Boho Finserv

Established in May 2003, BOHO FINSERV Pvt. Ltd.(CIN: U74140KA2003PTC032017) began with a vision to guide individuals and families toward achieving their financial aspirations through thoughtful, disciplined investments. Based in the heart of Bengaluru, we’ve grown into a trusted name in mutual fund distribution and risk management services, serving both Resident and Non-Resident Indians with customized solutions designed to meet diverse financial goals. Our journey is built on expertise, with a team of NISM VA certificants and CFP professionals who bring a wealth of knowledge and a client-centric approach to every interaction. At the helm of BOHO FINSERV is our visionary founding director, a finance veteran with over 30 years of experience in the industry. With credentials including an MBA, Certified Financial Planner (CFP), Fellow of the Insurance Institute of India and an Executive Committee member of the Council of Financial Planners (COFP), their leadership and passion have been instrumental in shaping our values and commitment to excellence. At BOHO FINSERV, we believe in building lasting relationships, not just portfolios. Our focus lies in empowering our clients with the right knowledge and tools to achieve financial freedom. With two decades of experience and a steadfast dedication to our clients, we are proud to be a reliable partner in navigating the complexities of personal finance and investment management.