Bansi Bhadania

Sarvottam Wealthnetwork Private Limited

Dahyabhai Patel, Director
M.Sc., C.I.A., Certified Financial Planner

Creating Wealthy & Happy Families, Ethically

Your trusted partner in ethical wealth creation with 18+ years of experience, ₹65+ Cr AUM, and 500+ happy clients across the globe.

Page Title

Home / Bansi Bhadania

Maria Texas

B.C.A., NISM Series V-A Certified, CCC Certified
Back Office & Operations Executive
Financial Services
  • Bansi Bhadania
    (B.C.A., NISM Series V-A Certified, CCC Certified)

    Back Office & Operations Executive – Financial Services

    Bansi Bhadania is a qualified Bachelor of Computer Applications (B.C.A.) graduate from March 2016, holding dual certifications in NISM Series V-A for mutual fund distribution and CCC for computer proficiency. Her strong technical background and operational discipline position her as a valuable asset in financial back-office functions.

    In her role as a Back Office Executive, Bansi has managed diverse responsibilities including AMC invoicing, GST and income tax-related tasks, and investor data updates. She ensures regulatory compliance, accuracy in data handling, and timely processing of transactions and documentation.

    Bansi is known for her structured workflow, eye for detail, and ability to manage sensitive financial data with integrity. Her hands-on experience with day-to-day backend operations and financial documentation enables smooth coordination across teams and departments.

    With a goal to broaden her impact, Bansi now seeks to expand her role in a progressive financial services environment—where she can apply her skills to enhance operational efficiency and client servicing standards.

    📧 Contact: pabai.bansi@gmail.com