finances much, my husband handled everything. One unfortunate day he passed away leaving me with grief and confusion about how to move forward. It was then that I came to ashvvy investment for guidance and it changed the way I viewed finances, forever. Deepak and Banita Ji sat with me for hours and guided me at every step of my financial journey. I am so thankful for them.
Company Secretary
Nowadays everyone is saying that “Mutual Funds Sahi hain”, but personally I feel they're only right when handled by the right people. I had a horrible experience with my previous distributor. A wedding in my house was just around the corner and they invested my money in risky assets. I had to face huge losses. That's when I came to Banita and Deepak Ji, and I’ve never been happier and more satisfied with my fiances.
HR coordinator, Fujitsu
I have always wanted to get all my investments in one place. Ashvvy is the best place to do so, they manage my portfolio in a very neat way. I am always in touch with my portfolio and reviews.The journey with ashvvy has been a great experience.
Teacher
I love the Ashvvy Investment family. Deepak and Banita Ji are one of the rare couples in Kanpur city that started their career together and made it big together. Whenever I'm passing nearby the office, I make sure to stop and have a cup of tea with them. They not only helped me understand my finances but also make me feel so comfortable talking about life that I feel like a part of this family.
Leather Entrepreneur
It's been great working with Ashvvy Investment. Since you guys are handling our portfolio our queries are solved on a priority basis and we get regular updates on IPO'S good job guys keep it up👍👍👍👍
Construction Entrepreneur
Ashvvy investment is a platform for Growth. Your trust and faith for the long term for large value on Ashvvy investment.
Cororel Govt of India
A very professionally created Office by an extremely creative Couple - Deepak & Banita, who have proved their mettle in the competitive world of Investment avenues. The place pulls you to its environs, by its sheer magic of positivity and professional warmth. Wishing my dear friends boundless success in all their future endeavors in their favorite playfield... Investment Opportunities…
Retired Legal officer JK org.
A reliable, honest place for all types of investment and financial solutions...very good services👌
Residence Engg. , NHAI Consultant
Thanks a ton for preparing my financial plan. I am actually really thankful for the commitment, thoroughness, and the professionalism that you put into it, it has definitely helped me in making the key decisions I need to take on early retirement.
Ashvvy Investment is a regt distributor for all major AMCs
Markets move, so do we.
Bringing you the fastest dose of financial news, market updates, and one-of-a-kind tools, so you have the first mover advantage, the Ashvvy Advantage.
3000+ people are growing their wealth with us, are you next?
3000+ people are growing their wealth with us, are you next?
ABOUT US
HELP
AMFI Registered Mutual Fund Distributor | ARN- 172057 | Initial Date of Registration: 28/8/2020 | Current Validity: 27/8/2026
Grievance Officer: Rishika Jain | 9643879317
Copyright © 2025 Ashvvy Investment. All rights reserved.
Investment Goals - Generate high returns maintain liquidity while effectively utilizing business cashflow
Mr. Malhotra Export businessman, leads a rather luxury life in KanpurRisk Appetite - Aggressive
Mistakes Making - Wealth either non liquid in real estate or invested in traditional modes like FD and index funds failing to generate alpha, idle cash
Ideal Investment Strategy - Invest in PMS for higher than MF returns, and liquid funds to create returns on business cashflow