Building Financial Futures with Trust, Expertise & Legacy

At Bhoomi Investment, our story is one of legacy, trust, and growth — a journey proudly carried forward by the third generation of financial advisors in our family. What started decades ago as a humble financial solutions firm has today grown into a comprehensive wealth and insurance advisory trusted by hundreds of families across India.

In the beginning, our focus was simple — to help people organize their personal finances and guide them toward safe, reliable investment options. Back then, we began with traditional products like LIC policies and Post Office savings schemes, helping individuals create a sense of financial discipline and security for their loved ones.

As the financial landscape evolved, so did our vision. Recognizing the changing needs of our clients, we expanded our portfolio in 2012 by introducing Mutual Funds, opening doors to new opportunities for wealth creation through personalized financial planning.

Over time, we integrated a wide range of investment and protection products — including Life Insurance, Health Insurance (Mediclaim), Fixed Deposits, Bonds, PMS, AIFs, and more — making Bhoomi Investment a one-stop destination for complete financial planning.

However, our greatest transformation came from experience. We realized that financial growth isn’t just about choosing the right product — it’s about having the right plan. Every individual and family has unique goals — from securing their children’s education to building a retirement corpus or protecting loved ones with adequate insurance.

That’s why we began focusing deeply on goal-based financial planning, offering tailored advice and structured strategies to help our clients plan, invest, and prosper with purpose, including through systematic investment plans (SIPs).

Today, Bhoomi Investment stands as a trusted financial partner to a growing community:

- Serving over 1,800+ satisfied clients who rely on our expertise for long-term financial growth.

- Helping 750+ families secure their dreams through personalized wealth and protection solutions.

- Managing an impressive ₹100+ crore in Mutual Fund Assets Under Management (AUM) with transparency and discipline.

- Protecting 50+ families with robust Term Insurance plans that ensure their loved ones’ financial safety.

- Providing 200+ families with comprehensive Health Insurance coverage, safeguarding their health and finances.

Every number represents more than just growth — it reflects the trust, relationships, and confidence that our clients have placed in us over the years.

Guided by experience, strengthened by ethics, and driven by the belief that every dream deserves a financial plan, Bhoomi Investment continues to help individuals and families build a future of security, prosperity, and peace of mind.