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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.
VISION
- To be the pioneer in Financial Planning and Investment Industry.
- To help clients be confident about their future financial goals.
- With our comprehensive approach, we develop customized financial strategies that address your short term and long-term needs.
- Our recommendations are always in the best interests of our clients and thier needs are at the core of everything we do.
MISSION
- We Strive to provide Financial Peace of mind by delivering tailored objective financial plan designed to give clients the confidence to pursue their own passion, dreams and talents.
CORE VALUES
- What is good for our customers will bring good for us
- What is not good for our customers can never be good for us
- What we get out of our customers is irrelevant
- What they get out of us is our predominant concern
OUR SERVICES
Our unique expertise is in designing investment patterns that are aligned to your life’s most important financial goals
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.
Head Office:
- E/2, Madhav Baug, Jambli Gully, Borivali West, Mumbai - 400092.
- admin@bhavikbhatia.com
- +91 9819625322
Registered Office:
- C/111, Sai Sugandh CHS, Vaishali Nagar, S.P. Road, Dahisar East, Mumbai - 400068
- admin@bhavikbhatia.com
- +91 9819625322
Registered Office:
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