About – bhavikbhatia.in

About Us

About Us – Bhatia Associates

Founded in 2009 by Mr. Bhavik Bhatia, Bhatia Associates has been dedicated to empowering individuals and families with the right financial strategies. Over the years, we have built lasting trust with 900+ satisfied clients, while managing investments worth over ₹75 Crores.

We are proud members of the Million Dollar Round Table (MDRT) – a premier global association of financial professionals that represents excellence, ethical practice, and client-first commitment.

At Bhatia Associates, we don’t just manage wealth, we help shape your financial future with clarity, confidence, and care.

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

Why Choose Us

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.

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