About Us

About Us

Your Trusted Partner in Financial Security

With over 25 years of experience and 2500+ happy clients, Bima Acharya is your reliable financial advisor in Rishikesh, Uttarakhand. We specialize in Mutual Funds, SIPs, Life Insurance, Term Insurance, and professional training for insurance agencies. Our goal is to help individuals and families achieve financial stability and long-term growth through personalized investment and insurance solutions.

Founded in 1998, Bima Acharya has been guiding clients towards financial independence through expert advice, ethical practices, and personalized solutions. Based in Rishikesh, we take pride in building long-term relationships based on trust and transparency.

 

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Years Experience

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Trusted Clients

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Award Winning

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Expert Staffs

Bima Acharya

Financial Solutions

Our Vision

To become a leading name in financial consultancy by providing transparent, ethical, and client-focused services that empower people to make informed financial decisions for a secure tomorrow.

Our Vision

To simplify financial planning and make insurance, investment, and savings accessible to everyone. We aim to guide individuals and families toward financial independence through education, trust, and expert advice.

Address

448, Hanumant Puram, Ganga Nagar, Rishikesh, Uttarakhand, 249201

Contact

+91-9818294653
kmsharmalic@gmail.com

How we work

Committed to Excellence

01

Consultations

We start with a personalized consultation to understand your goals, needs, and current financial situation. This helps us craft the right investment or insurance plan just for you.

02

Submit Your Documents

Once your plan is finalized, simply share the required documents. Our team ensures a smooth and secure documentation process without any hassle.

03

Plan Execution

We handle all the formalities and initiate your selected investment or insurance plan with trusted financial partners — keeping you informed at every step.

04

Ongoing Support

Even after the process is complete, we stay connected to provide continuous support, periodic reviews, and claim assistance whenever you need it.

Why Choose Us

Trusted financial guidance and complete peace of mind.

25+ Years of Experience

Decades of expertise in financial planning and insurance advisory ensure reliable, result-driven guidance.

2500+ Satisfied Clients

A proven track record of helping individuals and families secure their financial futures.

Personalized Financial Solutions

We design investment and insurance plans tailored to your unique goals and budget.

Transparent & Ethical Service

We value trust — every recommendation is based on honesty, clarity, and your best interests.

Blog & News

Read Our Articles

Smart Investments for a Secure Future: Why SIPs Are the Best Way to Start

Smart Investments for a Secure Future: Why SIPs Are the Best Way to Start

When it comes to investing, everyone dreams of growing their…

The Importance of Life Insurance: Protecting What Truly Matters”

The Importance of Life Insurance: Protecting What Truly Matters”

Life is unpredictable, but your family’s financial future shouldn’t be.…

Top 5 Mistakes to Avoid When Choosing a Term Insurance Plan

Top 5 Mistakes to Avoid When Choosing a Term Insurance Plan

Term insurance is the most essential form of life protection…