AMFI Registered
CFP-LED Planning
30+ years combined experience
Multi-Asset Solutions (MFs / PMS / AIFs)
NRI Wealth & Family Solutions
Who We Serve

Built for People Who Value Structure, Discipline, and Long-Term Wealth Creation.

Working Professionals & CXOs

Goal-based investing and disciplined portfolio management, designed for high-earning professionals.

Business Owners

Helping entrepreneurs diversify, protect, and grow wealth beyond their core business.

For HNI Families

Preserving, growing, and transitioning wealth across generations through structured, disciplined investing.

Non-Resident Indians (NRIs)

Enabling global Indians to participate in India’s growth with structured, compliant, and disciplined investing.

Retirees & Pre-Retirees

Portfolios designed to generate stable income, preserve capital, and support long-term financial independence.

Next-Gen Investors

Guiding young professionals to build disciplined investment habits early for long-term wealth creation.

Facing Difficulty in Your Investment Journey?

Talk to CERTIFIED FINANCIAL PLANNER® for Suitable Investment Options for You

Find what fits you
WHAT WE DO

Wealth Management— Done the Structured Way

We Don’t Push Products. We Build Portfolios Aligned To Your Goals, Time Horizon, And Risk Capacity.

The Univesto Way

Goal-Based Investing + Portfolio Management Solutions Under a Single Platform by Expert Wealth Managers

400+ Happy Investors

Goal-Based Investing + Portfolio Management Solutions Under a Single Platform by Expert Wealth Managers

400+ Happy Investors

Goal-Based Investing + Portfolio Management Solutions Under a Single Platform by Expert Wealth Managers

400+ Happy Investors

Goal-Based Investing + Portfolio Management Solutions Under a Single Platform by Expert Wealth Managers

400+ Happy Investors

Goal-Based Investing + Portfolio Management Solutions Under a Single Platform by Expert Wealth Managers

400+ Happy Investors
Signature Process

5-Step Structured Wealth Framework

Understand

Design

Implement

Monitor

Evolve

Take the First Step Toward Structured Wealth Creation
Book a 20-minute Wealth Check
TESTIMONIALS

Trusted for Discipline, Not Drama

Earlier, my investments were scattered across multiple avenues with no clear direction. Univesto helped bring structure and visibility to my portfolio. Their research-driven approach and consistent monitoring have given me confidence and peace of mind.

Saurabh Sharma

Pharmaceutical Entrepreneur

I have known Mr. Bhasker Tiwari for over two decades, and he has managed my financial portfolio with sincerity, professionalism, and dedication throughout this journey. Now, during my retirement years, his guidance and disciplined approach towards investment management give me a strong sense of confidence and peace of mind. His approach has always been balanced, disciplined, and systematic. I truly appreciate his consistent guidance and support over the years, and it has been a wonderful experience working with him.

Sharad Prabhu

Retired Professional

I connected with Univesto Capital as my first mutual fund distributor, and the experience since then has been extremely reassuring and rewarding. The team took the time to understand my financial needs, aspirations, and long-term goals, and planned my investments accordingly with a structured and disciplined approach. What stands out is that the focus was not only on generating strong returns, but also on managing risk responsibly and maintaining balance during different market phases. In today’s environment, it is difficult to find qualified, consistent, and experienced wealth managers who genuinely put client interests first. Having a CFP®-led team at Univesto Capital has given me added confidence and clarity in my financial journey. I truly appreciate their professionalism, transparency, and continued support over the years.

Shivam Sharma

Entrepreneur

I was very wary about investing in mutual funds. FDs were my safe go-to bet. But since I found Bhasker and Univesto Capital, I close my eyes and give him all my money. He answers my million doubts patiently, sends me regular reports, and reassures me if I start panicking. I know my money is in safe hands and growing well.

Anchal Bansal

Artist & Author

After retiring from my business, one of my biggest priorities was ensuring that my investments were managed with stability, discipline, and long-term clarity. Mr. Bhasker Tiwari and his team have guided me with a very balanced and structured approach, keeping my age, financial needs, and future security in mind. Their focus on proper asset allocation and disciplined investment management has given me confidence and peace of mind. I truly value their professionalism, transparency, and consistent support throughout this journey.

Varadraj Mapsekar

Retired Businessman

INSIGHTS : content as credibility

Knowledge that Powers Better Decisions.

When Technology Erases Demand: The Kodak–Silver Lesson

Did you know that Kodak once consumed nearly 50 million ounces of silver every year—roughly 20% of global supply—to coat photographic film with silver halides? At its peak in the…..

Investors Don’t Hate Volatility. They Hate Waiting Without Meaning

In the 1990s, a US airline faced a crisis: passengers complained endlessly about slow baggage delivery. Consultants proposed millions in new tech and faster belts. But one employee noticed something…..

The Stock Market: A Voting Machine Today, a Weighing Machine Tomorrow

“In the short run, the market is a voting machine, but in the long run, it is a weighing machine.” — Benjamin Graham, popularized by Warren Buffett Understanding the Quote…..

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Contact Us

Contact us now for any kind of Information Related to Investments

Office Location

5th Floor, AWFIS, Raheja Titanium, Goregaon (E), Mumbai-400063

S-6, 2nd Floor, Eternity Commercial Premises Co-op-Soc. Ltd, Teen hath Naka, Thane, Maharashtra-400604

7th Floor, Zenith Coworking, Currency Tower, VIP Road, Telibandha, Raipur-492001

Phone

+91 22 6704 1111

Email

Info@univestocapital.com

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    AMFI Registered Mutual Fund Distributor

    ARN: 178161 | CFP-LED | SEBI Compliant