Dr Yash Bhatt

Co-Founder

Ahmedabad, Gujarat, India12 yrs 9 mos experience

Highly Stable

Key Highlights

Managed ₹50 Cr+ AUM across 700+ investors.
Achieved consistent 100% placements for MBA students.
Expert in SIP and SWP strategies for wealth building.

Stackforce AI infers this person is a Wealth Management and Financial Advisory expert with a focus on structured investment strategies.

Contact

Skills

Core Skills

Wealth Management ServicesFinancial PlanningUniversity TeachingCampus Placement

Other Skills

investment advisorDirector levelrisk profilingasset allocationAdmissions CounselingGuest LecturingFinancial ServicesPersonal Financial PlanningNRI ServicesFamily Wealth ManagementFinancial AdvisoryCorporate TrainingDigital MarketingMarketing CommunicationsTeam Management

About

Most investors are not losing money because of the market. They lose wealth because of poor portfolio structure, emotional investing, and lack of long term strategy. I help salaried professionals, HNI families, senior citizens, and NRIs build disciplined investment portfolios using mutual funds, structured SIP strategies, and strategic asset allocation. Today I manage ₹50 Cr+ in assets across more than 700 investors through Accurate Wealth. My clients are based in India and across 10+ countries including the US, UK, Canada, Middle East, Singapore, Australia, and Mauritius. My focus is simple. Build stress free portfolios that create long term wealth. Who I help ? NRI professionals, HNI families, business owners, doctors, and salaried investors Problems I solve Portfolio allocation, NRI investment compliance, SIP strategy, retirement planning, tax efficient investing Outcomes I deliver ₹50 Cr+ AUM managed, ₹100 Cr SIP portfolios built, 1000+ SIP accounts running If you want a structured investment approach instead of product pushing, connect with me. Website : www.accuratewealth.in

Experience

12 yrs 9 mos

Total Experience

9 yrs

Average Tenure

8 yrs 5 mos

Current Experience

Sjpi-nicm

3 roles

Training Placement Officer

Sep 2022 – Present · 3 yrs 9 mos · Gandhinagar, Gujarat, India

1. Managing end to end training and placement activities for ongoing MBA students.
2. Coordinating with campus placement partners , alumni networks and ongoing opportunities for campus placements.

Assistant Professor, Placement Officer , Admission Coordinator, Marketing Communications

Promoted

Sep 2015 – Sep 2022 · 7 yrs · Gandhinagar, Gujarat, India

1. Teaching financial services subjects.
2. Managing end to end training and placement activities for MBA students. Record of consistent 100 % placements.
3. Managing end to end admission work from admission inquiries to admission confirmation.
4. Managing all the marketing communications and marketing activities of the college. Finanlizing marketing budget and media for entire year.

University TeachingCampus Placement

Placement Officer

Sep 2013 – Sep 2015 · 2 yrs · Gandhinagar, Gujarat, India

I developed contacts with concerned companies and authorities and alumni for a placement network. Work closely with all alumni and students for placements. Achieved 90% placement in the first 02 years of my career as a placement officer.

Admissions CounselingCampus Placement

Accurate wealth

Founder

Jan 2018 – Present · 8 yrs 5 mos · Ahmedabad, Gujarat, India · On-site

Accurate Wealth is a wealth advisory platform focused on mutual fund portfolios, NRI investments, and long term wealth structuring for individuals and families.
We work with salaried professionals, HNI investors, and NRIs to build disciplined portfolios through SIP strategies, asset allocation, and tax efficient investing.
Key Contributions
Challenge
Many investors accumulate scattered investments without structured planning.
Action
Developed a structured portfolio architecture approach using risk profiling and asset allocation.
Result
Built ₹50 Cr+ AUM across 700+ investors.

investment advisorDirector levelWealth Management ServicesFinancial Planning

Pandit deendayal energy university (pdeu)

Visiting Assistant Professor

Jul 2017 – Jan 2021 · 3 yrs 6 mos · Gandhinagar, Gujarat, India · On-site

I have served as a visiting faculty member at the School of Liberal Studies at PDEU, where I taught a wide range of subjects within financial services, including mutual funds, life insurance, general insurance, rural insurance, and rural banking. With deep industry knowledge and a passion for the field, I am dedicated to helping institutions and organisations enhance their understanding of financial services.

Guest LecturingFinancial ServicesUniversity Teaching

Wealth first portfolio managers ltd

Sr. Wealth Manager - Mutual Funds and Debt Products

Jun 2013 – Aug 2013 · 2 mos · Ahmedabad, Gujarat, India · On-site

I manage investment portfolios for corporate clients, focusing on mutual funds and government bonds. By staying informed on financial markets, I develop and carry out investment plans aimed at balancing returns with risk management. I have a consistent history of delivering results for those I work with.

Personal Financial PlanningFinancial PlanningWealth Management Services