EstaFin Investments

#121, 2nd Floor, Satallite Complex, Koppikar Road, Hubballi-580020

© Copyright 2025 EstaFin

Your Wealth Journey, Simplified:
Smart Financial Advice for Every Life Goal
Book a Free Consultation
AMFI-Registered Mutual Fund Distributor
IRDAI-Certified Insurance Advisor
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1200+ Inverstors

Trusting us Today and Tomorrow to Achieve Financial Freedom

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22+ Years

Trust built over a period of two decades of consistent results

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850+ Programs

Investor Awareness Programs held for individuals & institutions

We provide quality services to customers.
ABOUT ESTAFIN INVESTMENTS

Your Smart Goal Based
Financial Planning Starts Here.

At EstaFin Investments, we guide you with clarity and care.

  • New to investing? We make it simple.
  • Worried about inflation?
    We’ll guide you how to stay ahead
  • Need insurance? We help you choose the right
  • No jargon. No pressure. Just smart steps toward financial freedom.
About Us

Everything You Need to Start Investing Confidently

Goal-based Investing Icon
Goal-based Investment Approach

Align your investment with purpose: buy a house, fund education, or retire confidently.

Discover How >
Mutual Funds Icon
Mutual Funds

Make your money work. Invest in SEBI-regulated mutual funds that match your profile and purpose.

Explore Funds>
Goal-based Investing Icon
Life Insurance

Protect what matters: your family’s future with affordable plans.

Protect Now >
Term Insurance Icon
Term Insurance

Find the right cover amount, duration, and insurer for peace of mind.

Protect Now>
Health Insurance Icon
Health Insurance

Medical emergencies shouldn’t derail your finances. Stay covered. Stay stress-free.

Get Covered >
Retirement Planning Icon
Retirement Planning

Retire on your terms. Build the income you need for a fulfilling future.

Learn How >
PMS Icon
Portfolio Management Services

Get professionally managed portfolios designed for long-term growth.

Explore PMS >
Capital Gain Bonds Icon
Capital Gain Bonds

Sold a property asset? Save on taxes the smart way with compliant bond investments.

Save Taxes >
Loan Against Mutual Funds Icon
Loan Against Mutual Funds

Access quick liquidity. Pledge your mutual funds and get fast, hassle-free loans.

Explore More >
We provide quality services to customers.

How Does it Work?

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Schedule a Consultation

Pick a time that suits you using our easy online calendar.

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Share Your Information

Tell us your goals, worries & what matters most to you - now and in the future.

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Get Your Personalized Plan

We will build a custom strategy based on your goals and comfort with risk.

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Start Investing

We will help your money grow and guide every step of the way.

The EstaFin Edge

Why 1200+ investors have been trusting us for 22+ years.
Personalized Guidance

You get advice as per your goals, comfort level, and life plans.

Trusted Experts

You are guided by AMFI-registered and IRDAI-certified professionals, qualified and reliable.

Just Clarity, No Jargons

You get clear, simple explanations, so you always know what you're doing.

Smart Risk Planning

Your investments are matched to your comfort level with risk and time frame.

Balanced Portfolio

Your money is spread wisely to reduce risk and increase stability.

Long-Term Thinking

You stay focused on big-picture goals without worrying about daily market ups and downs.

Review & Support

Regular check-ins to keep your investment goals on track.

Emergency Support

You get a safety net, so your long-term investments stay protected.

We Don’t Just Grow Portfolios.
We Nurture Skills.

  • 35+ years of Training Expertise
  • Finance, Soft Skills, and Wellness focus
  • Customized Programs
  • Trusted by Top Financial Institutions

At EstaFin Training Institute, we empower individuals and professionals with real-world skills in finance, communication, and wellness because true wealth is holistic.

What clients say

Client Testimonial

I used to believe that simply saving a portion of my income every month was enough. But over time, I realized that without a clear financial plan, I was just drifting without direction. The team at Estafin Investments took the time to understand my short- and long-term goals — whether it was buying a house, planning for my child’s education, or building a retirement corpus. They didn’t offer a one-size-fits-all solution. Instead, they designed a personalized investment plan aligned with my income, risk tolerance, and timelines. I’m not just earning and saving — I’m building a secure and purposeful financial future. I share my heartfelt gratitude to Estafin Investments team members.
Dr Mahesh Bendigeri
Dean Academics & Dean Research Global Business School, Hubli
Before I discovered Estafin Investments, my finances felt scattered. I was saving, yes—but without a real plan. As a woman juggling both my career and family responsibilities, I needed clarity and direction. That’s exactly what Estafin’s goal-based investment approach gave me." Their team took the time to understand my personal goals—whether it was building a fund for my children's education, planning an international family vacation, or preparing for a comfortable retirement. They didn’t just offer generic advice; they created a step-by-step plan aligned with each of my goals, timelines, and risk appetite.
Swetha Sujit Hakkapaki
Entrepreneur & Fashionista
I have known Prakash Yalavatti since 2016, and over the years he has been more than just a financial advisor—he has been a trusted guide for me and my faculties. With his consistent support, valuable insights, and expert financial planning, I was able to make one of the most important decisions of my life—purchasing a house worth ₹1.5 crore. His advice has always been clear, practical, and tailored to my needs, which gave me the confidence to take big financial steps without hesitation. I am truly grateful to Prakash for standing by us throughout this journey and helping us achieve our financial goals with ease.
Mutturaj Badiger
Founder and Director at ME4U Academy Pvt Ltd, Hubli

Ready to Shape your Financial Future?

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