Verified recordFinancial Services

Bhavya Doshi

Deputy Director - Client Relations at Trustplutus

Based in Maharashtra, India

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Seniority

Director

Department

Customer/Client Service

Location

Maharashtra

Industry

Financial Services

Company size

Contact information

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b•••••••@trustplutus.com

Phone

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+91 ••• •••• ••••

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Background

About Bhavya Doshi

For the TL;DR peeps: I help families build long term wealth through financial planning based on their objectives. The longer version: WHY ME: Passionate Wealth Manager helping families grow and preserve assets while achieving short & long term goals. I devise and refine short & long-term strategies that reflect the individuality and priorities of each client. I strive to build long enduring wealth relationship based on trust & client centricity. ‘Invest in preparedness, not prediction."- Nassim Taleb WHO DO I SERVE: Families who are looking to create long term sustainable wealth. I INVITE YOU TO CONNECT WITH ME FOR DISCUSSION: • Financial Planning • Portfolio Management • Family Office Services • Structured Products • Trust and Estate Planning Services PROFESSIONAL DESIGNATIONS: • Certified Financial Analyst (CFA®)

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