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.

In the year 2006, I started financial advisory (Portfolio management) in all the financial related product from Life, Non-Life, Health insurance and distributor of the Mutual fund from our office located in Thane.

All these years my family and my friends have supported me through out to get the best out of me.

Purpose:

To create a financial awareness to the people in order to fulfill their dreams.

Mission:

To create a platform where people can trustfully invest their money and have secured financial gains.

Vision:

To be the most trusted and valued financial consultancy for their stakeholders.

Our values:

consists of good customer service, transparency, credibility, teamwork, unbiased advice, trustworthy, passionate.