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.
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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
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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
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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
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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.
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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.
- What is a mutual fund?
- Why Mutual Funds?
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
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.
Who all can Invest in Mutual Funds?
We help
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Individuals
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Partnership firms
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HUF’s
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Private Ltd. Companies
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Public Ltd. Companies
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Trusts
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Societies
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Others
How to Start Investing?
Everything will be started and finished till you enjoy a cup of tea with us.
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Submission of Documents
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Processing of Documents
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Online Account
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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
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No. of Active AMC dealings
17
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No. of Live SIP’s and STP’s
700+
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Avg. SIP size
Rs. 10k
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Total AUM
70 Crores+
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No. of Customers
371+
Download Now
No time to view your Investments on desktop?
Don’t worry, download our App and view your investments On The Go.
