Bhavna Khurana
Senior Wealth Advisor and Portfolio Manager @Focus Partners
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WORK HISTORY
Senior Wealth Advisor and Portfolio Manager @Focus Partners
Nashville, TN, US
As a Senior Portfolio Manager and Principal at the firm, I work closely with clients on all aspects of wealth management, particularly focusing on investment strategies, portfolio construction, client asset allocations, investment planning, and research. Self-driven and highly motivated, I strive to provide my clients with a level of service that goes beyond the numbers and is focused on building long-term relationships.Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.
EDUCATION
Sri Ram College Of Commerce
B.Com (H), Commerce
CFA Institute
CFA, Finance
The Institute of Chartered Accountants of India
CA, Finance
ABOUT BHAVNA KHURANA
I describe myself as a self-driven, organized/disciplined, and solution-oriented professional.I have 20+ years of investment management and fundamental research experience highlighted by strong financial analysis skills, business acumen, client relationship management, and effective communication skills.
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