Bhushan Sheth is a seasoned entrepreneur and wealth management advisor with over 25 years of experience, having founded his venture in 1994 after starting his career at Bank of Maharashtra in 1982. Dedicated to empowering families with tailored financial solutions in fixed deposits, mutual funds, public issues, and insurance, he combines warmth, clarity, and relationship-building to guide clients toward financial security. A passionate community leader, Bhushan served as President of the Rotary Club of Mumbai Kandivli West in 2013–14 and launched the “Entrepreneurship Mindset Program” in 2016 to inspire 8th-grade students. A yoga enthusiast since 1997, he integrates a weekly practice of silence to foster mindfulness, enhancing both his personal and professional life. With a Bachelor of Commerce from Mumbai University, alongside advanced training from IIM Ahmedabad, XLRI Jamshedpur, and programs like T. Harv Eker’s “Millionaire Mind,” Bhushan brings a holistic, disciplined approach to wealth management.
Bharat Dhruv is a seasoned Chief Executive Officer with over 35 years of expertise in financial consultancy, mutual funds, and information processing, currently leading Urjita Financial Services Pvt. Ltd. in Mumbai. Renowned for strategic financial planning, P&L management, and operational efficiency, he has driven sustainable growth by spearheading marketing, software development, and ISO certification initiatives. His leadership journey includes transformative roles at Computronics Financial Services and J.M. Capital Management, where he enhanced profitability, streamlined operations, and built strong client and broker relationships. A Bachelor of Commerce from Bombay University, Bharat holds certifications in financial markets, leadership, and public speaking, complemented by a passion for problem-solving and fostering collaborative teams. As a Charter Member and former President of the Rotary Club of Mumbai Kandivali West, he is deeply committed to community service. Bharat’s core strengths lie in retail distribution, customer relationship management, and inspiring teams to turn challenges into opportunities, ensuring exceptional results and lasting impact.
After earning a Post Graduation in Analytical Chemistry from Mumbai University in 1993, a distinguished career in the pharmaceutical industry began at Cipla Ltd., followed by roles at Johnson & Johnson, Sitec Labs, Novartis, Watson, Actavis, and Teva. Over 25 years, expertise was honed in analytical research, bio-analytical operations, quality assurance, and clinical operations. In 2006, at age 36, a focus on financial planning led to investing in mutual funds through Orbit by Urjita Financial Services, achieving financial freedom by 47 through disciplined strategies and deep mutual fund industry knowledge. In July 2018, after serving as Senior Director – Clinical Operations at a leading generic company, a transition was made to partner with Orbit by Financial Services in Thane, guiding individuals toward financial independence. Certified in NISM Series V-A, X-A, X-B, and as an AAFM Chartered Trust & Estate Planner, the mission is to help others realize the wisdom of Margaret Bonnano’s words: “Being rich is having money; being wealthy is having time.” For those aspiring to stress-free financial freedom, expert guidance is available to start the journey today.
