Who We Are
About us
Our Story
Every dream begins with a hope for a secure future, for peace of mind, for a life well lived. In 2003, in the heart of Bengaluru, BOHO FINSERV was born from that very hope. We started with one simple belief: money should work for people — not the other way around. Over the years, that belief became our mission — to guide individuals and families toward financial independence through thoughtful, disciplined investing.
Our Journey
What began as a modest dream in May 2003 has grown into a trusted name in mutual fund distribution and risk management services. From young professionals taking their first financial steps, to families planning their legacies, to Non-Resident Indians investing in their roots — we’ve walked alongside all of them.
At BOHO FINSERV, we never forget that behind every investment, there’s a dream — a child’s education, a comfortable retirement, a peaceful home, a meaningful life.
Our Team
Our team include NISM-certified and CFP-qualified experts who bring both knowledge and empathy to every conversation.
At the helm is our founding director, a finance veteran with over 30 years of experience. With credentials like an MBA, Certified Financial Planner (CFP), and Fellow of the Insurance Institute of India (FIII), he has not only led BOHO FINSERV with vision but also helped shape the financial planning community as an Executive Committee member of the Council of Financial Planners (COFP).
But beyond titles and designations, what defines him — and every member of our team — is to empower our clients to live freely, without financial worry.
Our Mission
At BOHO FINSERV, we take your financial wellness personally. Our mission is to empower every Indian to enjoy life through financial independence. Guided by fiduciary responsibility, we work with our clients through every investment decision to help them design a life of freedom, purpose, and lasting impact.
