I'm Taresh Bhatia, a versatile advocate for financial freedom and abundance. I don many hats, including Richness Principles Coach, Entrepreneur, Speaker, Author, and Visual Communications Strategist. "The Richness Principles," my best-selling book on Amazon, showcases my dedication to transforming lives. As a Financial Freedom Specialist and CERTIFIED FINANCIAL PLANNER Pro, I guide individuals and families toward financial liberation. I'm also an artist with a camera, using unique angles to capture hidden beauty. My post-processing mastery elevates visuals, complemented by handpicked music. As a motivational speaker, panellist, coach, and educator, I aim to revolutionize how India approaches money and abundance. Join my transformative movement today.
Taresh has done his post-graduation from one of India's leading management institute: International Management Institute, New Delhi
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 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.
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.
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
How a couple managed their Finances!
Launched on 23rd, 24th and 25th January, for the general public, press, client and other financial Planners in Mumbai.
While my workshops were held in physical form, these workshops attracted the young and the old.
An Investor Awareness Workshop was conducted for the general public.
What are the basics of personal finance? What is its importance and core issues of financial planning? Explained in 15 minutes in this video.
START Richness Principles Process to make all Dreams come true
With a 360 view of your personal finances, get unbiased opinions and an all-inconclusive comprehensive financial plan.
ATTAIN FINANCIAL SECURITY AND ABUNDANCE IN THE FORESEEABLE FUTURE
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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