Vinay Bhatia
AMFI Registered Mutual Funds Distributor We Help Individuals to Grow there money Through Investment ..It\'s Habit Just Creat it...SoCho Mat Call Karo.
- Role
- Financial Services Professional at Bhatia Financials
- Location
- Indore, IN
- LinkedIn followers
- 500 followers
About Vinay Bhatia
Vinay is a Financial Professional (AMFI Registered Mutual Funds Distributor) serving individuals and businesses. With 11+ years of experience offering a wide array of products and services, including integrated Financial Planning, Wealth Management, Tax Consulting services, Insurance & Mutual Fund. He believes in wealth creation through Goal-Based Financial Planning. He has served over 1200 clients comprising of high net-worth families, individuals, and retail investors. Our purpose is to provide independent, high-quality, and customized services to individuals. His goal is to simplify the complicated world of investments and help clients preserve their hard-earned assets. Services include Retirement Planning, Child Education Planning, Child Marriage Planning, Emergency Funding Planning, House Purchase Planning, Wealth Creation, Life Insurance Planning. The products offered by Bhatia Financials are Mutual Funds ( SIP ), Health Insurance ( CI & PA ), Life Insurance (Term Insurance ), Motor Insurance, NPS, Bonds, FD and IPO, PMS, Loans. He serves PAN India. From Indore, Madhya Pradesh. “Maximizing Wealth” is our first and foremost motive. You can reach out to Bhatia Financials - Contact Number -+91••••••••86 Company Website - Email Id - i•••@bhatiafinancials.com, v••••••••@yahoo.com Address - Bhawarkua Main Rd, Bk Sindhi Colony, Indore, Madhya Pradesh 452014.
Experience
Financial Services Professional
Jan 2012 — Present · Indore, IN
Our VisionTo build Company name as a trusted brand in the field of Financial Services.Our MissionTo provide a wide range of products and services in the field of Financial Services Segment with a commitment to:1. Highest standards of quality at a reasonable cost.2. Meeting the general and sophisticated financial goals of our clients.3. Developing, encouraging, and rewarding superior performance of our employees.4. Our Motto is to invest your money in mutual funds carefully and safely like your own investment.Services Include - Retirement Planning, Education Planning, Child Education, Child Marriage Planning, Mutual Funds(SIP), Life Insurance, Real Estate, and Health Insurance.
Education
Sikkim Manipal University - Distance Education
Master of Business Administration - MBA
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