Young Married Couples Build
Wealth with Clarity & Ease
With Taresh Bhatia, CFP® | CERTIFIED FINANCIAL PLANNER | Author | Coach | 37 Years of Experience
🧭 A 90-Minute Free Live Webinar to Help You Build Confidence and Clarity in Your Financial Life
🌟 Couple Finance Formula
How 10,000+ Indian Families Transformed Their Finances
“I’m Taresh Bhatia, CFP®, guiding families and professionals across India through a clear, step-by-step financial planning system that brings clarity, confidence, and control to their money — for life.”
Watch How to Start — Free Video
How 10,000+ Indian Families Transformed Their Finances
“I’m Taresh Bhatia, CFP®, guiding families and professionals across India through a clear, step-by-step financial planning system that brings clarity, confidence, and control to their money — for life.”
Watch How to Start — Free Video
Build Wealth with Clarity and Ease
Led by Taresh Bhatia, CFP®, India’s Trusted Financial Clarity Coach
Build Wealth with Clarity & Confidence
With Taresh Bhatia, CFP® CERTIFIED FINANCIAL PLANNER | Author | Coach | 37 Years of Experience. Trusted by 10,000+ families — guiding Indian couples and professionals with proven strategies for financial clarity, mutual funds, and long-term growth.
How 10,000+ Indian Families Transformed Their Finances
I’m Taresh Bhatia, CFP®, Founder of The Richness Academy, and a Financial Planning Coach who has helped 10,000+ Indian families take control of their money.
Through my 6-Pillar Framework, I work 1:1 with professionals, couples, entrepreneurs and retirees to build clarity, structure and lasting wealth.
Financial Planning is the Real Wealth
(Learn the framework before we work together)
(Structured Financial Education for Organizations & Communities )
A practical guide to build financial discipline and better money habits.
Helping Indian families, professionals, and entrepreneurs design structured financial roadmaps So every rupee has direction, purpose, and peace of mind.
Trusted by senior professionals, business owners, and families navigating life’s critical financial transitions.
Certified
Experience
The Richness Academy
The Richness Principles
The Richness Academy
The Richness Principles
Features on:
Watch My Financial Planning Introduction
Before beginning the Financial Planning Orientation™, you may find it helpful to understand how I approach financial planning.
Why I Created The Financial Planning Orientation™
Over the years I noticed something important.
Many successful professionals earn well and invest regularly, yet still feel uncertain about their long-term financial direction.
Their finances are scattered across investments, insurance, tax decisions and financial goals.
Without a structured framework, even high income does not automatically create financial clarity.
The Financial Planning Orientation™ helps individuals understand structured financial planning before making important financial decisions.
It is designed to bring clarity before commitment.
Very few have a structured financial plan.
📅 Book Your Financial Planning Orientation
Whom Do I Serve
My work focuses on individuals and families who are already doing reasonably well financially but want clarity, structure, and long-term direction in their financial lives.
Mid-Career Professionals (Age 35–50)
Successful professionals earning well but seeking financial clarity and a structured financial roadmap.
Entrepreneurs and Business Owners (Age 35–55)
Business owners who want to organise their personal wealth alongside their entrepreneurial journey.
Couples Building Their Second Financial Life (Age 40–60)
Couples preparing for long-term goals such as children’s education, financial independence, and retirement.
They are looking for clarity, structure, and confident long-term financial decisions.
📅 Book Your Financial Planning Orientation
- Quick investment tips
- Stock market predictions
- Product recommendations without understanding the framework
- Short-term trading strategies
The Hidden Cost of Financial Confusion
Many professionals assume that financial planning can always be done later. But delays in organising financial decisions often create long-term consequences.
It is built by designing a structured financial life.
“The earlier financial structure begins, the easier long-term financial decisions become.”
📅 Book Your Financial Planning OrientationHow The Financial Planning Orientation™ Works
Watch the Orientation Video
Understand the foundation of structured financial planning.
Complete the Financial Assessment Form
Share key details to help evaluate your financial situation.
Schedule Your 30-Minute Discovery Call
(within 7 days of registration)
Call Structure:
• First 15 minutes — You speak
• Next 15 minutes — Framework explained
It is designed to bring clarity before commitment.
Meet CFP® Taresh Bhatia
CFP® Taresh Bhatia is the founder of The Richness Academy and a CERTIFIED FINANCIAL PLANNER®.
