About Me
I Haresh Bhatia, has 10 years of total working experience in Wealth Management, Equity Broking and financial Advisory role.
About Work Experience
HARESH BHATIA,
From 2006-2009, Worked With ICICI BANK As financial Advisor in Wealth Management Dept ( Handling HNI Customer from Chembur, Powai and Thane Area )
From 2009-2013 Worked With ICICI Direct/ ICICI Securities Ltd As Senior Manager In Online Advisory Dept for Trading and Portfolio Advisory
From 2014- Till Date Working as Independent Financial advisory and Business Associate/ Sub-Broker OF Motilal Oswal Securities Ltd
Experience & Qualification
Qualification
B.COM, CFA Level-III Cand..
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
General Insurance
Share Trading & Demat
Portfolio Management Schemes
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Financial Education Providers
FOREX Trading
Loan Against Property
Share Tips & Trading Tools