Bharati Wealth
  • Helping You To Grow Your Wealth

    We provide right product for your need

  • We distribute all financial products In line with your risk profile

    Keeping you on the right path

  • Make your personal finance easy with us

    We build and review customized portfolio for you


Bharati Wealth ventured in the year 2006, with a simple goal of changing maximum lives by giving them financial freedom. My goal has been the same till date as I have gained more than 500+ clients who are happily enrolled with me with their full trust and faith and because of them, I get extremely motivated to follow my goals with pure excellence and reach the highest level of commitment as there are no secrets to success.

A short flashback towards my life and career: I started my career at the age of 18 in the year 1983 as a stenographer in Air India. As I come from average middle-class family I understood the need to attain the financial requirement at my early stage of my life, during the course of my life journey I met a friend of mine who worked as a Development officer in Life insurance corporation of India (LIC) and I joined as a LIC Agent in the year 1988, by almighty grace I have gained success and qualified as MDRT agent in the corporation with a lot of training; internal as well as external source by SMM-Art consultancy.



Investment Portfolio

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.

Insurance Policies

Insurance is an important risk management tool that can protect you and your family

Wealth Basket

Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward

Tax Optimization

Tax planning involves optimizing your wealth creation and protecting your health, life and assets

Targeted Investment

Making holistic investment choice is always preferred than making random investments. This can

Mutual Fund

A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds


Child Education
Child Wedding
Dream home
Dream Car
Dream Vacation
Retirement Planning
Custom Goal
SIP Calculator



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Educational Video

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