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Your Journey is Unique.

Your Financial Strategy Should
Reflect that.

We have been serving generations of investors, commited to guiding our clients in their journey of achieving financial independence. We believe in creating strategies as individual as the people we serve.

Our Story

We began in 2003 with a vision to guide individuals and families toward achieving their financial aspirations through thoughtful and disciplined investments. At BOHO FINSERV, we believe in building lasting relationships, not just portfolios. Our focus lies in empowering our clients with the right knowledge and tools to achieve financial freedom.

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Our Founder

At the helm of BOHO FINSERV is our visionary founding director, a finance veteran with over 30 years of experience in the industry. With credentials including an MBA, Certified Financial Planner (CFP), Fellow of the Insurance Institute of India (FIII), and an Executive Committee member of the Council of Financial Planners (COFP), their leadership and passion have been instrumental in shaping our values and commitment to excellence. Our journey is built on expertise, with a team of NISM VA certificants and CFP professionals who bring a wealth of knowledge and a client-centric approach to every interaction.

1 +

Years of Experience in the Financial services industry

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Driven by Purpose, Guided by Vision.

our mission our vision

Our mission is to enable and empower our clients to achieve their financial aspirations through a disciplined, goal-based investment approach. At BOHO FINSERV Pvt. Ltd., we place our clients’ interests at the core of everything we do. Our objective is not only to grow their wealth but also to cultivate financial confidence, clarity, and long-term stability through systematic planning and continuous guidance.

Our mission goes beyond wealth creation — it encompasses education, awareness, and empowerment. We are deeply committed to enhancing financial literacy, helping clients make informed decisions, and developing a sense of control over their financial future.
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Our vision is to become the most trusted and respected financial advisory and investment solutions partner, recognized for our integrity, professionalism, and commitment to client success. We aspire to be a guiding force in transforming how individuals and families approach their financial goals—by promoting a culture of financial discipline, awareness, and empowerment.
We envision a future where every client of BOHO FINSERV achieves true financial freedom through informed decision-making and strategic planning. By continuously evolving with market dynamics and leveraging technology, we aim to deliver innovative, transparent, and efficient investment experiences.
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Wealth is the ability to fully experience life

- Henry David Thoreau

Our Impact in Numbers

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Families Empowered
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Years of Trust
400 Cr+
Investments Trusted to Us
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Stories of Financial Freedom

Who do we Serve?

At BOHO, we believe creating wealth is everybody’s cup of tea. Whether you are managing a sizable portfolio or just beginning your financial journey, we are here for you. Because wealth creation starts with intent – not size. We offer no minimum investment cap to both retail and high-net-worth individuals (HNIs). Understanding your distinct income patterns, goals, and lifestyle is the foundation of our approach, which makes sure that your wealth strategy develops in tandem with you.

Business Owners and Enterprenuers
We understand your cash flows can fluctuate — our strategies move with your business.
Professionals
We align your finances with your steady growth, salary hikes, and occasional bonuses.
Doctors, Lawyers, Chartered Accounts & IT professionals
Freelancers
We design flexible financial frameworks that adapt seamlessly to your evolving projects and variable income streams.
achieve financial wellness

Our Process

Investment Process Flow
1
Client Discovery

Client Discovery

2
Investment Estimation

Required Investment Estimation

3
Risk Profiling

Risk Profiling and Data Collection

4
Onboarding

Onboarding: KYC Services, PAN and Aadhar Updation

5
Services
Estate Planning Insurance Services
Investment Services
Retirement Services, Tax Services
6
Fund Selection

Fund Selection and Approval

The investor’s chief problem—and even his worst enemy—is likely to be himself.

- Benjamin Graham

Testimonials

Trusted by  1000+ Customers

BOHO has been a great support for my investments. Their guidance and systematic approach have helped me make confident financial decisions.

Dr. Srinivas Gopinath Kasi

New-Project-15
Mr. Yuvaraj is not only my financial advisor but also a trusted friend who understands my life’s ups and downs.

Dr. Divya Subramanyam

New-Project-14
BOHO’s financial planning process is thorough and insightful. It helped me understand my real expenses and identify where I could improve.

Kishore B S

New-Project-15
It’s been a pleasure being associated with Team BOHO for several years now. They are wonderful professionals who always keep clients’ interests first.

N. R. Shivarudru

New-Project-15
BOHO has helped me balance saving for the future while enjoying the present. Yuvaraj’s insights have been practical and motivating, ensuring I stay disciplined yet flexible.

Vivek Kapoor

New-Project-15
Excellent service over the years! BOHO’s professional and goal-oriented approach has kept me disciplined and focused.

Amit Kilpady

New-Project-15
We truly appreciate Archana and Yuvaraj for being approachable and responsive to every query. Their professionalism and dedication make consultations smooth and effective.

Viveka S

New-Project-14
Yuvaraj’s genuine care and continuous support make him feel like part of my family. He doesn’t treat this as business — he truly cares.

Perumal M. K.

New-Project-15
BOHO’s communication is always clear, friendly, and timely. They patiently address every question and ensure complete understanding before advising.

Dr. Vineeth Kumar

New-Project-15
My association with BOHO spans over 15 years, and their discipline-focused approach has shaped my financial journey.

Anand Kumar

New-Project-15
industry experts

Our Clients from Around the world

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