We believe that financial independence is a right, not a privilege
Dedicated to help you Grow
About Us
Bharat Invest Karo is an initiative taken by a group of experienced individuals whose goal is to improve the financial well-being of all members associated with Bharat Invest Karo. We believe that investing is the best way to safeguard your future dreams against the negative effects of inflation. "Bharat Invest Karo" philosophy encourages everyone to grow together as a family. What started off as a dream, has now turned into a reality. We are here to help you achieve your financial goals and secure your family's future! Join us and let's all work together to create a better tomorrow!
Our Firm Was Founded To Better Your Life Through...
Sound Financial Planning
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Knowledge & Experience
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Cutting Edge Tools & Technology
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The Team
The ingredient of a perfect team is diversified minds with detailed knowledge and extensive experience. Bharat Invest Karo’s team is a fine blend of people with great industry experiences. Our working principle is to be transparent and flexible with our customers. We will provide you the best investing experience by implementing right frameworks that suit your needs.
Anjana Sharma
Co-founder & Director
MBA in Marketing from S .P. Jain School of Global Management – 15 yrs. of Industry experience-founder of two startups.
Investment success doesn’t come from “buying good things", but rather from “buying things well” --- Howard Marks.
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The key to intelligent investing is diversified portfolio. A right cyclical approach infused with diversification across the industries/sectors minimizes the risks. In Bharat Invest Karo we do believe that Investing is an art not a taboo!
Latha Sharma
Co-founder & Director
MBA in sales- 20 yrs. Of work experience in diversified industry sectors.
A Vigilant approach is what I believe can move the mountains in investing. One should focus on reducing the cognitive biases. However best practices come with experiences. In Bharat Invest Karo we took this opportunity to create a safe investing environment for our investors.
Alka Arya
Co-founder & Director
MBA in HR with 10 yrs. Of work experience in diversified industry sectors
Investing should be a continuous process for ones financial journey. To accomplish this continuous process, we should always look into long-term inclination of any industry/sector. Long term sustainability, growth adaptability are the important aspects of visible returns.
Saurabh Ved
Co-founder & Director
MBA in Marketing from S .P. Jain School of Global Management – 16 yrs. of Investing experience-founder of startup.
“Price is what you pay; value is what you get.” -- Ben Graham.
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​I believe in value investing since start of my investment career. A perfect portfolio should be a proper blend of growth, consistent compounders & opportunistic stocks from different sectors/industries. Implementing core & tactical approach with rational decision making process is crucial step in investing.
Discover The Impact We Can Make
NOW AND THROUGH RETIREMENT
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We Offer a Special Focus On
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Schedule Your Complimentary ReviewFor your convenience, feel free to schedule your complimentary consultation using our online calendar, or give us a call.
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Complete Our Online Risk Profile AssessmentOnce your meeting has been scheduled, we will ask that you fill out our risk profile assessment before we meet. This allows us to tailor our initial discussion to better fit your financial needs and goals.
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Develop Your Tailored Strategies & PlanAs we get to know one another during our first meeting, we’ll start by answering any and all questions you may have about our firm, proposals, experience and insights. During this time, your experienced advisor will asses your current financial standings and work with you to develop realistic goals and expectations moving forward.
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Nurture a Long-Lasting RelationshipWherever you are on the road to retirement, we’ll work together to develop, refine and implement a comprehensive retirement plan designed to address your biggest financial concerns for the future. We’ll continuously monitor, review and readjust our strategies to keep your financial plans aligned with your future goals.