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About Us
A Proven Approach
We explain the different ways we can help, then analyze your goals and compare them to your current portfolio, and finally recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have one thing in common—a commitment to ethics and integrity. We’re all fully licensed and credentialed, and you can count on unbiased recommendations and impartial guidance.
Planning Futures
Since 2022, we have helped to create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and estate planning? One of our credentialed professionals would be glad to help.
Our Team
Manager
Gopal began his investment career in April 2006 as a planner with Already Investments. He left Already in 2013 and began his sales career as an agent with HDFC ERGO. He has been at BM Finance since 2022.
Agent
Vicky began his investment career in June 2020 as a planner with B-Tech Investment. He left B-Tech Investment in 2022 and became an investment agent with BM Finance.
Broker
Divy began his career in June 2018 as a broker with Marwadi Shares and Finance Ltd. He left Marwadi Shares and Finance Ltd in 2022 and began his career as an agent with us.
CO-Founder & ceo
Bhautik Bhalodi
Co-founder and CEO of BM Financial Advisory
Education
Master of Business Administration (MBA) in Finance,
Marwadi University
Bachelor of Business Administration (BBA) in Finance,
Saurashtra University
Experience
Co-founder and CEO of BM Financial Advisory (2022 - Present)
Vice President of Marketing, Antique Furnishing (2020 - 2022)
Account Executive of Account Business Center (2017 - 2020)
Skills and Accomplishments
Led BM Financial Advisory to achieve ₨ 921.6 Crore Turnover in its first year of operation
NISM certified Securities Operations and Risk Management
Secured ₨10 billion in funding from leading investors
Built and managed a team of 20 employees
NISM certified Equity Derivatives
Vision and Mission
BM Financial Advisory vision is to be the leading provider of innovative services to the Finance industry. Our mission is to provide our customers with the best possible services at affordable Rate and to help them achieve their financial goals.
Founder
Maulik Tolia
Founder of BM Financial Advisory
Education
Master of Business Administration (MBA) in Finance, GTU
Bachelor of Commerce (B.COM) in Accounting,
R.P.Bhalodiya commerce college
Experience
Founder of BM Financial Advisory (2022 - Present)
Financial Planner of B-Tech Investment (2021 - 2022)
Skills and Accomplishments
Tally Certified With GST ERP 9 REL 6.5.1
AMFI Registered Mutual Fund Distributor
NISM certified Equity Derivatives
IRDA Registered Insurance Agent
NISM certified Securities Operations and Risk Management
Vision and Mission
BM Financial Advisory vision is To empower our clients to achieve their financial goals through innovative and personalized financial advice. Our mission To provide our clients with the highest quality financial advisory services at a competitive price, delivered by a team of experienced and knowledgeable professionals