Why Choose us

Our team, with 25 plus years of experience in the mutual fund industry and having served more than 300 satisfied clients, is better placed in understanding your financial health and improving it.

  • Investor Focused

    Investor

    Focused

    Investor

    Focused

    Since every opponent needs different strategy to win over, like-wise each investor needs different approach to meet his objectives and we understand that

  • Goal based planning

    Goal based

    planning

    Goal based

    planning

    We suggest goal based investing because it adds a direction to your investment and acts as a driving-force behind each rupee that you invest

  • Paperless Transactions

    Paperless

    Transactions

    Paperless

    Transactions

    We know saving the environment is the need of the hour and we therefore provide you the option to invest with clicks

  • Single Account for your entire Family

    Single Account

    for your entire Family

    Single Account

    for your entire Family

    Managing multiple user-id’s and passwords can be irritating and risky. With us, you can forget those hassles and hold just one ID, for investments of all your dear ones.

  • Composite software

    Composite

    software

    Composite

    software

    No need to look at multiple places to know your finances. With our software you can keep track of your Mutual Funds, Stocks, FD’s, Provident Funds, Insurance’s etc. all under one roof.

<span>What</span> is a Mutual Fund?

What is a Mutual Fund?

  • Pooled money of Investors
  • Invested in highly researched and diversified stocks
  • Actively managed by Fund Managers
  • Provides good returns over a period of time
<span>Why</span> Mutual Funds ?

Why Mutual Funds ?

  • Built-in diversification
  • Ease of buying and selling
  • Convenience and Flexibility
  • Liquidity
  • Transparency

Benefits of SIP

Systematic Investment Plan (SIP) is a method to invest in mutual funds through which you invest a fixed sum periodically.

SIP is the brainchild of the Mutual Fund industry and it is working wonders for many who have befriended it.

Discipline

SIP is a way to inculcate discipline in your investment habit.

Time

Timing the market may not work for everyone but TIME-IN the market will definitely work for all and your SIP will support you here.

Rupee Cost -Averaging

Your disciplined SIP installments will help you average out the rise and fall of markets

Simplicity

No need to take time from your schedule to make your SIP Investments. It is a hassle free process as the amount gets automatically deducted from your bank account based on set criteria.

Who all can Invest in Mutual Funds?

We help

  • Individuals
    Individuals
  • Partnership firms
    Partnership firms
  • HUF’s
    HUF’s
  • Private Ltd. Companies
    Private Ltd. Companies
  • Public Ltd. Companies
    Public Ltd. Companies
  • Trusts
    Trusts
  • Societies
    Societies
  • Others
    Others

How to Start Investing?

Everything will be started and finished till you enjoy a cup of tea with us.

  • Submission of Documents
    Submission of Documents
  • Processing of Documents
    Processing of Documents
  • Online Account
    Online Account
  • Experience Wealth Creation
    Experience Wealth Creation

Our Team

B2B Investmart is led by Mr. Bipin Chhajed and Mr. Bobby Patel.

They found their true passion for finance right in their teens and have been passionate Investors since then.

They have helped numerous people set their finances right and helped them achieve financial freedom at right ages.

Both of them through discipline and thoughtful investments have achieved financial freedom before their 50’s and now inspire others to do the same.

Their favourite quote is one by Mr. Warren Buffet which reads –

Do not save what is left after spending. Spend what is left after saving
  • No. of Active AMC dealings

    17

  • No. of Live SIP’s and STP’s

    700+

  • Avg. SIP size

    Rs. 10k

  • Total AUM

    70 Crores+

  • No. of Customers

    371+

Testimonials

CA Mehul Shah

Investment Banker

I am absolutely delighted with your service. It is refreshing to work with the financial advisor who truly cares and understands client needs, preferences and risk appetite. B2B Investmart have a seamless website and app, which allows end to end digital transaction processing and portfolio monitoring.

Mrs. Nirmala Chavan

Assistant Professor

I have had a very good experience with B2B Investmart. They have given me timely and sound advice regarding investment in mutual funds. I have also received prompt service in investment. Collection of documents from my home was very helpful. I feel secure investing through B2B Investmart and know that I will get the best service at all times. Thank you

Mr. Rajesh Desai

(Rtd.) Zonal Manager General Insurance Company

This is a one platform where a user can monitor his entire investment portfolio and he or she don’t need to look at any other platform.

There is ease of operations as far as putting additional investment is concerned, since everything can be managed directly through their website without any third party intervention.

CA Hardik Shah

Businessman and IIM Graduate

A perfect combination of professional and personalised consultancy. Long live B2B !

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