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Divya Bhatia

Divya Bhatia

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Mutual Funds Specialist Β· Chandigarh
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May 2026
Member Since

πŸ‘€ About Divya Bhatia

Young certified financial planner helping millennials with SIPs and tax-saving ELSS funds. Free portfolio review available.

πŸ“Œ Professional Details

🏷️
Specialisation
πŸ“ˆ Mutual Funds
πŸ“
Location
Chandigarh
πŸ†
Experience
3 years
πŸ’°
Commission
0.75% of deal value
βœ…
KYC Status
Pending Verification
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Response Rate
New Broker

πŸ’Ό Portfolio

πŸ’Ό
Children Education Fund Setup
Structured a 13-year SIP plan for a family targeting Rs.30L for their child high…
πŸ’° β‚Ή3,000,000 πŸ“ Chandigarh πŸ“… Jan 2026
πŸ’Ό
Portfolio Restructure - Rs.45L AUM
Reviewed and restructured an existing Rs.45L mutual fund portfolio for a retired…
πŸ’° β‚Ή4,500,000 πŸ“ Chandigarh πŸ“… Sep 2025

πŸ›‘οΈ Trust & Verification

🟒 Active
πŸ“… Since May 2026

πŸ’¬ Client Reviews

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