Ishan Bhatt
Surpass 60 crores in Asset Under Management AMFI Registered Mutual fund distributor📊 Financial Advisor 📈 Mutual Funds💼 ₹60 Cr AUM | 1000+ Client📩 DM now for Expert Guidance
- Role
- Wealth Advisor at FundsIndiaPartner
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Ishan Bhatt
HiAs a Certified Mutual fund Distributor Our mutual fund investment options provide an ideal balance of risk and reward, offering you a diverse portfolio managed by industry experts.Why invest in mutual funds with us? Diversification Flexibility Affordability Liquidity Perfect solution for example any of your liability(Home loan close on the basis of 7 years investment), wealth creation, foreign vacation planning, children\'s education and many more.
Experience
Wealth Advisor
Jan 2025 — Present · Bengaluru, IN
Identified and reached out to high-net-worth individuals and potential investors to offer tailored solutions aligned with their financial goals.• Built and maintained strong client relationships, educated clients about investment strategies, and ensured a high level of trust and satisfaction. Live a life free of liabilities Close a significant home loan in just 7 years through disciplined investments Choose from diverse wealth creation strategies based on your unique risk profileI provide personalised financial guidance to help you grow and protect your wealth.Let’s plan your prosperous future — today.Ishan Bhatt Wealth Advisor +91••••••••06 |+91••••••••43 i••••••••@hotmail.com
Education
Bai Jivkor Lalubhai Trust,Ahmedabad
S.S.C
1997 — 2009
Gujarat Power Engineering & Reasearch Institute
Bachelor of Engineering (BE), Computer Engineering
2012 — 2016
B.S.Patel Polytechnic,Mehsana. 644
Diploma , Computer Engineering
2009 — 2012
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