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Bhavya Gandhi

Bhavya Gandhi

Certified Financial Planner at Mega Financial Services

bhavyag
Rajkot, Gujarat, India
Bengaluru, Karnataka, India
Joined February 2026
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Lenovo

Summary

Certified financial planner focused on disciplined, research-driven wealth management and client education — combines formal CFP certification and work at Mega Financial Services with a family legacy in financial advisory to emphasise process, transparency, and long-term planning. weekday
Bridges technology and finance — a computer engineering background and early technical roles (web development, MES tool training, digital transformation at Lenovo) inform a data-oriented approach to investment planning and product research. rocketreach
Campus leader and communicator — held multiple leadership and creative positions at NMIMS (festival president, student council officer, music committee roles), demonstrating experience in organising events, creative direction, and student engagement.
Content creator and commentator on investing — publishes articles and posts (including a Business Today feature) discussing qualitative research, distributor roles, and financial-planning principles to educate investors and peers.

Work

Education

Projects

Writing

The Qualitative Edge: How Mutual Fund Distributors Outperform DIY Investors

An article (featured in Business Today) arguing that qualitative insights from mutual fund distributors—such as fund management quality and organisational DNA—can provide an edge over DIY investors who focus primarily on past performance.

Hobbies

Active involvement in college music committees and creative roles.