Mona Goyal Bhatia

AMFI RegisteredARN-

I'm Mona Goyal Bhatia, NISM-certified mutual fund distributor with 21 years' experience, delivering personalized planning, risk-managed portfolios, and digital convenience.

Free portfolio review

Quick online transactions

Comprehensive retirement planning

Mona Goyal Bhatia

AMFI RegisteredARN-

Experience

Certified Financial Planner Money Bachat Advisor , GurgaonDecember 2012 - Present

She Is Passionate About Empowering People To Secure Their Financial Futures Amid Evolving Economic L...

Financial Planning Training For Cfp Aspirants And MfdsWealth Management Companies , GurgaonOctober 2001 - December 2012

Trained Students In Financial Planning And Mutual Fund Distribution, Developing Curricula, Deliver...

Education

Fpsb , Mumbai

Certified Financial Planner

December 2008 - December 2009

My Certification and Licenses

Certifications Backed by

Industry Standards

Approach

My Approach to helping you Grow

A Wealth Plan Designed for you

Every investment recommendation is aligned with your financial goals.

Your investment at your fingertips

Track, Invest and manage your portfolio through the ZFunds app or web.

Research Backed Investments

Every recommendation is backed by in-depth ZFunds research and analysis.

Discover What's Right For Your Investing Journey

Child Education

Children Marriage

Which Goal Can I help you Achieve ?

Turning goals into wealth, one SIP at a time.

Dream Home

Dream Car

Dream Vacation

Wealth Creation

Wealth Management

Grow Your Wealth,

Secure Your Future

Your financial journey deserves a partner you can trust. With the right knowledge, planning, and tools, you can steadily grow your wealth and secure a stronger future for yourself and your family.

Goal Amount