Welcome to Bhatia Associates !!
It was formed in the year 2009, The idea of company formation was mooted by Mr. Bhavik Bhatia. He started his carrier with Insurance Advisory in the year 2009 when he was just 21.
At present we are serving 900+ satisfied clients and managing investments worth 50 Crores. We Focus on Your needs and advise you accordingly.
This achievement was the result of our consistent efforts and hard work. In the beginning, we had only one Product/Service for our customers i.e. LIFE INSURANCE. While formation of Bhatia Associates, our vision was to offer different products/services catering to all age groups and all sections of society and accordingly, we started working in that direction.
The result of our hard work paid off and we crossed a milestone deserved by most of the financial professionals. Within a span of 3 years, we achieved that goal.
Million Dollar Round Table (MDRT). A premier association of Financial Professionals globally.
We regularly conducts various seminars on essentials of financial planning and related subject. Loyal Customers turns up in large numbers, owing to our excellent customer service and personal relations beyond Business.
We strongly believe
“One should educate the Customer;
And not be blinded by mere Business Figures”.