Advisor at Krishna Portfolio Management
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Firm
Krishna Portfolio Management
Location
Orlando, FL
Credentials
Series 65
Industry experience
1 year
Dhavalkumar Bhalodia is a Series 65 licensed financial advisor with Krishna Portfolio Management in Orlando, FL. He has one year of experience in investment management and also works as a clinical pharmacist at CVS Healthcare. His professional background includes over a decade in the pharmacy industry with RX One Pharmacy. Krishna Portfolio Management is a state-registered investment adviser that provides discretionary, fee-based portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a tactical asset allocation approach based on fundamental analysis and typically manages accounts on a discretionary basis using equity securities and debt obligations.
Up to 2.0% per annum, payable quarterly in arrears, negotiable based on account size and complexity
Account minimum: $50,000 (may accept lower at sole discretion) Fee-only: Fee-based investment advisory services; no commissions or asset-based sales charges
Orlando, FL
Florida
Krishna Portfolio Management
2024 - Present (2 years)
CVS Healthcare
2021 - Present (5 years)
RX One Pharmacy
2012 - Present (14 years)
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