BA BHATIAASSOCIATE
Insurance & Mutual Funds · Sneha Bhatia

Your goals. Our guidance. A brighter future.

I help families protect what they have and grow what they need, with the right life cover, health cover and mutual fund plan for every stage of life.

Talk to me on WhatsApp Try the calculators
AMFI-registered MF DistributorARN-315151
IRDAI-licensed Insurance Advisor60513245
Sneha Bhatia, founder of Bhatia Associate
Sneha BhatiaFounder, Bhatia Associate
What I offer

Protection and growth under one roof

One trusted person for your family's insurance and investments, so nothing falls through the gaps.

Life Insurance

  • Term plans
  • Endowment & money-back
  • Child & retirement plans
Plan my cover →

Mutual Funds

  • SIP & step-up SIP
  • Lumpsum investing
  • Goal-based portfolios
Start my SIP →

Mediclaim

  • Family floater plans
  • Senior citizen cover
  • Top-up & critical illness
Compare plans →

General Insurance

  • Motor (car & two-wheeler)
  • Home & shop
  • Travel insurance
Get a quote →
Bhatia Associate logo
About me

Hi, I'm Sneha Bhatia

I started Bhatia Associate to give families honest, personal guidance on money and protection. I take the time to understand your income, your responsibilities and your dreams, then recommend only what fits. After that, I stay with you: renewals, claims, reviews and every question in between.

"The right plan is the one you understand and can stay with for life."

AMFI-registered Mutual Fund DistributorARN-315151
IRDAI-licensed Insurance Advisor60513245
How I work

Five steps, one relationship

  1. 1

    Understand

    We talk about your family, income, existing policies and goals.

  2. 2

    Plan

    I map how much cover you need and what each goal will cost.

  3. 3

    Recommend

    You get clear options with costs, benefits and trade-offs explained.

  4. 4

    Execute

    I handle the paperwork, KYC and policy issuance for you.

  5. 5

    Review

    We meet every year, and I stand by you during claims.

Plan with numbers

Financial calculators

See how your money can grow, and how much life cover your family really needs.

Why Bhatia Associate

Advice you can trust, service you can count on

My approach

  • Needs first, product later
  • Protection before investment
  • Clear explanation of costs and exclusions
  • Personal support during claims
  • Yearly review of your whole portfolio

What I never do

  • Push products you don't need
  • Promise guaranteed market returns
  • Hide charges or policy conditions
  • Disappear after the sale
  • Share your data with anyone

Is your family fully protected?

Get a free review of your existing policies and investments.

Book a free review Call me
Get in touch

Let's talk about your goals

Send a message and I'll get back to you within one working day.

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