We Are Your Trusted Financial Products and Service Provider for Smarter Investments & Wealth Growth
Welcome to your trusted destination for expert financial products and services in Guwahati, Assam. For the last two decades, M/s Vandana Bhartia has been helping individuals, families, and businesses create sustainable wealth through personalised asset management and investment advisory services, alongwith all kinds of financial products under one roof.
As an AMFI-registered mutual fund distributor and affiliated with Motilal Oswal Financial Services Ltd., we combine trusted financial principles with modern investment strategies to guide you toward your financial goals. M/s Vandana Bhartia specializes in creating strategies that empower you to secure your present and build a stronger financial future.
Our team of dedicated financial consultants and experienced financial advisors offers end-to-end investment solutions tailored to your unique needs. From personalised investment advisory services and wealth management strategies to insurance planning, tax-efficient investments, and retirement solutions, we ensure every aspect of your finances is handled with precision and care. As a comprehensive financial service provider, we also assist with portfolio management, risk assessment, and long-term growth opportunities.
Whether you’re an individual seeking a trusted financial products or a business looking for holistic financial consultancy, we are committed to guiding you with expertise, transparency, and a client-first approach. Together, let’s make smarter financial investments that create lasting wealth and peace of mind.
Discover the comprehensive financial solutions we offer to help you achieve your wealth goals with confidence
Stock Broking
We are a reliable and trusted financial products and service provider offering a wide array of stock broking and wealth solutions. Our comprehensive suite of services includes stock trading, investment advisory, in-depth market research, portfolio management, and seamless access to major stock exchanges. With a focus on personalized strategies, our expert financial consultants help clients make informed decisions while also providing convenient online trading options. Through careful risk assessment and smart diversification strategies, we ensure that every portfolio is aligned with individual financial goals and risk tolerance—empowering clients to navigate the dynamic stock market with confidence.
Mutual Funds and SIP Investment
As the best financial service provider in Guwahati, our firm assists clients in making smart investments through professionally managed mutual funds. These funds offer the benefits of diversification, expert management, and ease of access, making them an ideal choice for both new and seasoned investors.
We also guide clients with Systematic Investment Plans (SIPs), enabling disciplined wealth creation by investing a fixed amount at regular intervals. Our experienced investment advisors design SIP strategies tailored to individual financial goals, risk tolerance, and long-term aspirations—whether it’s building a retirement corpus, funding education, or achieving milestones.
All Types of Insurance
As one of the best financial product providers in Guwahati, M/S Vandana Bhartia offers a comprehensive range of insurance solutions, including life insurance, health insurance, and general insurance, designed to protect clients and their assets from unforeseen risks. Our team of personal financial advisors works closely with clients to understand their unique needs and recommend tailored insurance strategies that provide financial security for families and businesses. From safeguarding against medical emergencies and critical illnesses to protecting property, investments, and income, our team ensures comprehensive coverage while balancing cost and benefits.
By integrating insurance planning with broader investment and wealth strategies, our expert financial investment team helps clients build a strong financial foundation while mitigating potential risks.
Advisory Services and Research Calls
As one of the best financial advisors in Guwahati, Assam, our firm provides comprehensive investment advisory services and market research tailored to a wide range of financial instruments. Our offerings cover equities, equity derivatives, currency derivatives, commodity derivatives, and NCDEX derivatives, ensuring clients have access to diverse opportunities across financial markets. Our team of top financial advisors delivers timely research calls, deep market insights, and actionable recommendations designed to help clients make informed trading and investment decisions. We analyze market trends, risk factors, and potential returns to craft personalized strategies that align with each client’s financial goals and risk tolerance.
Portfolio Management Services (PMS)
For clients seeking a more hands-off approach to managing their investment, M/S Vandana Bhartia, your trusted financial service provider, offers professional portfolio management services. Our expert financial consultants work closely with clients to understand their objectives, whether it’s long-term wealth creation, retirement planning, or achieving specific financial milestones. By leveraging a diversified investment strategy across equities, mutual funds, derivatives, and other asset classes, we aim to optimize returns while managing risk effectively.
With ongoing monitoring, performance reviews, and strategic adjustments, our portfolio management services provide clients with the convenience of professional management, peace of mind, and confidence in navigating dynamic financial markets. Through personalized guidance and disciplined investment strategies, our team ensures that each client’s portfolio is designed to grow sustainably and meet their evolving financial needs.
Investment Advisory Products (IAP)
Investment Advisory Products encompass a variety of financial products and strategies designed to help clients achieve their unique financial objectives. As a trusted financial products and service provider in Assam, our team of experienced and certified financial advisors develops customized investment plans that align with clients’ goals, risk tolerance, and time horizon.
Our financial consultants offer tailored solutions, including goal-oriented financial strategies, portfolio diversification, and access to a wide range of investment instruments such as equities, mutual funds, derivatives, and alternative assets. Additionally, our investment advisory products are designed to adapt to changing market conditions and evolving client needs, ensuring a flexible, proactive approach to wealth creation. With continuous monitoring, performance evaluation, and strategic adjustments, our expert investment advisors provide clients with confidence, clarity, and a clear path toward achieving long-term financial success.
Testimonials
What Our Clients Say?
WHY cHOOSE US?
At M/S Vandana Bhartia, we are more than a reliable financial products and service provider in Guwahati, Assam. We are your dedicated partners in navigating the complex financial landscape. Established in 1996, AMFI- Registered and strengthened by our partnership with Motilal Oswal Financial Services Ltd. in 2005, we bring decades of expertise and a legacy of trust to every client relationship.
Our founder, Mr. Umesh Bhartia, leads a team of expert financial advisors and experienced financial consultants, committed to delivering personalized financial solutions tailored to your unique goals and risk tolerance. Whether you’re looking to invest in the stock market, explore mutual funds, secure insurance coverage, or seek comprehensive portfolio management service, our professional investment advisors offer a full spectrum of financial products and services designed to empower your financial journey.
Choose M/S Vandana Bhartia for a partnership built on trust, expertise, and a shared commitment to achieving your financial aspirations with guidance from a trusted financial products and service provider in Guwahati, Assam.
