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The financial planning process at Team Bhati is a holistic and in-depth exercise to create a customized plan to help the clients achieve their financial goals keeping in mind their needs and wants. Beginning with ensuring whatever the client has is in order and then a thorough fact-finding assisting the client through the entire sales process to help the client take the right decision. Services at the clients door step adds a personal touch to all the services provided by the team along with portfolio review from time to time and finally the settlement of the claim. From a humble beginning 25 years ago to one of the leading financial service providers Team Bhati is known for financial Planning & risk management through Life Insurance, Mutual Funds, Company Deposits, Bonds and Home Loans. They provide customized financial services, solutions and security with a penchant for analyzing financial needs, security, returns, liquidity and tax benefit. An interaction with the team will do wonders for your fortune. This is what makes them standout from the rest. Through their path – breaking process, seamless team work and flawless execution they have laid the foundation for prosperity and financial freedom for their clients. This has resulted in a customer base of 4000+ members.

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Jeevan Singh Bhati is a leading provider of comprehensive financial services, with a focus on helping individuals, families, and businesses achieve their financial goals. With 25+ years of experience in the financial services industry, he has a deep understanding of the ever-changing financial landscape and are dedicated to providing personalized solutions to meet the unique needs of each client.
Our services range from investment management and financial planning to retirement planning and estate planning. We work closely with each client to develop a customized financial plan that aligns with their goals and objectives, and we provide ongoing support and guidance to help ensure their plan stays on track.

Meena bhati


Mrs. Meena Bhati is a seasoned professional with years of experience in the financial services industry. With a proven track record of success, our manager is dedicated to helping businesses achieve their financial goals by providing sound financial advice and strategic planning.
At our financial services firm, we believe in the power of collaboration. Mrs. Meena Bhati works closely with each client to understand their unique needs and goals and develops customized financial plans that align with their objectives. She also works closely with other professionals, including accountants, attorneys, and financial advisors, to ensure a coordinated and comprehensive approach to financial planning.

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Image by Ronnie Overgoor


Our future goals is to insure as many as peoples as we can. In Our Country INDIA the biggest Problem is of unemployment. I want to take the charge to solve this problem. My mission is to make 1,00,000+ individuals employed and being settle in their life. I want to guide them to the path, and enlighten then to ensure their success.

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