AMFI Registered Mutual Fund Distributor
admin@bhavikbhatia.in | 9819625322
Founded in 2009 by Mr. Bhavik Bhatia, Bhatia Associates was built on a simple yet powerful vision – to help individuals and families make informed financial decisions that create lasting peace of mind and prosperity.
From humble beginnings, we have grown into a trusted name in the world of personal finance and wealth management, serving 1200+ satisfied clients and managing an impressive ₹105 Crores in assets under advisory. Our journey has been defined by a single guiding principle – putting clients first in every decision we make.
We are proud to be recognized as members of the Million Dollar Round Table (MDRT) – a globally respected association of financial professionals that represents the highest standards of excellence, ethics, and service. This recognition is a testament to our relentless commitment to integrity, professionalism, and client satisfaction.
Over the years, our growth has come not through aggressive marketing, but through the trust and referrals of happy clients who have experienced our transparent approach and dependable advice.
What sets Bhatia Associates apart is our relationship-driven approach. We take time to understand your aspirations and challenges before crafting customized financial strategies that truly work for you. Our recommendations are guided by in-depth research, a long-term vision, and a genuine desire to see our clients succeed.
We see ourselves not as distributors, but as partners in your financial journey walking beside you through life’s milestones and transitions.
We bring clarity, structure, and strategy to your financial journey by offering:
Designing of best suitable financial plan for all requirements.
Goal-based financial planning tailored to your aspirations.
Implementation support for designed goals.
Annual portfolio review for progress tracking.
Consulting on existing investments to maximize growth.
