About
Bhavna
Bhavna works closely with successful individuals, families, and executives on all aspects of wealth management. With more than 20 years of experience across the United States and India, she brings a distinct global perspective to investment management, financial planning, and wealth strategy. She specializes in helping clients navigate complex financial decisions through disciplined portfolio construction, strategic asset allocation, investment research, retirement planning, and long-term wealth preservation.
Bhavna's career spans institutional investment research, strategic consulting, and private wealth management. She began her career as an Equity Research Analyst at Goldman Sachs and later served as Global Head of Client Solutions for the financial services practice at The Smart Cube, where she advised leading financial institutions on investment research, risk management, and portfolio analytics.
Today, Bhavna combines investment expertise with personalized, relationship-driven advice. She believes that successful wealth management requires more than investment performance alone—it requires understanding each client's goals, values, priorities, and vision for the future.
Outside of work, Bhavna enjoys traveling, exploring the outdoors, and discovering new places with her husband. Together, they have visited more than 25 countries and numerous U.S. National Parks.
Education and Professional Milestones
-Delhi University in India - bachelor’s degree
-Holds a Chartered Accountant degree
-Board Member of the CFA® Society of Nashville
Bhavna works closely with successful individuals, families, and executives on all aspects of wealth management. With more than 20 years of experience across the United States and India, she brings a distinct global perspective to investment management, financial planning, and wealth strategy. She specializes in helping clients navigate complex financial decisions through disciplined portfolio construction, strategic asset allocation, investment research, retirement planning, and long-term wealth preservation.
Bhavna's career spans institutional investment research, strategic consulting, and private wealth management. She began her career as an Equity Research Analyst at Goldman Sachs and later served as Global Head of Client Solutions for the financial services practice at The Smart Cube, where she advised leading financial institutions on investment research, risk management, and portfolio analytics.
Today, Bhavna combines investment expertise with personalized, relationship-driven advice. She believes that successful wealth management requires more than investment performance alone—it requires understanding each client's goals, values, priorities, and vision for the future.
Outside of work, Bhavna enjoys traveling, exploring the outdoors, and discovering new places with her husband. Together, they have visited more than 25 countries and numerous U.S. National Parks.
Education and Professional Milestones
-Delhi University in India - bachelor’s degree
-Holds a Chartered Accountant degree
-Board Member of the CFA® Society of Nashville