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About Us

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About Us

The most Profitable Investments company in worldwide.

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At Benchmark Investment, we specialize in helping you build a secure financial future through smart, goal-oriented mutual fund investments. As a trusted mutual fund distributor, our mission is to simplify investing by offering personalized solutions that align with your unique financial goals. With a strong focus on transparency, integrity, and performance, we guide you every step of the way—from understanding your needs to selecting the right funds and managing your portfolio. Whether you are planning for retirement, education, or long-term wealth creation, we are here to help you invest with confidence. Let's grow your wealth the right way—with insight, strategy, and trusted advice.

Strategy & Consulting

Business Process

Marketing Rules

Partnerships

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1.5k+ Trusted

Global Customers

1500

+

Clients

1600

+

Lacs AUM

32

+

Years Of Experience

What We Offer

Our Process for Your Success

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Get personalised guidance across mutual funds, insurance, loans, need-based investing, estate planning, and taxes. We take time to understand your unique financial situation, goals, and risk profile, ensuring every recommendation is tailored to your needs for long-term success.

Seamless implementation of your financial plan, including paperwork, investment purchases, and insurance setup — all handled by our experts.

We coordinate every step, making sure your investments are executed efficiently and securely, so you can focus on your future with confidence.

Ongoing monitoring and review of your investments and insurance, with regular updates and recommendations to keep you on track. We proactively track your portfolio’s performance and provide timely insights, helping you adapt to market changes and stay aligned with your financial objectives.

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Our Team

Our Company's Dedicated Team Member

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Bhavya Bhalani

CEO & Founder

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Ankit Dhameliya

CEO & Founder

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Yogesh Kakani

CEO & Founder

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Kishan Pipaliya

CEO & Founder

Our Certificates

Certificates of Mutual Fund Distributor

Mutual Fund Certificate
Common Derivatives Certificate
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