BHAVIN ARORA

About

I am a qualified Personal Finance Professional passionate about stocks, investing, and helping individuals achieve financial freedom. I specialize in holistic, goal-based financial planning across areas like retirement, children’s education, wealth creation, insurance planning, and risk management. By using tools such as mutual funds, stocks, REITs, gold, and PMS strategies, I create personalized plans aligned with your life goals. My mission is to simplify personal finance and empower people to make informed decisions, stay disciplined, and build lasting financial security. I believe everyone deserves financial clarity—and with the right guidance, money can become a tool for a secure and fulfilling future.

Practice at a glance

6

Years of Experience

15

Families Served

₹5

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with BHAVIN ARORA.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check