At Yash Investments, we partner with families, professionals, and business owners to build resilient wealth through disciplined Mutual Fund SIPs, comprehensive Life Insurance, and tailored fund management strategies.
Ministry of MSME, Govt. of India
Codes: 65110, 66301, 66309
Active portfolio reviews & rebalancing
Direct consultation with founder
Strategically aligned with National Industry Classification standards to provide compliant, reliable, and goal-directed financial services.
Compound your money through disciplined Systematic Investment Plans (SIP) or strategic lumpsum investments across equity, hybrid, and index funds.
Protect your loved ones with guaranteed financial security. We help identify the right life and term covers with optimal premiums and maximum claim reliability.
Active portfolio structuring to beat inflation and achieve capital preservation. Customized fund strategies designed for business owners and high-earning professionals.
Legally save taxes under Section 80C and build a stress-free retirement corpus. Combine the power of tax efficiency with long-term compound growth.
Small, consistent investments generate tremendous wealth through compound interest. Adjust the sliders below to calculate your estimated returns.
Historical Indian Equity Mutual Funds have delivered 11% - 14% CAGR over 10+ year horizons. Start early to maximize the compounding effect!
In 15 years, your money multiplies by 2.8x
Many apps sell you products based on sales targets. At Yash Investments, our only KPI is helping you reach your life milestones with certainty and peace of mind.
Every portfolio is directly reviewed by Vishwajeet Dalvi. You have a real human advisor you can call, visit, and rely upon.
We steer clear of speculative noise and get-rich-quick gambles. We focus strictly on proven compounding strategies.
Digital KYC, instant mandate setup, automated monthly debits, and consolidated family statement tracking.
When insurance matters most during unexpected times, our team stands by your family to handle claim formalities quickly.
We discuss your monthly income, savings capacity, family obligations, and retirement horizon.
Matching your risk appetite with top-rated mutual funds and adequate life insurance cover.
Paperless onboarding, SIP bank mandate registration, and policy issuance without physical hassle.
Regular review meetings to adjust fund allocations based on life milestones and market trends.
Schedule a confidential 1-on-1 financial review. Whether you want to begin your first ₹1,000 SIP or review your family’s insurance protection, we are here to help.
Flat No 24, 2nd Floor, Om Chambers,
Ram Mandir Corner, Near Canara Bank,
Sangli – 416416, Maharashtra
Fill this out and Mr. Vishwajeet Dalvi will contact you within 24 hours.
Transparent answers to help you begin your wealth creation journey with complete clarity.
You can start an SIP with as little as ₹500 to ₹1,000 per month. Starting small and staying consistent allows you to benefit from rupee cost averaging and compound growth without straining your monthly household budget.
Yes. Yash Investments is officially registered with the Ministry of Micro, Small and Medium Enterprises (MSME), Government of India, under registration number UDYAM-MH-29-0178072. We operate with full regulatory compliance under NIC codes 65110 (Life Insurance) and 66301/66309 (Mutual Funds & Investment Fund Management).
We evaluate your family's annual expenses, outstanding liabilities (home loans, business credit), and future milestones (children's education). Rather than pushing expensive endowment policies blindly, we recommend high-cover, low-cost pure Term Insurance, coupled with dedicated mutual fund investments for superior wealth generation.
Absolutely! While our corporate office is centrally located at Om Chambers, Ram Mandir Corner in Sangli, our entire advisory, KYC, bank mandate setup, and portfolio tracking are 100% digital. We seamlessly serve clients across Maharashtra and India.
All you need is your PAN Card, Aadhaar Card (linked to your mobile for OTP verification), and a cancelled cheque or bank statement. The process takes less than 10 minutes completely paperless.