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Bhavna DSouza

SEBI-registered Authorised Person · AP-292811
✓ Verified
Patient equity onboarding for first-time equity investors in Delhi.
📍 Delhi · Nationwide (video)🗓️ 26 yrs practising🗣️ Telugu · Kannada · Punjabi · English👥 126+ clients🤝 WhatsApp · Video call
✓ Verified & registry-checked🔒 You're in control👍 Recommended, never paid placement

How Bhavna is paid

Earns a share of brokerage on trades; disclosed up front, no advisory fee.

About Bhavna

With 26 years in the field, Bhavna works with a focused set of clients in Delhi and is known for a patient, no-pressure style.

Background & experience

Authorised Person✓ verified
Self · IQ Commune verified
2023 – present
Equity Dealerself-declared
Kotak Securities
2020 – 2023
Sub-broker traineeself-declared
Motilal Oswal
2016 – 2020

Who Bhavna works best with

Long-term portfoliosFirst-time equity investors

Areas of focus

Equity deliveryETFsLong-term investing

Also coordinates (via verified partners)

Mutual fund SIP →

What clients say

👍 Recommended by 32 verified clientsConsented · conduct only, never returns

Known for

Patient with beginners27Talked me out of day-trading12Quick to respond5

In their words

“Set up my demat and taught me to just hold an index fund.”— Verified client since 2021 · consented, conduct-only
“Explains everything in plain language and never makes me feel rushed.”— Verified client since 2023 · consented, conduct-only
Worked with Bhavna? Add your recommendation →

Trust at a glance

126+
clients served
32
verified recommendations
8.1 yrs
avg relationship
5
in your network recommended
✓ AP-292811 active · no regulatory flags on record
“No regulatory flags” is the compliant stand-in for the 1-star reviews you'd scan elsewhere — a factual record check, not an open complaints board.

What clients say

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