Unovest is more than just a financial advisory firm
Unovest is your trusted partner in achieving financial freedom and security. With over 20 years of experience, we are built on principles of transparency, integrity, and a commitment to client success, empowering you to take control of your financial future.
WHO WE ARE
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We offer personalized advice tailored to your unique financial goals, whether it's wealth building, retirement planning, or family security. As a fiduciary, fee-only advisory firm, we prioritize your interests, providing unbiased advice free from commissions or hidden fees.
Led by founder Vipin Khandelwal, Unovest emphasizes education and clear communication. Through over 300 blog posts, we demystify financial concepts, helping you make informed decisions with confidence.
Empower Your Portfolio with Us
WHY CHOOSE US
Experience You Can Trust
Managing finances without expert guidance can feel overwhelming and uncertain. At Unovest, we understand the importance of having a trusted advisor by your side. With over 20 years of experience, we’ve successfully guided clients through challenging times like the 2008 crisis and the 2020 pandemic. Our expertise across market cycles ensures your investments are managed with care and insight, providing the security and confidence you need in volatile markets.
Tailored, Data-Driven Strategies
We craft personalized financial plans based on your unique goals and risk tolerance. Using data-driven insights and time-tested principles, we focus on disciplined investing and strategic risk management to help you achieve sustainable long-term growth.
Client-Centric Philosophy
At Unovest, your success is our priority. We offer clear communication, education, and support, empowering you to make informed financial decisions. Our goal is to build a lasting partnership, ensuring you feel confident and in control of your financial future.
Fiduciary Commitment
As a fee-only advisory firm, Unovest is committed to providing unbiased, transparent advice that serves your best interests. We don’t earn commissions, ensuring our recommendations are focused solely on helping you achieve your financial goals.
Choosing Unovest means partnering with a firm dedicated to your financial success. With our experience, personalized strategies, client-focused approach, and fiduciary duty, we help you achieve financial clarity and the freedom to design the life you want. Let's build a secure, prosperous future together.
WHO WE SERVE
Our clients come from diverse backgrounds
Young Earners/ Couples
Building a strong foundation for their financial future.
Senior Executives/CXOs
Aligning their portfolios to meet impending goals, including retirement.
Non-Resident Indians (NRIs)
Looking to participate in India’s growth story while managing their global assets.
Retirees
Ensuring that their corpus outlasts them, providing a secure and stress-free retirement.
ABOUT ME
Vipin Khandelwal is a seasoned financial advisor with extensive experience
Vipin Khandelwal is a seasoned financial advisor with extensive experience in guiding clients through the intricacies of investment management. His expertise is complemented by his commitment to client education, as evidenced by his prolific writing on financial topics. You can explore more about Vipin’s background and insights through his X (formerly Twitter) account and LinkedIn Profile.
Vipin Khandelwal is a SEBI Registered Investment Adviser with Registration no. – INA000003643 (Oct 14, 2015 to Perpetual); BASL Registration no. - 1517 Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Investment in securities market is subject to market risks. Read all the related documents carefully before investing.
See our SEBI Disclosures
OUR HISTORY
A Legacy of Expertise and Growth
APRIL 2015
Unovest’s journey began
In April 2015, Unovest started as a personal blog with a mission to educate and empower investors through insights on investment, planning, and money management.
OCTOBER 2015
Registered with SEBI
By October 2015, we had registered with SEBI as an investment adviser, offering comprehensive, customised advice.
JANUARY 2016
Platform Expansion
In January 2016, we launched Unovest, a platform for tracking and investing in direct mutual fund plans, utilising the MFU backend.
JUNE 2024
Launched RapidFIRE
June 2024 marked the introduction of RapidFIRE, a tool designed to empower investors with control and confidence in their financial journey.
OUR PHILOSOPHY
Our investment philosophy is built on research-driven insights
Unovest's investment philosophy centres on research-driven insights and proven strategies. We prioritise asset allocation and rebalancing to navigate market shifts, with a strong emphasis on time as a critical factor. By harnessing the power of compounding, we guide clients in building portfolios that endure market volatility and achieve steady growth.
