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About us

Taking the Mystery Out of Financial Planning

Focus on What Matters—We’ll Handle the Rest

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

personalized service

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

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.

Client-Centric Philosophy

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.

Tailored, Data-Driven Strategies

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

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.

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Enjoy the Ride

Let us take the mystery out of financial planning so you can focus on what matters

WHO WE SERVE

Our clients come from diverse backgrounds

Young Earners/ Couples

Young Earners/ Couples

Building a strong foundation for their financial future.

Senior Executives/CXOs

Senior Executives/CXOs

Aligning their portfolios to meet impending goals, including retirement.

Non-Resident Indians (NRIs)

Non-Resident Indians (NRIs)

Looking to participate in India’s growth story while managing their global assets.

Retirees

Retirees

Ensuring that their corpus outlasts them, providing a secure and stress-free retirement.

vipin

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.

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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.

OUR PHILOSOPHY
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