Hi! I am Taresh Bhatia
I am father to a beautiful daughter and a handsome son, whose mother he has been in love with for 28 years.
A truth I have never told anyone! I went broke three times and started wondering what was going wrong! Which made me learn the best about personal finance. I then went on to do the highest qualification in the world in personal finance-CERTIFIED FINANCIAL PLANNER Pro- called CFP.
As a motivational and keynote speaker, I have given many speeches at corporate, colleges, and institutions and judged many events as a panellist.
I coach and educate people on various aspects of money, financial planning and how to lead a rich, wealthy and happy life.
Having helped thousands of people organize their financial life, I am on a mission to transform how India looks at money, thereby triggering a financial revolution.
Join in the movement today
Taresh has done his post-graduation from one of India's leading management institute: International Management Institute, New Delhi
Certified Financial Planner Pro
My webinars and live online courses attract people not only from India but from across the world. In addition, I am the creator of the "Richness Principles" courses online.
Trusted by Happy Customers
Trusted and believed by thousands of satisfied customers
I retired from the Army with a handsome amount of remuneration on retirement. I am not a very financial person, and this brought me tension! There were hundreds of pieces of advice; I was convinced I would have to take the advice of a financial doctor- a Certified Financial Advisor. That was the time an Army colleague introduced me to Mr Taresh Bhatia. During our interaction, Taresh seemed to know his Business and was logical and convincing. We went through my Goals and risk appetite scientifically, and an investment plan was made. I am so happy that my hard-earned money was well cared for and the returns on my investment are showing. Tareshji takes a good care of the portfolio and does an interim review of all investment . I am very satisfied and happy with my financial state.
Col Munish Bhanot
Before I met Taresh my investment pattern was not systematic and not linked to any financial plan or goals. This gave a lot of insecurity whether the savings or investment made were right and sufficient to meet the forthcoming expenses, especially during the retirement phase
Taresh helped me systematically list my expenses and goals and allot a financial value and time frame to them. Linking the investment to these financial goals with instruments based on my risk-taking ability helped to prepare a prudent and transparent financial plan.
I am more confident about meeting my goals in the future and this has reduced the anxiety on this account.Further the financial education recieved during various interactions with Taresh has improved my insight on financial topics helping me to make an informed decision
Retired as a Tech Consultant
For our family, goals of child education and retirement were very important. We are very happy with the services of Taresh as a planner. Taresh was very clear in the understanding of client goals and monitored the funds closely to achieve those goals. Also, customer-friendly reports are shared with the clients on a timely basis for them to be aware of the fund's performance. His approach and communications are excellent.
How did Taresh help?
1. Helped us understand the market.
2. Clearly defined insurance insured amount and why.
3. Investment basis our risk appetite.
4. Daily/ yearly reports on our investment.
Impact on money life.
1. Portfolio growing slowly and steadily.
2. Saving money for clear defined goals.
3. Adequate insurance for peace of mind.
Ankita & Dinesh Rathod
I have been associated with Taresh Bhatia and his firm Advantage Financial Planning for their services for the last 5 years. I have invested my retirement corpus with their assistance; which has given me more than double the returns than any banking investment.
Col. Anand Kumar Kammanni
Retired Indian Army Officer
Taresh is a seasoned Financial Advisor who has helped me in putting together a financial data sheet which gives a comprehensive view of my assets, loans, investments, income and expenses.
Krishnan H Iyer
Q: What issues you faced before you met Taresh: I was feeling directionless with my finances, didn’t have goals or a plan
Q: How did Taresh help you: Taresh helped me understand the fundamentals of financial planning, helped me introspect on what mattered to me financially and how I should plan my finances to live a life of my choice
Q: What impact does it have on your money life today: my money life is disciplined, and I have clarity
Sweta Padma Mishra
Senior HR Professional
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It's a real-life story!
How a couple managed their Finances!
How my book was launched
Launched on 23rd, 24th and 25th January, for the general public, press, client and other financial Planners in Mumbai.
The Richness Masterclass real-life workshop feedback
While my workshops were held in physical form, these workshops attracted the young and the old.
Investor Awareness Workshop conducted by Taresh
An Investor Awareness Workshop was conducted for the general public.
Investor Awareness for your Personal Finance
What are the basics of personal finance? What is its importance and core issues of financial planning? Explained in 15 minutes in this video.
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3-STEP ROADMAP FOR FINANCIAL SECURITY AND RICHNESS
ATTAIN FINANCIAL SECURITY AND ABUNDANCE IN THE FORESEEABLE FUTURE
Step -1 of 3
This is the first step to getting started with your financial planning
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To Go To The Next Step
Don't miss any part, as this video assists you in understanding every aspect of why, how, where and what of financial planning
Step -2 of 3:
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Step -3 of 3: Now book Your Exclusive Complimentary Session (*) LImited Sessions available! Hurry.
Simple Process to Get Started
We have various course membership levels to cater to your needs. Attend my next webinar to learn more and then get started to develop your Richness Principles
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Contact Information: Taresh Bhatia, 107, Qutab Plaza, DLF Phase-1, Gurugram-122002. Haryana. India.
Tel: +91 124 4056398. Email: firstname.lastname@example.org
Link to Map for Directions: https://bit.ly/Taresh-Office-Google-Map