How 10,247 Individuals & Families Embraced Smart Solutions: Built Real Wealth, Secured Their Financial Freedom in 10x and Embraced Financial Abundance.
Hi, I'm Taresh Bhatia (AMFI registered Mutual Fund Distributor), your Financial Freedom Guide. I've helped thousands escape money worry & achieve 10x abundance. Let me show you how.
My Story .
Transformative Odyssey: Taresh’s Journey to Financial Freedom
My life’s journey unfolds over four decades, a narrative of personal trials, professional challenges, and an unwavering quest for financial freedom. From carefree college days to navigating family responsibilities, my life has been a symphony of resilience and transformation.
Life post-college was a canvas of simplicity, filled with entrepreneurship and the thrill of self-made success. The early chapters marked MBA pursuits, a black Yamaha, and a thriving business. However, marriage to Meghna and the arrival of our first child brought financial realities to the forefront. Meghna’s sacrifice, leaving her job to support our growing family, fueled a desire for financial order. The birth of our second child intensified this, prompting us to explore life insurance and investments…..Read More
Welcome to my World of Financial Liberation.
I’m Taresh Bhatia (AMFI registered Mutual Fund Distributor), a seasoned Financial Freedom Specialist, empowering countless individuals and families to break free from financial constraints. As your guide, I not only provide expert consultation for those seeking liberation from financial worries but also share the wisdom outlined in my best-selling book, ‘The Richness Principles,’ available on Amazon.
I’m more than an author; I’m a dedicated coach committed to unraveling the intricacies of money, financial planning, and the art of leading a rich, wealthy, and joyous life. Engage with me through webinars and live online courses, where a community of prosperity seekers converges. (Read More….)
Testimonials
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
Limited Time Offer: Download My Book (*) For Free.
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with applied services.
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on number of industries.
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from all around the world.
Tailored Financial Freedom Services for Your Life Stage
Embark on a transformative journey towards financial liberation with my comprehensive suite of financial services. These services are meticulously designed to cater to individuals within the 40-55 age range, particularly married couples with young children and those residing in major metros and cities in India. Let’s explore each service in detail:
Money Strategy Mastery I specialize in crafting personalized money strategies that go beyond just wealth. As your Financial Freedom Specialist, I focus on overall financial well-being, guiding you at macro levels and instilling the right mindsets for sustained success. Let’s shape a strategic plan that transcends wealth accumulation and aligns with your unique goals.
Comprehensive Insurance Guidance Navigating the complexities of insurance is crucial for securing your family’s future. I, Taresh Bhatia, offer expert advice on various insurance aspects, including Life, Health, Motor, Home, and Travel. As your guide, I ensure that your insurance coverage is comprehensive, tailored to your demographic profile of married couples with young children.
Certified Financial Planner Pro for Investment Wisdom As a Certified Financial Planner Pro with over two decades of experience, I bring a wealth of knowledge to your investment journey. Let’s explore the world of prudent investing together, aligning your choices with your financial status and aspirations. My expertise extends beyond as a registered investment advisor, focusing on your financial well-being at a certified level.
Wealth Building and Retirement Planning As a Certified Financial Planner Pro with over two decades of experience, I bring a wealth of knowledge to your investment journey. Let’s explore the world of prudent investing together, aligning your choices with your financial status and aspirations. My expertise extends beyond as a registered investment advisor, focusing on your financial well-being at a certified level.
Tax Planning Tailored to Your Profile I, Taresh Bhatia, navigate the intricacies of tax planning with precision. Tailored for married couples aspiring for homeownership and actively building wealth, my tax planning services optimize your financial status. Ensure that your tax strategy aligns seamlessly with your demographic profile, unlocking the full potential of your financial journey
Will and Estate Planning for Legacy Security Secure your family’s legacy with meticulous will and estate planning. As your Financial Freedom Specialist, I tailor these services for married couples with young children, aspiring parents, and individuals in major metros. Let’s work together to ensure that your family’s financial future is safeguarded through strategic will and estate planning.
Upcoming events.
Empower your financial journey with Taresh Bhatia’s weekly events. Live webinars, YouTube shows, and insightful podcasts—your gateway to prosperity, wisdom, and strategic richness.
Make an Appointment.
If you have any question or query, use any of the following options convenient to you and connect
Call us
+91 98101 44683
Have any questions?
taresh@taresh.in
Taresh Bhatia, 107, Qutab Plaza, DLF Phase-1, Gurugram-122002.Haryana. India.
