- SEBI-registered Authorised Person
Bhavna DSouza
Patient equity onboarding for first-time equity investors in Delhi.
Registry checkedAP-292811 · Checked 13 Mar 2026
- AP reg
- AP-292811
- Practice since
- 2023
- Clients
- 126
- Record
- No flags
Checked 13 Mar 2026
Independent
Self-reported
Registry record
Before you reach out
Is Bhavna the right person for you?
- Who it’s for
- Long-term portfolios · First-time equity investors
- How they’re paid
- Earns a share of brokerage on trades; disclosed up front, no advisory fee.
Services
What Bhavna helps with
- Equity delivery
- ETFs
- Long-term investing
Clients
What clients say about working with Bhavna
“Set up my demat and taught me to just hold an index fund.”
In Bhavna’s own words
Bhavna, unedited
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.
On the record
Record and credentials
- Platform checked
- AP-292811 · Registration checked · No flags found in the recorded check · Last checked 13 Mar 2026
- Own account
- Telugu, Kannada, Punjabi, English · WhatsApp or video call · Nationwide (video)
- Qualifications
- NISM-Series-VA (supplied by the professional)
Professional experience
Self
2023 – presentAuthorised Person
Kotak Securities
2020 – 2023Equity Dealer
Motilal Oswal
2016 – 2020Sub-broker trainee
Ready to talk to Bhavna?
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