Harmeet Bhatia
Bhatia Financial Services•Ludhiana,PB
B-1-498/6-S, Street No 1, New Upkar Nagar, Civil Lines,
Ludhiana, PB, 141001
B-1-498/6-S, Street No 1, New Upkar Nagar, Civil Lines, Ludhiana, PB, 141001
About
Practice at a glance
10
Years of Experience
100
Families Served
₹13
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
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
Plan Retirement
Save Taxes
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Complimentary Services
Get any of the free services to experience working with Harmeet Bhatia.
Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review
One Page Financial Blueprint