Expertise
Journey
Bharat Dhruv brings over 35 years of rich experience across financial consultancy, mutual funds, and information processing, shaped by a career built on leadership, innovation, and client trust. A commerce graduate from Bombay University, Bharat’s professional journey began in financial services, where he steadily grew through leadership roles at Mafatlal Consultancy Services, J.M. Capital Management, and Computronics Financial Services, building deep expertise in operations, distribution, customer relationships, and strategic growth.
In 2005, he took on the leadership of Urjita Financial Services, where he has played a pivotal role in shaping the firm’s growth and reputation. From building systems and processes to driving strategic planning, securing ISO certification, and strengthening client-centric advisory services, Bharat has helped create a robust foundation for sustainable growth and long-term client success.
Philosophy
Bharat believes successful wealth creation is rooted in trust, discipline, and thoughtful guidance. For him, financial planning is not about chasing returns, but about aligning money with life goals through prudent decisions and long-term perspective.
His philosophy is centered on empowering individuals and families with clarity, confidence, and the right strategies to navigate changing markets while building lasting financial well-being.
What He Does Today
As CEO at Orbit Financial Services, Bharat leads with a blend of strategic insight and personal commitment, guiding clients through goal-based investing, wealth management, and financial planning solutions. His approach combines decades of market experience with a strong focus on relationships, investor education, and disciplined execution.
Known for inspiring teams and building enduring client partnerships, Bharat continues to help individuals turn financial aspirations into meaningful outcomes.
His vision is simple: help people transform financial uncertainty into confidence, security, and lasting prosperity.