Welcome To Sunil Bhatia
A reputed name for comprehensive financial and product distribution services
Sunil Bhatia was incorporated in the year 2008, and at present has 750+ satisfied clients. We will help clients achieve their Financial goals with effective and smart investment planning. We are certified Wealth Managers, Mutual Fund, and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.
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Years of Experience
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Why Us?
01
Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
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Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
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Focus on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
04
Technology & Software Driven
We have updated our systems for Gen-Z requirement. Hence you have a advantage of transacting through comfort of your home and office with no extra cost. Our clients in Singapore, UAE, UK, Mumbai , Pune and Bangalore are witness to this additional advantage of Technology advancement.
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Value Addition
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
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Right Experience & Skills
We have over 20 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
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Driven by Passion
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Team
| Management: | |
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Mr. Sunil Bhatia |
| Mr.Sunil Bhatia is the CFO of the Firm. One of the veterans in the industry. he has over 20 years of rich experience in the financial services industry. An MBA, CA-intermediate, and Certified Financial Planner (CFP) by education, he is known for his deep understanding of distribution practices and their challenges. A qualified MDRT (USA) in the Insurance Field. | |
| Sales Team: | |
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Mrs. Neena -Qualified Personal Finance Professional (QPPF) |
| Neena is the Relationship Manager, having an experience over 10 years in the financial services industry. She is responsible for investment advisory, portfolio management, and powerful backend support. AMFI qualified Mutual Fund Distributor. | |
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Mr. Lalit Adhana -Relationship Manager |
| Mr Lalit is the Relationship Manager, having an experience over 6 years in the financial services industry. He is responsible for investment advisory and portfolio management and customer retention manager. | |
