Welcome To Vinayak Finvest

Your Dreams, Our Trust

We help individuals and families make confident financial decisions across investments, insurance, retirement planning and long-term wealth creation.

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100 Cr

AUM

Years of experience

200+

Families under management

Countries covered

About Vinayak Finvest

Financial guidance built on relationships, trust and discipline.

We support clients through practical investment and retirement planning. The aim is simple: understand your life goals, choose suitable financial products, and review the plan as your needs change.

What We Offer

Financial products and planning support for every stage.

Advisor explaining mutual fund planning documents

Mutual Funds

Build diversified portfolios for SIP planning and goal-based investing.

Family reviewing financial protection documents

Insurance Planning

Evaluate protection gaps and choose suitable life, health and general insurance cover.

Financial dashboard showing investment performance

Retirement Planning

Estimate your retirement number and create a monthly roadmap.