About us

Financial Advisor in Bhopal

Jyoti Investment is your trusted partner in financial planning and wealth management, committed to guiding individuals and families towards their financial goals. Our team of experienced advisors offer personalized service and comprehensive solutions, including investment strategy, retirement planning. We prioritize understanding your unique needs and objectives, whether it’s securing a comfortable retirement, funding your child’s education, or building long-term wealth. With Jyoti Investment, you can achieve financial peace of mind.  

Mission

To empower individuals and families with tailored financial solutions, guiding them towards financial stability, growth, and prosperity. We strive to build long-lasting relationships based on trust, integrity, and personalized service. Our commitment to integrity ensures our client’s financial success.

Vision

Our vision is to become the premier destination for financial guidance. Renowned for our proficiency in investment management and personalized financial planning and unwavering dedication to client’s financial success. We aspire to serve as a guiding light of financial empowerment, facilitating families in realizing their aspirations and fortifying their future.
Our Services

Services We Offer

We develop the relationships that underpin the next phase in your financial growth.

Mutual Funds

Invest regularly (SIPs), access funds (SWPs, lump sum). Expert portfolio management & Loans against Mutual Funds. Education, Marriage and Retirement plans. 

Insurance (All companies)

Mediclaim Insurance, Motor Insurance, Life Insurance, Term Insurance, House Insurance, Overseas Travel Insurance

Fixed Deposits (Corporate Deposits)

Competitive FDs from HDFC Bank & Shriram + full banking services. Your one-stop shop for fixed income needs.

Bonds

Invest in government & corporate bonds (RBI, NHAI, REC, NCDs) with Jyoti Investment. Secure, stable returns.

National Pension Scheme(NPS)

Save, invest, and benefit from tax advantages. This government scheme lets you grow wealth and retire comfortably.

All Post Office Deposit Schemes

Government Secured Savings. Invest in Post Office Deposit Schemes with Jyoti Investment. Trust & Flexibility for your financial goals.

Expert Guidance, Personalized Solutions

Mutual Funds, Retirement Planning, Insurance, Bonds, Deposits or Government Schemes - We've Got You Covered.
Start Investing Today
Our Proud

Achievements

We empower families to achieve their financial goals. We are their trusted choice to manage and guide their investments.

1 cr+

AUM (Assets Under Management)

1 +

Happy
Clients

1

Years of
Experience

Our Dedicated Team

Your Trusted Financial Advisors

Jyoti 2

Jyoti Bonde

MD, Jyoti Investment
jJayesh Bonde-2

Jayesh Bonde

Business Manager - Existing & Retails Business
Testimonials

Our Happy Clients

Read their inspiring stories and discover how we helped them reach their financial goals.

My experience with Jyoti Investment was very nice. They provided exceptional experience and their team answered all my questions and guided me. Their service was excellent, exceeding my expectations in every way. I highly recommend Jyoti Investment to all.

Hardeep Singh

Jyoti investment’s team is well-trained in their work. They offer the best service in Bhopal. jyoti investment guided me to achieve financial success meeting my goals.
h3-testimonial-3

Kalash Barde

When it comes to prompt, accurate, and timely service, Jyoti Investment is the perfect choice. Their team works day and night to understand your needs and deliver tailored solution for your needs.
h3-testimonial-1

Raj Kishore Dubey

Jyoti Investment provides invaluable investment advice. Their team of financial experts tailors their approach to your goals. They explain complex concepts clearly, and help to make informed decisions. Jyoti Investment transformed my investment experience. Highly recommended!
h3-testimonial-2

Sanjay Joshi

Jyoti Investment takes time to understand your unique situation and goals. They offer valuable insights and customized solutions. If you're looking for a company dedicated to your success, Jyoti Investment is a good choice.
h3-testimonial-3

Sudhir Upasani

Get in touch!

Start your financial journey today.

We’re here to help you achieve your financial goals.

Contact us today!

    Our Address:

    Shop No. 322, BDA Complex, 7 No. Stop, Shivaji Nagar, Bhopal (462016)

    Mail us:

    Jayeshbonde2112@gmail.com

    Call for help:

    7999689338
    9425012584
    Open chat
    Hello 👋
    Can we help you?