From Banker to Mutual Fund Distributor: The Inspiring Journey of Deepak Bhatt with NJ Wealth

Deepak Bhatt’s journey is anything but ordinary. Raised in a Defence family in the picturesque hills of Pithoragarh (Uttarakhand). Where only government jobs are considered a Priority he began his career from the ICICI Bank embracing discipline and duty from day one. But somewhere deep within, he yearned for a path where he could grow, create impact, and build something of his own. That search led him to pursue an MBA, a turning point that opened the doors to the world of finance and eventually led him to NJ Wealth, a platform that would become instrumental in his success.

His first stop was ICICI Bank, where he honed his skills in lending and managing NRI portfolios. But the entrepreneurial itch remained. A side hustle in insurance, inspired by his wife Shivani’s growing success in the field, soon turned into a full-fledged passion. Together, they laid the groundwork for what would eventually become a flourishing mutual fund distribution business.

Fast forward to today, Deepak handles ₹200 crore in Assets Under Management and a solid ₹3 crore monthly SIP book, guiding nearly 500 families on their financial journeys. He credits a big part of this growth to his partnership with NJ Wealth. “What drew me to NJ was how simple they made everything. Their platform is efficient, their support is real, and their network is strong. They’ve helped me focus on clients, not paperwork,” he says.

When the pandemic hit and the world paused, Deepak pushed forward. He set bold SIP targets, embraced digital tools, and stayed in constant touch with his clients. His advice is simple but powerful: “Start with whatever amount you can and keep investing consistently. Just like in the forces, discipline over time brings results.”

Today, Deepak blends the values of his defence roots with financial wisdom and a human touch. With NJ Wealth backing him every step of the way, he’s not just assisting in building portfolios, he’s building confidence, stability, and a legacy for hundreds of families.