About Us

For the past 22 years, we have been a trusted partner for individuals, families, and businesses seeking financial security, wealth creation, and reliable protection solutions. Our expertise spans across Mutual Funds, Health Insurance, Life Insurance, and Motor Insurance, enabling us to provide complete financial and risk management under one roof.

Our journey began with a simple yet powerful vision — to offer honest, transparent, and personalized financial advice that truly serves the client's best interest. Over the years, we have transformed that vision into reality, guiding thousands of clients through changing economic climates, evolving life stages, and dynamic financial needs.

22+
Years of Experience
5000+
Happy Clients
₹500Cr+
Assets Under Advisory
100%
Client Satisfaction
About Us

What We Do

Comprehensive financial solutions for all your needs

Mutual Funds

Helping you invest smartly with strategies designed to match your goals

Health Insurance

Ensuring you have access to the best healthcare without financial stress

Life Insurance

Securing your loved ones' future with comprehensive protection

Motor Insurance

Safeguarding your vehicles against damages and liabilities

Our Approach

Our Approach

Every client is unique, and so is our approach. We take the time to understand your aspirations, financial position, and risk appetite before offering recommendations. Our relationships are built for the long term — many clients have been with us for over a decade, trusting us for guidance through every stage of life.

We don't just offer products — we offer guidance, clarity, and long-term commitment. Whether it's helping you build wealth through mutual funds or securing your assets with insurance, our role is to be your financial guardian and growth partner.

Our Foundation

The principles that guide everything we do

Our Mission

Our mission is to guide every client towards financial freedom by providing honest advice, effective solutions, and continuous support.

Our Vision

We dream of an India where every individual enjoys true financial freedom — the freedom to live without money worries, to provide for loved ones, and to dream without limits.

Our Values

Integrity, Transparency, Personalized Service, Long-term Commitment, and Continuous Learning guide all our actions and decisions.

Why Choose Mishika Finvest?

What sets us apart in the financial services industry

Personalized Approach

Every client receives customized financial solutions based on their unique goals, risk profile, and life stage.

Proven Track Record

22+ years of consistent performance and helping clients achieve their financial objectives.

Long-term Relationships

We believe in building lasting partnerships with our clients, supporting them through all life stages.

Why Choose Us