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Satish Bhatia
Associate Vice President - Pvt Wealth at Equirus Wealth Management
Satish Bhatia is a seasoned professional in the field of investment, wealth, and financial planning with a strong educational background.
He pursued his PGDFP in Investment/Wealth/Financial Planning with First Class honors at ICFP. Prior to this, he completed his Bachelor of Commerce (BCom) specializing in Financial Accounting and Taxation at Chetana College in Bandra, Mumbai.
Satish Bhatia has held key roles in various prominent organizations, showcasing his expertise and experience in the finance industry. Currently, he serves as the Associate Vice President in Private Wealth at Equirus Wealth.
His previous experiences include serving as the Manager of Wealth Management in the Consumer Banking division of Citibank India, a Relationship Manager at IndusInd Bank, an Area Sales Manager focused on wealth at Angel Broking, and as a Branch Head at Bajaj Capital Ltd.
With a rich professional history spanning different facets of wealth management and financial services, Satish Bhatia brings a wealth of knowledge and skills to his current role at Equirus Wealth.