Financial Security Since 1998

Bima Acharya

With over 25 years of experience and 2500+ happy clients, Bima Acharya is your reliable financial advisor in Rishikesh, Uttarakhand.

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

What we Provide

Our Services

Invest smart, grow steadily.
We help you choose the right mutual fund and SIP plans tailored to your goals.

Protect your loved ones and secure their future. Our life insurance plans offer peace of mind and financial safety.

The simplest and most affordable way to ensure financial stability for your family.We help you find the perfect policy based on your needs.

We offer professional training programs to help agents enhance their knowledge, communication, and sales skills.

Bima Acharya

Secure Your Future Today

Plan wisely. Invest smartly. Protect confidently.Plan wisely. Invest smartly. Protect confidently.

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.

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.

Testimonials

Reviews From Clients

Payal Verma Rishikesh

Very professional and trustworthy services. Highly recommend for anyone looking for insurance guidance.

Rajesh Kumar Dehradun

Bima Acharya helped me understand investments clearly. I now have a secure financial plan for my family.

Free Template

Download Our Legal Template for Free

Affidavit Template

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Invitations Letter

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Attestation Files

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Travel Letter

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Insurance Claim

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Statutory Files

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Divorce Document

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Adoption Files

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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…