Background & experience
Independent Mutual Fund Distributor✓ verified
Self · IQ Commune verified
2009 – present
Senior Relationship Managerself-declared
SBI Mutual Fund
2007 – 2009
Who Bhavna works best with
Salaried IT professionalsYoung familiesRetirees
Areas of focus
Tax-saving (ELSS)Debt fundsChildren's education
What clients say
👍 Recommended by 102 verified clientsConsented · conduct only, never returns
Known for
Responds fast34Patient with beginners33Never pushy31Explains clearly4
In their words
“Flagged a charge I'd have completely missed.”— Verified client since 2020 · consented, conduct-only
“Talked me out of panic-selling when I wanted to.”— Verified client since 2016 · consented, conduct-only
Trust at a glance
133+
clients served
102
verified recommendations
4.8 yrs
avg relationship
✓ ARN-357420 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.
AMFI-registered Mutual Fund Distributor. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. This page shows no past or projected returns by design. Client recommendations are consented, revocable and reflect conduct only. ProfylPages verifies registration and regulatory standing; it does not provide investment advice.