About - Accurate Wealth

About Us

ABOUT

Accurate Wealth

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.

Why Choose Us

Your trust is our foundation

At Accurate Wealth, we believe that long-term relationships are built through honesty, transparency, and consistent support. We take your investment decisions seriously and work dedicatedly to deliver a smooth and informed experience.

15+ Years of Combined Experience

₹55+ Crore Investments Facilitated

650+ Clients Across India & Overseas

24/7 Full Support

Who we are

A Simple and Clear Approach to Investing

Accurate Wealth was built on a single belief — investing should be easy to understand and accessible to everyone. With evolving financial markets and growing product options, investors often need help selecting suitable investment avenues. We make this simpler by helping you explore investment products aligned with your goals.

Our Vision

To empower individuals and families with knowledge and access to suitable investment opportunities.

Our Mission

To deliver transparent, ethical, and goal-focused investment distribution services that help investors make informed decisions.

Our Goals

To offer consistent service, maintain long-standing relationships, and ensure clients receive reliable support across their investment journey.

THE BACKBONE

Driven by Experience and Purpose

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.

CEO & FOUNDER OF Accurate Wealth

Our Team

Meet the Professionals

Payal Hirani

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.

Namrata Shah

Senior Operations Executive – Insurance

Pragna Parmar

Senior Operations Executive – Mutual Funds

Pragna specializes in mutual fund operations, compliance checks, and transaction platform management. She holds a Post Graduate degree from BK School of Professional and Management Studies. Prior to joining Accurate Wealth, she worked with a leading insurance broking firm, managing core operational and documentation processes. At Accurate Wealth, she focuses on delivering seamless mutual fund processing and reliable backend support for clients.