Team Manager
Feb 2017 - Sep 2022
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Amrita Bhatia Email & Phone Number
Certified Financial Planner (FPSB (India)) | Financial Advisor | Wealth Management | Ex-Mercer | CFA Level 2 Candidate | CSI Certified (Investment Funds)
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 71%
Role
Certified Financial Planner (FPSB (India)) | Financial Advisor | Wealth Management | Ex-Mercer | CFA Level 2 Candidate | CSI Certified (Investment Funds)
Location
Canada, Canada, Canada
Who is Amrita Bhatia? Overview
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Quick answer
Amrita Bhatia is listed as Certified Financial Planner (FPSB (India)) | Financial Advisor | Wealth Management | Ex-Mercer | CFA Level 2 Candidate | CSI Certified (Investment Funds) based in Canada, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Amrita Bhatia.
Amrita Bhatia previously worked as Team Manager at Mercer and Assistant Manager at Mercer. Amrita Bhatia holds Mba, Accounting And Finance from Amity University.
Profile bio
About Amrita Bhatia
Amrita Bhatia is a Certified Financial Planner (FPSB (India)) | Financial Advisor | Wealth Management | Ex-Mercer | CFA Level 2 Candidate | CSI Certified (Investment Funds). They is proficient in English,Hindi & Punjabi.
3 roles
Amrita Bhatia work experience
A career timeline built from the work history available for this profile.
Assistant Manager
Feb 2017 - Sep 2019
Assistant Manager
Jan 2010 - Jan 2017
3 education records
Amrita Bhatia education
Mba, Accounting And Finance
Eco(H), Economics Graduate,Cfp,Mba In Finance
B.A; S) Economics, Economics
Delhi University
FAQ
Frequently asked questions about Amrita Bhatia
Quick answers generated from the profile data available on this page.
What is Amrita Bhatia's role at their current company?
Amrita Bhatia is listed as Certified Financial Planner (FPSB (India)) | Financial Advisor | Wealth Management | Ex-Mercer | CFA Level 2 Candidate | CSI Certified (Investment Funds).
Where is Amrita Bhatia based?
Amrita Bhatia is based in Canada, Canada, Canada.
What companies has Amrita Bhatia worked for?
Amrita Bhatia has worked for Mercer and Capital League Llp.
How can I contact Amrita Bhatia?
You can use AeroLeads to view verified contact signals for Amrita Bhatia, including work email, phone, and LinkedIn data when available.
What schools did Amrita Bhatia attend?
Amrita Bhatia holds Mba, Accounting And Finance from Amity University.
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