About Us

Accurate Wealth

Welcome to Accurate Wealth, where we believe in empowering our clients to achieve their financial goals. As CEO and founder, Dr. Yash Bhatt has made it our mission to provide comprehensive wealth management and insurance services to help you build and protect your wealth.

We understand that everyone’s financial situation is unique, which is why we take a personalized approach to every client relationship. Our team of experienced financial advisors will work with you to understand your goals and create a tailored financial plan that helps you achieve them.

At Accurate Wealth, we offer a variety of financial instruments and strategies to help you build and protect your wealth. Whether you’re looking to invest in the mutual funds , save for your children’s education, or plan for your retirement, we have the expertise to guide you towards success.

We’re committed to providing our clients with exceptional service and support throughout their financial journey. From answering your questions to providing ongoing advice and guidance, we’re here to help you every step of the way.

If you’re ready to take control of your financial future, we invite you to explore our website and learn more about how Accurate Wealth can help you achieve your goals.

We take personal finance seriously

Your trust matter us the most.

10+ Years Experience

25 Cr Assets under management

375+ clients world-wide

24/7 Full Support

Strategies Beyond Ordinary

Unlocking the Potential of Your Wealth with Innovative Solutions

Our Vision

To empower individuals and families to achieve their financial dreams and aspirations.

Our Mission

To provide comprehensive financial solutions that are tailored to the unique needs of each client.

Our Goals

To deliver unparalleled customer service, maximize our clients’ wealth, and earn their trust through our dedication to excellence.

Brain behind Accurate Wealth

At Accurate Wealth, we believe in empowering our clients to achieve their financial goals. As the CEO and founder, I’ve made it my mission to provide personalized financial planning and investment advice to help you build and protect your wealth. With over 10 years of experience, I have the expertise and knowledge to guide you towards financial success. I’m committed to providing exceptional service and support to each and every one of my clients, and I’m excited to help you unlock your financial potential.

CEO-Signature
CEO & FOUNDER OF Accurate Wealth