Verysure MoneyMatter's

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)

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

02/03/2025

You've promised each other a lifetime, now secure it with Term Insurance!

For more detailed information, click on my own TATA AIA web page-
https://ishikadeepkumarbhatia.tataaiapartner.com?tid=b79ve

ISHIKA DEEPKUMAR BHATIA
9819376399
[email protected]

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

30/07/2024

DEEPKUMAR BHATIA
MFD
9819376399

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.

16/02/2024

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

13/02/2024

I want to thank and express my gratitude to everyone who have been a part of my journey. Every drop in the ocean counts, and I will never forget those who helped me in achieving this milestone.

Thank you! 🙏
DEEPKUMAR BHATIA
INVESTMENT ADVISOR
9819376399

05/02/2024

02/02/2024

Ghar Ghar Utsav
Har Ghar Utsav

DEEPKUMAR BHATIA
9819376399