Kavneet Bhatia
@kavneetbhatia
I guide clients toward unbiased insurance solutions and build financial strategies aligned with their goals.
IndiaWhat I'm looking for
At Ditto Insurance, I assess health profiles, financial circumstances, and protection needs to recommend suitable, unbiased insurance solutions.
I've assisted more than 1,000 clients with coverage recommendations and supported over 500 through policy purchase and post-issuance assistance. I also explain policy features, terms, and conditions clearly while addressing client questions.
Previously, as a Finance Intern at One’s Own Financer, I performed equity research, evaluated investment risks, and helped manage diversified client portfolios. I developed investment strategies aligned with clients’ financial goals and risk tolerance and supported retirement, tax, and estate financial planning.
My foundation includes portfolio management, corporate finance, financial modelling, ratio analysis, and market research. I hold a BBA from Symbiosis International University with a 9.16 CGPA.
Experience
Work history, roles, and key accomplishments
Insurance Advisor
Ditto Insurance
Aug 2025 - Present (1 year 1 month)
Assessed clients' health profiles and financial circumstances to recommend suitable insurance solutions. Assisted 1000+ clients with unbiased insurance recommendations and supported 500+ clients through policy purchase and post-issuance assistance.
Finance Intern
One's Own Financer
Jul 2025 - Sep 2025 (2 months)
Performed equity research to evaluate investment opportunities and risks. Helped build and manage diversified client portfolios and supported financial planning for retirement, taxes, and estate management.
Education
Degrees, certifications, and relevant coursework
Symbiosis International University
Bachelor of Business Administration, Business Administration
2022 - 2025
Grade: 9.16 CGPA
Pursued a Bachelor of Business Administration degree, achieving a CGPA of 9.16.
CFI
Economic Analysis For FP&A, Finance
Completed the Economic Analysis for FP&A certification.
Forage
Deloitte Australia Data Analytics Job Simulation, Data Analytics
Completed the Deloitte Australia Data Analytics Job Simulation.
Forage
KPMG Career Catalyst: Audit, Audit
Completed the KPMG Career Catalyst: Audit certification.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Social media
Skills
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