Welcome To B Investments

Welcome to B INVESTMENTS a client-centric financial firm where transparency, long-term relationships, and enduring wealth creation are the cornerstones of our business. Founded in September 2017 by Mrs. Bhagya Naik, a postgraduate in Arts and Certified Financial Advisor, we are dedicated to putting our clients interests first.

Mrs.Bhagya Naik brings a wealth of experience, with 12 years in wealth management and financial planning. As an author of "Learn easy & Earn Easy" and a trusted expert associated with renowned financial market entities like Elite Wealth Advisors Limited,  Upstox, Angle One and  ICICI Direct. she is known for her extensive knowledge and unwavering client commitment.

Our Services & Products

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Financial Planning

Financial planning is a systematic and comprehensive process that involves analyzing an individual's current financial situation ..

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Health Insurance

Health insurance is a type of coverage that pays for medical and surgical expenses incurred by the insured individual.

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Mutual Funds

Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities.

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Medical Insurance

Medical insurance, commonly known as health insurance, is a type of coverage that pays for medical and surgical expenses incurred by the insured.

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Create a perfect goal

Give shape to your investments with our powerful tools & invest now.

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