ABOUT US
Founded in 2006, Bharati Wealth began with a simple yet powerful vision — to help individuals and families achieve true financial freedom. From humble beginnings, we have grown into a trusted financial advisory firm that has empowered more than 1,000 clients across India and overseas to plan, grow, and protect their wealth.
Today, we proudly manage an AUM of ₹150+ Crore, including 100+ NRI portfolios and a ₹10+ Crore PMS portfolio (launched in 2023). Our growth is built on trust, transparency, and personalized guidance. Over the years, our work has been recognized with 50+ awards and industry accolades for excellence in wealth management.
At Bharati Wealth, we believe true wealth is not just about returns — it is about freedom, security, and peace of mind. Our approach is both holistic and personalized, combining deep industry expertise with a clear understanding of each client’s goals and aspirations.
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WHAT OUR CLIENTS SAY
OUR SERVICES
CLIENT TESTIMONIALS
I got immense help from Bharti Ghosh. She is so committed and passionate in her profession. She took full responsibility and managed my finance with utmost transparency and integrity. I wish her and her company all the best.
Esther Evelikar
Deputy Manager - Lanxess India Pvt Ltd
I know Mrs. Ghosh from a long time. I found her always by my side whenever I need her help. She is helpful and understands our needs very well. Her understanding and experience in finance industry helped us a lot.
Ram Milan Kanojia
Businessman - Rajan Traders
Me and my family trusts BG Wealth like anything. We always value their advice. Their skill of managing money is effortless. With Bharti Ghosh at the driver's seat, we know that we will achieve all our financial goals in time. Thanks ma'am.
Rohit Kanojia
Businessman - Jayshree Impex
Bharati Wealth is in business for almost two decades, and we have been their proud customers. The knowledge and wisdom that they bring to us is truly immense. It provides right choices to us to go with our winning investments. It's like you target and Bharati Wealth provides you with the befitting solution.
Abhay Virkud and Shilpa Virkud
I know Bharti Ghosh for last many years in connection with Mutual Funds and financial planning. I found that she has excellent knowledge and she is a very nice advisor in financial matters.
Anand Nafde
Consultant - Tata Consultancy Services
KNOWLEDGE AND LEARNING
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