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About Vivek Invest
What we do ?
At Vivek Invest, we help our clients to retire early and enable their financial security by making a financial model that suits their financial status.
We accomplish your Financial Goals: Retirement planning, Tax savings, Children’s education, Estate planning, etc
How do we do it ?
With a client-first approach, we do this by offering products which prioritise savings and high return on investment.
Our team research the best products available among the top 25 investment and insurance firms to capture the best deals for our clients.
Our Director
About Mr. B.S. Shahi, IFS (Retd.)
Mr. B.S. Shahi, a retired Indian Forest Service officer with over 40 years of service, has now taken on a new role in financial services. As an Elite Insurance Manager at Max Life Insurance, he has successfully guided investments more than ₹1.25 crores in just 9 months, consistently delivering high ROI across insurance and investment products. His portfolio includes a total of 26 investors in Max Life Investments and 9 policy holders in Aditya Birla Health insurance sector.
Recognized for his excellence, he is also a two-time MDRT (Million Dollar Round Table) member in 2024 and 2025, a global benchmark of success in financial advisory. Building on his legacy of leadership and strategic planning from the Indian Forest Service, Mr. Shahi continues to inspire trust and growth in the world of financial investments.
Our Technical Lead (Global)
About Miss Seema Takuli
Seema Ma'am is a seasoned professional with over 10 years of experience in the banking and financial services sector. She currently serves as the Lead Manager at Max Life Insurance for Axis Bank, where she drives strategic partnerships, business growth, and customer relationship management.
Her deep understanding of banking operations and insurance products has enabled her to deliver sustainable business results and trusted advisory to clients.
She is recognized for her leadership, strong work ethic, and commitment to empowering customers with financial security and long-term wealth creation solutions.
Our Head of Operations, European Market
About Mr. Borun Krishna Bhuyan,
Mr. Borun Krishna Bhuyan is a project management and finance professional with over 12 years of international experience in accounts, financial management, and business operations across India, Africa, and Europe.
An alumnus of Arden University, Berlin and IIM Indore with proven leadership in organizations such as Deutsche Vermögensberatung AG. (DVAG), Germany and Sushiel Shandilya & Co., South Africa, he has excelled in auditing, reporting, loan recovery management and financial restructuring.
Mr. Bhuyan is fluent in English, German, and French, bringing a global perspective to business management, financial strategy, and project execution.
OUR SERVICES
At Vivek Invest, we offer a comprehensive range of investment banking services designed to meet the diverse needs of our clients. Our expertise spans across investments, insurance, debt and equity financing and financial restructuring, enabling individuals and businesses to unlock growth opportunities and strengthen their financial position.
We believe that every client’s journey is unique, which is why our team takes a collaborative and personalized approach. From analyzing opportunities to structuring deals and executing strategies, we work hand-in-hand with our clients to design tailor-made solutions that align with their goals and deliver measurable results.
By combining in-depth market insights, strong financial expertise, and a commitment to excellence, we empower our clients to make informed decisions, maximize returns, and navigate the complexities of today’s financial landscape with confidence.
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