BONANZA WEALTH MANAGEMENT
Who We Are?
Bonanza offers a one-stop solution for all wealth management needs, including equity, mutual funds, and depository services. With 1700+ outlets and services in 600+ cities across India, Bonanza’s widespread presence is increasing every year.
1000+
Happy Clients
25+
Years of Experience
Our History
Bonanza is one of India’s fastest-growing companies in the financial services space with a trust of more than 2.5 decades. Since its inception in 1994, Bonanza has been helping millions of investors with various wealth management solutions.
1000+
Happy Clients
25+
Years of Experience
Our Mission
Bonanza believes that technology will lead this industry and hence has a strong focus on creating technology-led wealth management solutions. Along with many sure strengths, one pillar that stands out is that we have an expert research team on board. Our experts have in-depth knowledge about equity and other markets as well. This helps our customers to make better decisions regarding their wealth investments.
OUR WEALTH MANAGEMENT SOLUTIONS
KEY ATTRIBUTES OF OUR SERVICES
VALUE
We have laid our foundations with core values that include progress, innovation, & professionalism. Never compromising on our values. We endeavor to do what’s in the best interest of our investors.
EXPERIENCE
We came into existence more than 2 decades ago. We have never stopped learning. We have tried to deliver the best to our investors and today we are one of the country’s leading players, with a pan-India presence.
CLIENTS
Our goal is to meet our client’s growth objectives by providing best-in-class customer service. We allocate a dedicated Service RM to address all your queries. We back our customers.
DIGITIZATION
Technology has always been kept at the forefront, be it product innovation or customer service. As an investor, you can access all of your investments via web-based online login or a mobile application.
DIVERSITY
We offer a variety of products to cater to our investor’s requirements. From ticket sizes as low as INR 5 lakhs, you can choose to invest in financial products based on your risk tolerance.
FINANCIAL CALCULATORS
That new penthouse, or a swanky luxury car or just the ambition of starting your own business – your dreams define you! We help you layout the financial path to make those dreams come true.
Using this wealth creation tool, you can calculate how much money you need to invest in order to achieve that dream in the given time period. Depending on the amount, you can decide on the type of financial product you want to invest in, based on their returns and past performance.
SWP
If you invest a lump sum in a mutual fund through SWP, you can specify the amount and frequency with which you will withdraw. The amount withdrawn will be deducted from the investment, which will continue to earn returns.
SIP
Systematic Investment Plan (SIP) is an alternative to one-time investments offered by Mutual Funds in which you can invest your money in periodic installments.
Lumpsum
A lumpsum investment occurs when a depositor invests a large sum of money in a specific mutual fund scheme.
Home Loan
Bonanza's home loan calculator makes it simple to calculate your Home Loan EMI. The EMI calculator can help you plan your cashflows for home loan servicing.
WHAT OUR CLIENT SAY ABOUT BONANZA
I have been associated with Bonanza Portfolio Management Service for over 5 years and have had a wonderful experience with their wealth management service. After availing of their financial planning services and mutual fund investment services, they were my preferred first choice for a PMS account. They have handled my PMS account really well, especially in the volatile COVID pandemic situation, by restructuring and rebalancing my portfolio as and when required for significant gains. The PMS Manager is available for calls, even on short notice and Bonanza has a great professional and dedicated team.
I am an extremely happy investor with Bonanza with a well-diversified. I completely trust Team Bonanza and their abilities to manage my investments. The team members are very responsive to the reason why a particular stock was chosen to be a part of the portfolio. Kudos Team Bonanza!
I am happy with the performance of Bonanza Select Advantage. It is a properly diversified portfolio with adequate risk management and managed well by the Bonanza team. I would highly recommend it for all those who don’t have the time or expertise for research before investing.
My investments in Bonanza Select Advantage have been performing well with limited downside even in difficult market situations where markets have corrected significantly. I think every investor who desires to compound their wealth in a hassle-free manner should opt for their services.
I have been associated with Bonanza Portfolio Management Service for more than 5 years now. I am happy that they understand client risk appetite and financial goals very well and accordingly guide them in investing. The way PMS team has managed my portfolio has helped my capital to appreciate considerably with time and I look forward to maintain a long term relationship with Bonanza.
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