Come Walk our Story

An ordinary family with extraordinary dreams…
to make your personal finances feel truly personalised and at home

Media Mentions

OUR

Creating, nurturing and preserving Wealth
Via timeless principles of Wisdom
To create a Legacy that you’re proud of…

Your partner in wealth creation since 2000

Ashvvy is an award-winning mutual fund distribution company aimed at helping people make their financial journey smooth and prospering. We offer complete solutions for wealth management and creation with expert advisory and state-of-the-art technology.

Your partner in wealth creation since 2000

Ashvvy is an award-winning mutual fund distribution company aimed at helping people make their financial journey smooth and prospering. We offer complete solutions for wealth management and creation with expert advisory and state-of-the-art technology.

Here’s our story in a glimpse

Here’s our story in a glimpse

Post Office Agency

Year 2000

Mutual Fund Distributor with Independent ARN

Year 2007

Started Working with HNI Clients

Year 2012

Formed a Pvt. Ltd

Year 2019

Organizing IAP*s, spreading financial literacy

Year 2022

Story Goes On

Year 2000

Post Office Agency

Year 2007

Mutual Fund Distributor with Independent ARN

Year 2012

Started Working with HNI Clients

Year 2019

Formed a Pvt. Ltd

Year 2022

Organizing IAP*s, spreading financial literacy

Story Goes On

Guiding Investors through Market Volatility Since 2000

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Always Ready Support Your Wealth Management

 We specialize in understanding your goals, planning personalized strategies, and offering continuous support for successful investments

Understand

We help you understand your relationship with money before putting it on the market.

Plan

We plan a financial portfolio that caters to your present needs and provides for your future goals

Support

We know you’re busy, so we make sure you don’t have to hold calls or wait in line for any query.

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Stories From

OUR VALUED CLIENTS

Snippets of love from our recent 25th anniversary celebration

 

Devika Mukherjee
Devika Mukherjee

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.

Reena Jakodia
Reena Jakodia

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.

Kevin Cyril Peter
Kevin Cyril Peter

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.

Richa Misra
Richa Misra

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.

Khurshid Beig
Khurshid Beig

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👍👍👍👍

Puneet Awasthi
Puneet Awasthi

Construction Entrepreneur

Ashvvy investment is a platform for Growth. Your trust and faith for the long term for large value on Ashvvy investment.

Alok Rai
Alok Rai

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…

P.K Jain
P.K Jain

Retired Legal officer JK org.

A reliable, honest place for all types of investment and financial solutions...very good services👌

Jiwesh Singh
Jiwesh Singh

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.

Industry Recognitions

Our Partners

Ashvvy Investment is a regt distributor for all major AMCs

Meet Our Team of Experts

Deepak Jain

Managing Director

Banita Jain

Director

Rishika Jain

CFP, Financial Coach

Ashwin Jain

CFP, Head of Marketing

Firoz Khan

IFA, Manager

Romit Yadav

Equity Relationship Manager

Sana Ahmed

Relationship Manager

Smita

Back Office Executive

Mr. Deepak Jain

Managing Director

Banita Jain

Director

Rishika Jain

CFP, Financial Coach

Ashwin Jain

CFP, Head of Marketing

Firoz Khan

IFA, Manager

Romit Yadav

Equity Relationship Manager

Sana Ahmad

Relationship Manager

Mr Ranjit Katiyar

Relationship Manager

Smita Katiyar

Back Office Executive

Ajay Singh Chauhan

Admin

 

Want to be here ?

We’re always on the lookout for qualified finance professionals.

Get in touch to be a part of something great!

Want to be Part of Ashvvy ?

We’re always on the lookout for qualified finance professionals.

Get in touch to be a part of something great!

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