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Sarita Bhagwat

VP, Market Intelligence at Fidelity Investments

Profile

Sarita Bhagwat is vice president of Mmarket research Intelligence for Fidelity Clearing & Custody Solutions, the business that offers a comprehensive clearing and custody platform, trading capabilities and business process and operations consulting to banks, broker-dealers, registered investment advisors, professional asset managers, strategic acquirers and retirement advisors and recordkeepers. Fidelity Investments is a diversified financial services firm that makes financial expertise broadly accessible to people investing their life savings, businesses managing their employee benefits and advisors investing their clients’ money. Since 1946, Fidelity has been helping people live the lives they want through its customer-centered approach, innovative technology and investment solutions.

In her role, Sarita oversees primary and secondary market research as well as competitive market intelligence. Her team is responsible for research studies that track client satisfaction, loyalty, brand health and sales effectiveness. The team generates proprietary content for Thought Leadership publications, and provides deep dives for competitors and market trends for various FCCS teams.

Sarita has been in her current role at Fidelity since June 2013. Prior to joining Fidelity, Ms. Bhagwat was the head of the financial services sector at Affinnova, an optimization technology company. At Affinnova she established the finance vertical for the company to help support innovation efforts for clients across banking, payment, investment and insurance sectors. Prior to joining Affinnova Ms. Bhagwat led the financial services sector for TNS, India. Previous to that Ms. Bhagwat spent 10 years at Abt Associates, a research based consulting company in Cambridge MA.

Ms. Bhagwat received a bachelor of science in physics from Fergusson College India and an MBA from University of Pune. Ms. Bhagwat also holds a Master’s degree in consumer behavior from University of Florida.

Agenda Sessions