The Bhatia Group

Multi Family Office Investment Firm

The Bhatia Group is a wealth management team within Merrill Private Wealth Management, recognized for catering to high-net-worth families and providing personalized financial advisory services. With its emphasis on integrating expertise across wealth management, it focuses on delivering tailored investment strategies to meet diverse client needs.

Firm Investment Focus

Investment Stages

Seed

Focus Areas

Financial Services
Recent Activity

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