Disciplined Wealth Creation
for Your Family’s Future.
Power of Compounding & Asset Protection.
22+ Years of Trust
ABOUT INVEST WORLD
22+ Years of Trusted Guidance in Financial Security & Wealth Creation.
Established in 2004, Invest World is a premier financial solutions and distribution firm founded by Ishwar Bansilal Bhatewara (ARN-23962). We assist individuals and families across the Globe in achieving their short-term financial objectives and long-term aspirations through structured, goal-based planning.
Comprehensive Financial Solutions
Access Mutual Funds, Insurance, Corporate FDs, and Capital Gain Bonds all under one roof.
- Ongoing Asset Rebalancing: Disciplined periodic reviews tailored to changing market cycles.
- Dedicated Claim Assistance: Complete hand-holding support for your family during insurance claims.
- Step-Up Compounding: Systematic plans that automatically grow alongside your rising income.
LEADERSHIP PROFILE
Meet Our Founder — Ishwar Bansilal Bhatewara
Ishwar Bhatewara
Founder & Proprietor
AMFI Registered Mutual Fund Distributor & SIF Distributor | Financial Intermediary Since 2004
Qualifications: M.Sc (Agri), CFP
Experience: 22+ Years in Finance
Location: Pune, Maharashtra
Professional Journey & Philosophy
AMFI ARN-23962 (Valid Until: Feb-2029)
EUIN: E043440
AMFI SIF ARN-23962 (Valid: Oct-2028)
Ishwar Bhatewara, an M.Sc. (Agri) by profession, began his financial advisory journey in 2003 with insurance, and in 2004 ventured into mutual fund distribution. Over the past 22+ years, through deep domain knowledge and an unwavering commitment to client success, Ishwar has guided many families across the Globe in managing and growing their wealth.
“Our goal is not simply to provide investment products, but to become a trusted, life-long financial partner in our clients’ journey toward wealth creation, financial security, and a safer future.”
At Invest World, our approach is centered on understanding each client’s unique cash flows, risk-taking capacity, and financial milestones before recommending any solution. We firmly believe in the power of long-term compounding while ensuring that the client's family is shielded against life's uncertainties.
22+
Years of Experience (Est. 2004)
1800+
Happy Clients Served
200+ Cr
Assets Under Management
15+
Regulatory Compliance Docs
OUR PRODUCT BASKET
Comprehensive Financial Products Under One Roof
Mutual Funds
Equity, Debt, Hybrid, Index, and ELSS Tax-Saving Schemes tailored for long-term compounding and wealth creation.
Life & Term Insurance
Comprehensive term life protection, income replacement plans, and financial safety nets for your loved ones.
Health Insurance
Family floater policies, critical illness riders, and cashless hospitalization coverage across top healthcare networks.
Motor & Vehicle Insurance
Comprehensive zero-depreciation coverage for cars, two-wheelers, and commercial vehicles with instant renewals.
Corporate Fixed Deposits
High-safety AAA-rated corporate FDs with attractive fixed interest rates and flexible monthly/quarterly payouts.
Capital Gain Bonds (54EC)
Government-backed REC, PFC, and IRFC 54EC bonds for 100% tax exemption on long-term capital gains from property sale.
Specialised Investment Funds
AMFI-registered SIF solutions (ARN-23962) offering bespoke strategies for sophisticated and high-net-worth investors.
General & Asset Insurance
Protection for home, commercial properties, fire, burglary, marine cargo, and business liability exposures.
OUR EXPERT SERVICES
Goal-Based Distribution & Financial Advisory Support
Systematic Investment Planning (SIP)
Disciplined monthly wealth accumulation with automatic annual step-up compounding strategies.
Retirement Corpus Planning
Inflation-adjusted retirement roadmaps and systematic monthly cashflows (SWP) for lifetime security.
Portfolio Review & Rebalancing
Periodic health-checks of existing mutual fund holdings, risk realignment, and rebalancing strategies.
Tax-Saving (ELSS) Solutions
Section 80C tax deduction optimization combined with the long-term wealth growth potential of equity.
Insurance Claim Settlement Support
Dedicated family assistance during medical emergencies, critical illness claims, and hassle-free documentation.
Smart Financial Tools
Plan Your Wealth with Precision
SIP Calculator
Calculate wealth creation through disciplined monthly investments
Expected Maturity Value
₹0
Invested Amount
Estimated Returns
Wealth Growth Projection
Disclaimer: The calculations, projections, and estimations provided by this calculator are for illustrative and educational purposes only and are based on mathematical assumptions and expected rates of return entered by the user. They do not constitute financial advice, guaranteed returns, or promise of future performance by Ishwar Bansilal Bhatewara (Invest World) or any Asset Management Company (AMC). Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
CLIENT TESTIMONIALS
Trusted by Families Across the Globe for Generations
“Ishwar Bhatewara has been managing our family’s mutual funds and insurance for over 15 years. His disciplined approach to Step-Up SIPs helped us fund both my children's higher education without taking education loans. The transparency and personal guidance are unmatched.”
Prabhakar Dharia
Advocate
“During a family health emergency, the Invest World team was right beside us to handle the insurance claim paperwork smoothly. Having a single point of contact for mutual funds, corporate FDs, and term insurance gives our entire family complete peace of mind.”
Rajesh Khandekar
Software service
“Invest World helped me structure my retirement corpus with a blend of balanced mutual funds and Systematic Withdrawal Plans (SWP). I now enjoy regular monthly income while my capital continues to beat inflation.”
Ramesh Biwal
Retired DSP
INVESTOR FAQS
Frequently Asked Questions
Clear answers to common queries regarding Mutual Funds, SIP investments, Regular plans, and portfolio tracking.
How does Invest World help select suitable mutual fund schemes?
We evaluate your financial horizon, risk appetite, and specific life goals (education, retirement, wealth creation) before suggesting suitable mutual fund schemes governed by our transparent Fund Selection Policy.
What is the advantage of Step-Up SIP?
A Step-Up SIP automatically increases your monthly investment contribution (e.g. by 10% each year) in tandem with salary increments, drastically accelerating wealth creation over a 10-15 year horizon.
How can I track my investment portfolio online?
Clients can monitor their consolidated mutual fund and financial holdings 24/7 through the Wealth Elite mobile application (available on Android & iOS) or via our secure web login portal at wealthelite.in.
Do you deal in Regular or Direct Mutual Fund Plans?
Ishwar Bansilal Bhatewara (Invest World) operates as an AMFI Registered Mutual Fund Distributor (ARN-23962) and deals in Regular Plans only, earning a trail commission from AMCs. Direct Plan options are available directly with AMCs at a lower expense ratio.
CONNECT WITH US
Start Your Financial Journey Today.
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Call Directly
+91 9823022480 -
Send Email
ishwarb9@gmail.com -
Registered Office
A-501, Mudra Soc., Opp Dmart, Pune-Satara Road, Pune-411037.
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Branch Office
Off no. 906, 9th Floor, Ivory Tower, Near Rao Hospital, Above Tanishq Showroom, Pune-Satara Road, Pune-411037.
