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FINANCIAL PLANNING

Passing of legacy to the next generation.

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RETIREMENT PLANNING

Retirement Planning is a process of setting retirement income goals

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SUCCESSION PLANNING

Succession planning is a strategy for passion on leadership roles.

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Insurance
Planning

Business
Planning

Retirement
Planning

Education
Planning

WHO WE ARE

Bhatia Associates was formed in the year 2009.
The idea of company formation was mooted by Mr. Bhavik Bhatia.
At present serving 900+ satisfied clients and managing investments worth ₹ 75 Crores.
A Proud Member of Million Dollar Round Table (MDRT). A premier association of Financial Professionals globally.

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Our Vision

  • To be the most trusted partner in guiding individuals and families toward financial freedom, security, and prosperity.

OUR MISSION

  • We strive to provide financial peace of mind by delivering tailored, objective financial plans that empower our clients with the confidence to pursue their passions, dreams, and talents.

OUR PHILOSOPHY

  • What is good for our customers is good for us.
  • What is not good for our customers can never be good for us.
  • What we gain from our customers is secondary.
  • What they gain from us is our foremost concern.

OUR SERVICES

Our unique expertise is in designing investment patterns that are aligned to your life’s most important financial goals

Life Insurance

Financial Security for Your Loved Ones.
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Life Insurance

Health & General Insurance

Provide financial protection from medical costs, hospitalization, etc
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Health & General Insurance

Mutual Funds

Professional management of funds
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Mutual Funds

Financial & Wealth Planning

Passing of legacy to the next generation.
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Financial & Wealth Planning

Investment Plans

Financial products designed to offer capital protection, liquidity, etc.
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Investment Plans

Protection for family’s income during uncertain times and many more..

Clients Served
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SEE WHAT WE DO

We Can help you in following ways:

Designing of best suitable financial plan for your all requirements.
Goal based financial plan.
Implementation of Designed goals.
Portfolio review once in a year.
Consulting on you existing investments.

Our clients nationwide:

Mumbai | Delhi | Bengaluru | Kolkata | Ahmedabad | Vapi | Pune | Daman | Diu | Kerala | Surat | Vadodara

Our clients overseas:

Kuwait | Muscat | Dubai | New York | California | Canada | Australia

Clients Testimonials

"This firm has guided me with LIC and other investments, helping me secure my money in the best way. Highly professional, responsive, and trustworthy — they truly care for their clients’ future."
— Mr. Harmesh Patel (Restaurant Owner)
"The firm provides genuine investment advice based on your financial goals and needs. With deep knowledge of products, a professional approach, and a trustworthy relationship, they stand out as a reliable financial partner."
— Mr. Deepak Prabhu (Banker)
"Bhavik is one of my closest friends, and I trust his advice for every personal financial decision so that I never end up with a loss. He manages my finance portfolio and has carefully planned each and every financial goal. His knowledge in the field is truly excellent."
Mr. Parag JethwaChartered Accountant & Founder, Jethwa & Associates.
"Great knowledge, honest advice, and excellent after-sales service."
— Mr. Ganesh (Founder, GB Events)
"Bhavik is a highly skilled financial planner and investment advisor. With Bhatia Associates, I have successfully planned my finances for all my future goals with confidence and clarity"
Mr. Varun Kapoor, Research Analyst, Unison Pharmaceuticals Pvt. Ltd.
"I have known Bhavik for quite a few years and have always found him to be a thorough professional with deep expertise in his field of business. His advice and approach make him highly dependable, and I would definitely recommend him to family and friends."
— Mr. Nadim ShaikhSr. Manager, Times of India
"Bhavik maintains a very professional approach in his business. He is an expert with strong knowledge about his profession and industry. What sets him apart is not just his guidance but also his excellent after-sales service, which makes him truly reliable."
— Mr. PrabhakaranDirector, Unimould India
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