Verysure MoneyMatter's

Verysure MoneyMatter's Welcome to my FB page,for any kind of financial services please contact me on any of given numbers.

Learning at the foundation level teaches you what to do. Learning at the advanced level teaches you why — and that chang...
10/06/2026

Learning at the foundation level teaches you what to do. Learning at the advanced level teaches you why — and that changes everything.

Completed the ZFunds Advanced Certified Wealth Management Program this month. Sessions on wealth conversations, valuation strategy, SIFs, and advisory mindset made this one of the more substantive learning experiences I've had as an MFD.

Grateful to ZFunds Learning Team and Manish Kothari for the program.

Kothari Chaturvedi Arya Kumar

LearningNeverStops

Dear Client's & Investors,I am pleased to share that I have successfully completed the Intermediate Level of the Certifi...
27/03/2026

Dear Client's & Investors,

I am pleased to share that I have successfully completed the Intermediate Level of the Certified Wealth Management Program by ZFunds. 🎓

This certification has deepened my expertise in:

Asset Allocation Strategies to better manage risk.

Fund Selection Frameworks for more robust portfolios.

Investor Psychology to help navigate market cycles.

My goal remains to provide you with the most informed and strategic guidance for your financial journey.
Thank you for your continued trust!

Best regards,
Deepkumar Bhatia
MFD (ARN-30373)

The goal of an MFD or wealth manager is to help people live better financial lives.This month, I took another step in th...
31/12/2025

The goal of an MFD or wealth manager is to help people live better financial lives.

This month, I took another step in that direction by completing the ZFunds 30-Day Wealth Management Program — covering everything from portfolio strategy to goal-based planning.

Feeling more confident, more informed, and more inspired to help my clients invest with intent.

Special thanks to mentors Manish Kothari & Ashutosh Sharma

*You're Invited!* ✉️Dear *Valued Investor,*Join us for an _exclusive webinar_ on *SBI Innovative Opportunities Fund NFO*...
06/08/2024

*You're Invited!* ✉️

Dear *Valued Investor,*

Join us for an _exclusive webinar_ on *SBI Innovative Opportunities Fund NFO* happening on *7th August 2024* at *5 PM* over *Zoom.*

▶️ *Mr Vishal Udasi,* from SBI Mutual Fund and I will delve into key topics like -

1. Identifying High-Potential Sectors Shaped by Innovation
2. Assessing Companies with Proven Innovative Strategies.
3. Exploring Investment Opportunities in Emerging Technologies
4. All about the latest New Fund Offer from SBI Mutual Fund

*Don't Miss Out!*

You can join the session over *Zoom* by using this link - https://us06web.zoom.us/j/89990778676

Hope to see you there! 😁

Regards,
*Mr. DeepKumar Bhatia*
MFD
9819376399

DEEPKUMAR BHATIA MFD9819376399
30/07/2024

DEEPKUMAR BHATIA
MFD
9819376399

This certificate is a symbol of our accomplishments. Thank you all!! By acknowledging and receiving this certificate I e...
26/05/2024

This certificate is a symbol of our accomplishments. Thank you all!! By acknowledging and receiving this certificate I ensure you all that my future deeds would only get well skilled and just better. I will ensure that this certificate is just the beginning and soon with time much more awards are on my way.

Honoured by the Senior Branch Head LIC,for completing 101 policy for this financial year
16/02/2024

Honoured by the Senior Branch Head LIC,for completing 101 policy for this financial year

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