Welcome to Bhatia Associates!!!

We are happy to see you here.

• Bhatia Associates was formed in the year 2009.

• The idea of company formation was mooted by Mr. Bhavik Bhatia.

• At present serving 900+ satisfied clients and managing investments worth ₹ 50 Crores.

• A Proud Member of Million Dollar Round Table (MDRT). A premier association of Financial Professionals globally.

Our unique expertise is in designing investment patterns that are aligned to your life's most important financial goals

• Self and spouse retirement.

• World class higher education of child.

• Funding for child's marriage.

• Passing of legacy to the next generation.

• Protection for family's income during uncertain times. and many more...

We Can help you in following ways.

• Designing of best suitable financial plan for your all requirements.

• Goal based financial plan.

• Implementation of Designed goals.

• Portfolio review once in a year.

• Consulting on you existing investments.