About Us
◆ ABOUT BHARATI WEALTH
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.
◆ OUR VISION
To be the most trusted and valued financial consultancy by delivering transparent, reliable, and growth-oriented financial guidance.
◆ OUR MISSION
To create financial awareness and help individuals achieve their dreams by providing a trusted platform for smart, secure, and goal-focused investments.
◆ OUR CORE VALUES
▶ Transparency
Clear, honest, and client-first communication.
▶ Credibility
Trust built through consistent performance and ethical practices.
▶ Teamwork
Collaborative success between our clients and our team.
▶ Unbiased Advice
Recommendations driven solely by client goals.
▶ Passion
A strong commitment to financial empowerment.
◆ MEET THE FOUNDER — [Founder’s Name]
My journey began in 1983 as a Stenographer at Air India. Coming from a middle-class background, I understood the importance of financial security early on. This inspired me to join LIC of India in 1988, where I later qualified as an MDRT Agent. With guidance from mentors and professional training at SMM-Art Consultancy, I built my career on integrity, knowledge, and trust.
In 2006, I founded Bharati Wealth to offer comprehensive financial solutions — including life, health, and general insurance, mutual fund distribution, and portfolio management — from our Thane office. Every milestone we achieve reflects the continued trust of our clients.
◆ MEET AMIT GHOSH — CEO, BHARATI WEALTH
Amit holds an MBA from Edinburgh Napier University, Scotland, and brings over eight years of corporate and investment experience. Since joining Bharati Wealth in 2021, he has led our portfolio management and advisory division. His expertise in technical and market analysis allows us to deliver data-driven, goal-based strategies tailored to each client.
◆ OUR PROMISE
At Bharati Wealth, we do not just manage investments —
we build long-term relationships based on trust, performance, and care.
