Headline

Financial Advisor at G. D. Bhati & Associates | Dedicated to Delivering Exceptional Service

About

Finance professional with an MBA in Finance and NISM-Series-V-A certified, experienced as a Financial Advisor specializing in mutual fund recommendations, portfolio reviews, insurance advisory, and comprehensive financial planning. Worked closely with clients to understand their financial goals, risk appetite, and investment needs, delivering tailored solutions for long-term growth and protection. Led the mutual funds team, ensuring strong client engagement, effective advisory services, and achievement of business targets. Additionally, managed MIS reporting by preparing and analyzing data, creating dashboards, and using pivot tables to generate actionable insights and support strategic decision-making. Skilled in combining financial expertise, data analysis, and certification-backed knowledge to enhance client outcomes and business performance.. Looking forward to furthering my career in finance and making meaningful contributions to the ever-evolving financial services landscape

Location

Mumbai

Work experience

Financial Advisor at G. D. BHATI & ASSOCIATES, Jul 2025 - Present · 1 yr 1 mo, Mumbai, Maharashtra, India, Worked as a Financial Advisor, providing clients with tailored investment solutions including mutual fund recommendations, portfolio reviews, and insurance planning. Developed comprehensive financial plans aligned with clients’ goals and risk profiles. Led the mutual funds team, driving client engagement, advisory quality, and investment growth strategies.

Relationship Manager at PURPLE FINCH, Jun 2024 - Jun 2025 · 1 yr 1 mo, Mumbai, Maharashtra, India, I manage and grow client relationships by understanding their financial goals and providing strategic, data-driven investment recommendations. My role includes conducting meetings, analyzing financial products, managing client portfolios, and ensuring a seamless, value-driven experience in collaboration with my team.

Customer Care Executive at HDFC Bank, Sep 2023 - Feb 2024 · 6 mos, Mumbai, Maharashtra, India

Customer Care Executive at Shriram Life Insurance, May 2022 - Jul 2022 · 3 mos, On-site

Financial Assistant at Dharmin Creation, May 2021 - Oct 2021 · 6 mos, Mumbai, Maharashtra, India

Education

Master of Business Administration - MBA, Finance, University of Mumbai

Bachelor of Commerce - BCom, University of Mumbai