I'M BHAVIN DEDHIA

| Trainer | Mentor | Marketer | Strategist | Analyst | Executioner |
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WELCOME

Bhavin Dedhia has been a professional Forex trader for the past 12 years and is one of the best coaches available with regular seminars, daily support, and monthly memberships available.
Bhavin is a very open-minded diversified professional. Highly adaptive individual to learn, analyze, and implement into action. He is an avid Trader and Trainer.

Are you ready for next project?

MY EXPERIENCES

2018- Now

 

Founder and CEO of All

Lotus India Wealth Management, Lotus Kingdom Pvt Ltd, India, Lotus ECN Ltd. UK, RLFX Tech LLC UAE, Konkan Capfin Ltd. (NBFC), India)

2017 - 18

 

Genesis Wealth Management, Co-Founder

2011 - 17

 

S&G Wealth Management, Owner, CMO, Wealth Management Expert

2008-10

 

“Recall Group, Mumbai” Trader and Marketing Expert

WORK PROCESS

  • Understand Needs
  • Prepare Plan
  • Execution Plan
  • Client First

In the world of wealth management, the first important step is to understand the Client’s need, projections, and available fund reserve to invest in order to achieve the desired goals.

After thorough discussion, advise the client on various options of investments and take consent of the client on the same. Then the wealth plan is being prepared with client approval.

The fund manager will divide the invested funds into various buckets as per the wealth management plan. Assign and intimate for respective services activation. Update the client and provide the confirmation.

Client advisory/relationship executive will be available to cater to the services enlisted under the MOU, solve the queries, monitor all timely returns, etc. Lotus Group perceives “Client first” and activated.

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