Bharat Gulati
Vice President Portfolio Management @MoneyTree Realty
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WORK HISTORY
Vice President Portfolio Management @MoneyTree Realty
Manage Wealth Portfolio for clients, guiding associates in strategic investments for long and short term financial growth.• Lead team members in catering to clients\' growth needs and tailored investments.• Collaborate with clients to grow their wealth portfolio through Real Estate investments.
EDUCATION
Wynberg Allen School
High School Diploma, Business/Commerce, General
Amity University
Bachelor of Business Administration - BBA, International Business
Birkbeck, University of London
International Transfer Program, International Business
ABOUT BHARAT GULATI
Steering wealth portfolios at MoneyTree Realty, my focus is on strategic investment and fostering client financial growth. With a Bachelor\'s in International Business, I leverage my analytical prowess to guide associates in customizing long and short-term investment strategies. Our collaborative efforts consistently yield tailored solutions that resonate with the clients\' aspirations for wealth accumulation through Real Estate investments. Previously as a Senior Associate Consultant in Finance Transformation at EXL, I honed my skills in governance, risk, and compliance—key competencies that now enhance my portfolio management acumen. My journey from consulting to executive leadership reflects a commitment to excellence, with a strong foundation in customer relationship management and a continuous quest to deepen my financial expertise.
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