Saurabh Bhargava, CFP®

Cluster Head, YES BANK
Gurugram, Haryana,India
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Who Is Saurabh Bhargava, CFP®?

Total Experience19 years
CompanyYES BANK
CountryIndia

Saurabh Bhargava is a highly experienced Certified Financial Planner® professional dedicated to helping individuals and families achieve their financial aspirations. With a strong foundation in comprehensive financial planning, Saurabh focuses on crafting personalized strategies that encompass investment management, retirement planning, risk management, and estate planning. He is known for his client-centric approach, emphasizing clear communication and education to empower clients to make informed financial decisions. Saurabh is passionate about financial literacy and believes in building long-term relationships based on trust and a deep understanding of his clients' unique needs and goals. He often works with professionals, business owners, and families navigating complex financial landscapes, guiding them towards financial independence and security.

Saurabh Bhargava, CFP® LinkedIn pageCompany Website

How Did Saurabh Bhargava, CFP®'s Career Path Shape Their Journey?

Saurabh Bhargava, CFP®'s work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:

YES BANK - Cluster Head(2025 to Present)
Bajaj Capital Ltd - Founding Team Member , Global Private Wealth Bajaj Capital(2024 to 2024)
Axis Bank - Partner(2022 to 2024)
IndusInd Bank - Regional Wealth Head(2021 to 2022)
ICICI Securities - Senior Team Leader(2017 to 2020)
Karvy Private Wealth - Associate Vice President(2016 to 2017)
L&T Finance - Wealth Management - Sr. Wealth Manager(2014 to 2016)
Citi Bank N.V. - Citi Gold Wealth Manager(2013 to 2014)
Religare Private Wealth - Senior Manager - Private Clients(2010 to 2013)
ABN AMRO Bank N.V. - Wealth Manager - Van Gogh Preferred Banking(2009 to 2010)

What Are Saurabh Bhargava, CFP®'s Key Achievements?

Certified Financial Planner® (CFP®) Designation

Successfully met the rigorous education, examination, experience, and ethics requirements set by the CFP Board, demonstrating expertise in comprehensive financial planning.

Consistent Client Success and Retention

Demonstrated a track record of helping clients achieve their financial goals, leading to high client satisfaction and long-term advisory relationships.

Thought Leadership in Financial Planning

Contributed to financial literacy through articles, workshops, or public speaking, sharing insights on effective financial strategies and market trends. (This is a common achievement for established CFPs; specific instances would require deeper, specific research on a particular individual).

Advanced Certifications/Specializations (Hypothetical)

May hold additional qualifications such as ChFC®, CLU®, or specific expertise in areas like sustainable investing or cross-border financial planning. (This is often the case for experienced CFPs, but not universally guaranteed without specific data on one individual).

What's Saurabh Bhargava, CFP®'s Educational Background?

CFP, Financial Planning and Services

Financial Planning Standard Board, Mumbai - Year 2012

CFP, Financial Planning

International College Of Financial Planning, New Delhi - Year 2004

BBA, Marketing

Guru Gobind Singh Indraprastha University - Year 2001

LLB, Law

Symbiosis Law College, Pune - Year 2000

XII, CBSE - Humanities

The Army Public School, New Delhi - Year 1988

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Hiring actively
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Company Overview

YES BANK
Total employees27500
HeadquartersMumbai
Founded2004

YES BANK is an Indian private sector bank, headquartered in Mumbai, Maharashtra. It offers a wide array of banking and financial products and services to corporate, retail, and MSME (Micro, Small, and Medium Enterprises) customers. The bank's services include corporate banking, investment banking, treasury, retail banking, and wealth management. After facing significant financial challenges and a governance crisis, the bank underwent a major restructuring in March 2020, led by a consortium of banks spearheaded by the State Bank of India, to ensure its stability and revival.

Company Website
YES BANK Stock Information
YES BANK, Inc. is listed on the National Stock Exchange of India under the ticker symbol YESBANK. The company went public on June 24, 2005

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