Welcome to Accurate Wealth, a trusted investment services platform founded by Dr. Yash Bhatt. We are committed to helping individuals and families make informed investment decisions through transparent processes and goal-oriented product offerings.
At Accurate Wealth, we understand that every investor has unique goals — whether it’s long-term savings, children’s future needs, retirement-oriented investing, or wealth-building through disciplined strategies. Our approach focuses on understanding your objectives and guiding you through suitable investment products that match your risk profile and time horizon.
We facilitate access to a wide range of regulated investment options, including:
Mutual Funds
Portfolio Management Services (PMS)
Alternative Investment Funds (AIF)
Corporate Bonds & Government Bonds
Fixed Deposits (FDs)
Structured Products
Other approved investment instruments as per your needs
Our commitment is to offer clarity, simplicity, and responsible communication so you can invest with confidence. From starting your first investment to growing your long-term portfolio, our team is here to support you at every step of your investment journey.
Explore Accurate Wealth and discover how simple and structured investing can truly be.
For over a decade, Dr. Yash Bhatt has been dedicated to helping individuals understand investments with clarity and confidence. With a strong academic foundation — including a Ph.D., MBA, and 10+ years of teaching experience in finance at SJPI NICM, Gandhinagar, along with faculty experience at PDEU — he has built a reputation for simplifying complex investment concepts for students and investors alike.
Dr. Bhatt also served as the Course Coordinator for the Certified Financial Planner (CFP) Program in Gandhinagar, authorised by the Financial Planning Standards Board (FPSB), from 2014 to 2016, contributing to professional education in the financial domain.
Over the years, he has conducted numerous investor awareness sessions, training programs, and educational workshops designed to help people make informed decisions across investment products such as Mutual Funds, PMS, AIF, Bonds, and Fixed Deposits. His approach is rooted in transparency, responsible communication, and client understanding.
Since establishing Accurate Wealth, Dr. Bhatt has focused on delivering a seamless investment experience where each client receives clear guidance, structured processes, and consistent support. His philosophy is simple:
“Stay informed, stay disciplined, and choose products aligned with your long-term goals.”
Today, Accurate Wealth serves clients across India and worldwide, combining education-driven investing with reliable execution. Whether you’re starting your investment journey or expanding your portfolio, Dr. Bhatt ensures you receive a smooth and trustworthy experience.
Senior Manager – Investment Solutions
With experience at HDFC Bank and having supported over 1,500 clients, Payal brings strong product knowledge and a structured, client-focused approach to investment facilitation. She excels in helping individuals understand various investment options and aligning them with their long-term financial objectives.
Namrata brings strong expertise in health and life insurance processes, with a deep understanding of risk assessment and policy documentation. She holds a B.Com (Hons.) from PDEU and an MBA in Finance from SJPI Gandhinagar. Before joining Accurate Wealth, she worked with Aditya Birla Sun Life Mutual Fund as a Relationship Manager. At Accurate Wealth, she ensures smooth backend operations, accurate insurance facilitation, and a consistently efficient client experience.
Senior Operations Executive – Insurance
Senior Operations Executive – Mutual Funds
At Accurate Wealth, we provide comprehensive wealth management and insurance services to help you achieve your financial goals.
A 407, Shilp Aaron,
Sindhu Bhavan Marg, Bodakdev, Ahmedabad, Gujarat 380054
+91 992 545 0350
The Accurate Wealth logo is a registered trademark of Dr. Yash Bhatt who is director of Accurate Moneymart Pvt. Ltd.,
AMFI Registered Mutual Fund Distributor.
ARN – 272604.
Copyright © 2025 Accurate Wealth
