Bharat Bhatia
MBA | CFP | CFA Level 3 Candidate | Ex - Tresvista | Investments| L&D | Strategy | Operations
- Role
- Manager at Asset Yogi
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Bharat Bhatia
I am currently pursuing my career in the Chartered Financial Analyst (CFA) program…
Experience
Manager
Apr 2024 — Present · Delhi, IN
Education
Chifley Business School
Master of Business Administration (M.B.A.)
2014 — 2015
CFA INSTITUTE
Chartered Financial Analyst - CFA
2012 — 2016
Indian School, Bahrain
Higher Secondary School Certificate
1993 — 2008
K.C College of Commerce and Economics
Bachelor of Commerce (B.Com.)
2008 — 2011
International College Of Financial Planning
Certified Financial Planning(CFP)
2010 — 2011
Skills
- Capital Markets
- Microsoft Excel
- Insurance
- Credit
- Financial Modeling
- Financial Analysis
- Corporate Finance
- Financial Planning
- Wealth Management
- Accounting
- Portfolio Management
- Investments
- Fixed Income
- Retirement Planning
- Business Strategy
- Strategy
- Teamwork
- Banking
- Mutual Funds
- Risk Management
- Team Management
- Investment Banking
- Management
- Retirement
- Strategic Financial Planning
- Securities
- Estate Planning
- Analysis
- Finance
- Equities
- Financial Advisory
- Microsoft Office
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