Crafting Wealth, Curating Portfolios –
20+ Years of Excellence.
SEBI
RIA :
INA000021669
1000+ Cr.
Assets Under
Management
16000+
Retail Client
Base
80+
Cities
22+
Managers
Investment Simplified:
Empowering You to Invest Wisely
Join the BFC community to learn about investing, saving, and budgeting in the easiest ways possible! Whether you're a seasoned investor or just figuring out your financial journey, dive in for treasured insights and expert advice. Get tips on mutual funds, saving, budgeting, and retirement planning. Take control of your financial future today!
BFC Advantage
Invest smart! Give your investments the BFC Advantage
Periodic Portfolio Review
Nothing's a certainty, not even the returns you earn. That's why, twice a year, we give your portfolio a much-needed health checkup and fish out the bad investments.
Tailormade Solutions
The one size fits all approach doesn't usually work in investing. Make informed financial decisions based on the solutions tailored to complement your priorities.
Algorithm-based Scheme Selection
Invest in schemes shortlisted by our superior AI-driven algorithm after factoring in mandatory quality, industry parameters, and investor priorities.
Competent Wealth Managers
We pick the best of talent from the industry as that's what we want to offer each and every one of our clients - The Best!
Regular Profit Booking
We don't let market volatility erode our clients' profits - By using internal parameters, we book profits regularly.
App with 3 S Benefits
Buy, Track & Sell Mutual Funds on the go with PRODIGY Pro - BFC's Mobile App with 3 S benefits: Speed | Safety | Simplicity.
Capital Gain Immunization
Not all profits are taxable. With access to the right advice and the will to act on it, you can save more on taxes than you initially thought.
Market Savvy Research Team
A team that follows the markets with relentless diligence and is alert to every spike and drop in the charts, so you stay ahead of the curve at all times.
Tactical Calls
Gain access to the short-term calls our research team offers and maximise your returns by investing in sectors that are likely to attract profits in the near future.
Contingency Planning
Uncertainty is part of life. Contingency funds help protect your lifestyle during income disruptions and emergencies without compromising long-term goals.
360° Financial Coverage
With access to Mutual Funds, Stocks, PMS, AIFs, SIFs, Bonds, and FDs, we ensure your portfolio is structured across suitable products under one framework.
Retirement Planning
BFC helps you assess future income needs, plan cash flows, and build a retirement corpus that supports financial stability and independence post retirement.
A Seamless & User-Friendly Investor Experience
Experience you trust.
Technology you deserve.
Built on two decades of trusted advice, now reimagined for modern investors.
Quality Circle Programmes
An honest attempt to educate investors on the Dos and Don'ts of investing.
Our Credentials!
Sebi Registered Investment Advisor
INA000021669
AMFI Registered Mutual Fund Distributor & SIF Distributor
ARN : 21399
BSE Registered Mutual Fund Distributor
Member Id : 39180
NSE Registered Mutual Fund Distributor
Member Id : MFS21399
The BFC Experience:
20 Years of Wealth
Wisdom
Based in Bengaluru, I've been investing with BFC Capital via the Prodigy Pro app for five years. Gained financial confidence and trust, great team, seamless app, and truly positive experience overall.
Mitya Moitra
Lucknow
Meet the Experts
Money matters are serious business. Don't take them lightly. Reach out to our experts and make informed financial decisions.
Akash Gupta
AVP- Research & Analysis
Kavya Mehrotra
Sr. Manager- Research & Analysis
Sparsh Awasthi
Sr. Wealth Manager
Nainie Rastogi
Wealth Manager
Sandeep Yadav
Wealth Manager
Shubham Dubey
Wealth Manager
Ayush Mishra
Wealth Manager
Shivangi Yadav
Wealth Manager
Shashank Awasthi
Wealth Manager
Anurag Jaiswal
Wealth Manager
Frequently Asked Questions
Questions on your mind? Don't worry we have the answers!
Think of financial planning as creating a roadmap for your money, its almost like planning a road trip. You wouldn't just hop in a car and drive without knowing where you're going, right? Financial planning works the same way. It's about knowing your goals, understanding your income and expenses, and figuring out the best path to reach those goals.
And so as for why do you need it? Well, life is full of surprises—some welcome, some... not so much. Financial planning helps you save for the things that truly matter in the long run— whether it's buying a house, sending your kids to college, or enjoying a worry-free retirement.
Financial planning turns your goals into clear and structured action plans. By managing your income, savings, and investments wisely, it helps you stay on track and make your dreams— like buying a home, traveling, or retiring comfortably— a beautiful reality.
Think of a financial advisor as your personal guide to everything money! They help you plan, invest, save, budget, and map your money based on your risk profile ( the amount of risk you are willing to take) and time horizon ( the tenure for which you would want to stay invested to achieve your goals) with certified expertise up their sleeves.
At BFC CAPITAL, a SEBI Registered Investment Advisor (RIA), we help you do all of that with trusted, regulated advice to make sure your financial journey stays on the track that you have envisioned.
Absolutely yes! In fact mutual funds are one of the most effective tools for long-term wealth creation when you stay invested with discipline. They help you benefit from compounding, professional fund management, and diversification– making them the suitable choice for long term wealth creation.
Number of Complaints as per SEBI Guidelines
Data for the month ending ...
| Sr.No. | Received from | Pending at the end of last month | Received | Resolved* | Total Pending# | Pending complaints > 3months | Average Resolution time^ (in days) |
|---|---|---|---|---|---|---|---|
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | N/A |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | N/A |
| 3 | Other Sources (if any) | 0 | 0 | 0 | 0 | 0 | N/A |
| Grand Total | 0 | 0 | 0 | 0 | 0 | N/A |
* Inclusive of complaints of previous months resolved in the current month.
# Inclusive of complaints pending as on the last day of the month
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.
Compliance Audit Status
| Sr.No. | Financial Year | Compliance Audit Status | Remarks, If any |
|---|---|---|---|
| 1 | FY 2025-26 | N/A | N/A |
Client Level Segregation Report
| Sr.No. | Financial Year | Audit Report | Client Level Segregation Report |
|---|---|---|---|
| 1 | FY 2025-26 | Compliance Report | Client Level Segregation Report |