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Yash Bhatia | Rich Roots Wealth | NoidaYash Bhatia | Rich Roots Wealth | Noida

Yash Bhatia

Rich Roots Wealth•Noida
Unit no. 602-603, 6th Floor, Tower C, ATS Bouquet, Block B, Sector- 132, Noida,
Noida, 201304
Unit no. 602-603, 6th Floor, Tower C, ATS Bouquet, Block B, Sector- 132, Noida, Noida, 201304
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About

Driven by an unwavering commitment to empower individuals in their pursuit of financial well-being, Myself embarked on a transformative path and founded Rich Roots Wealth . As a qualified personal finance professional, We at Rich Roots Wealth help individuals and families analyze their financial milestones and thus provide tailor made financial solutions. At Rich Roots Wealth, with ETHICS at heart philosophy we are a passionate believer to help manage financial behaviors across cycles and help clients to overcome biases and achieve the financial wellbeing.

Practice at a glance

17
Years of Experience
0
Families Served
₹0
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹2,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, Women Investors, Doctors, Salaried Executives, Armed Forces, Government Staff
Language Spoken:Hindi, English

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

BSc – Bachelor of Science

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
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Yash Bhatia.

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
Retirement Readiness Check