For more than two decades he has worked with professionals, entrepreneurs, and families to help them bring clarity, structure, and long-term direction to their financial lives.
His work focuses on helping individuals move from financial confusion to financial clarity by designing structured financial roadmaps aligned with long-term goals.
He is also the author of the Amazon bestselling book “The Richness Principles.”
The Structured Financial Planning Framework: 7 Pillars
Over the years, I have observed that successful families often struggle not because they lack income, but because their financial decisions are scattered across different areas.
To bring clarity and structure, I follow a systematic financial planning framework that integrates the key dimensions of a financial life.
Personal Financial Management
Understanding cash flow, savings habits, and financial behaviour.
Investment Strategy
Aligning investments with goals, risk capacity, and time horizons.
Risk Protection
Ensuring that insurance coverage adequately protects long-term plans.
Retirement Planning
Designing a strategy to achieve financial independence and long-term security.
Goal-Based Planning
Structuring finances around life goals such as education, home, and lifestyle needs.
Tax Planning
Optimising financial decisions to improve tax efficiency over time.
Estate Planning
Ensuring smooth transfer of wealth and long-term family security.
Featured & Recognised By Leading Indian Media & Financial Platforms
My Story
Transformative Odyssey: Taresh’s Journey to Financial Freedom
My journey into financial freedom has been a story of resilience, learning, and transformation. From humble beginnings to becoming a trusted Financial Freedom Specialist, I have experienced firsthand the challenges of managing finances, building wealth, and planning for the future.
Early in my life, I faced the realities of financial responsibilities. As my family grew, so did my desire to create a secure financial future for them. These experiences ignited my passion for helping others navigate the complexities of money. What sets me apart is my ability to blend transformative coaching with practical financial strategies. I help clients achieve breakthroughs in their money mindset while equipping them with the tools to build lasting wealth. This dual approach has become the cornerstone of my philosophy: to guide, educate, and empower others to lead rich, meaningful lives.
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….)
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What’s Stopping You From True Financial Freedom?
Here’s What You’ll Get When You Work With Me When you work with me, you’re not just signing up for financial advice—you’re investing in a transformational journey.
Clear, Actionable Financial Plans
Tailored to your goals, life stage, and risk appetite, ensuring a personalized roadmap for success.
Expert Insights, Simplified for You
Say goodbye to confusion. I break down investments, insurance, and wealth-building into easy-to-understand strategies.
Step-by-Step Guidance to 10x Abundance
From the first step to your financial milestone, I’ll guide you, ensuring every decision aligns with your ultimate goals.
Get Started in 3 Easy Steps
Join My Webinar
Learn the proven strategies I’ve used to help thousands grow their wealth.
Download My Free
E-Book
Discover the life-changing principles of financial freedom.
Work with Me 1 : 1
Let’s create a personalized financial freedom roadmap just for you.
in Just 30 Minutes
In This 30-Minute Awareness Session, You’ll:
• Reflect on your money goals as a couple or individual
• Understand how to improve savings habits, lifestyle budgeting, and long-term clarity
• Learn how Taresh’s frameworks, including the Couple Finance Formula™, can support your financial well-being through structured guidance
Limited Time Offer: Download My Book For Free
Whom Is This For?
Sunil Lalla
(Siemens, Vice President)
I have been associated with Taresh over the last 5 years. Taresh introduced me to goal based financial planning and deciding the financial instrument based on the tenure and risk assessment. In summary I can say that this association has made me more financially prudent and increased my confidence and reduced my anxiety on my financial future. Thanks Taresh-
Sanjeev Saini
(Professional)
One of the best financial advisors. He handled my money extremely carefully and kept updating me and advising me proactively on all current as well as new Investments. Highly recommended!
Col Munish Bhanot
(Ex Indian Army)
Taresh Made Financial planning simple for us. Thanks for his advice, our investments are growing and we are secured about our children/s future
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with applied services.
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on number of industries.
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on various competitions.
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from all around the world.
How Can I Help You?
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 Develop a comprehensive financial strategy tailored to your goals. Whether it’s planning for your children’s education, managing investments, or securing your retirement, I’ll help you create a plan that transcends wealth accumulation and fosters financial independence.
Comprehensive Insurance Guidance Ensure your family’s safety with expert insurance advice. From life and health insurance to home and travel coverage, I’ll guide you in making the right choices to protect your loved ones and your financial future.
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 Create a legacy of wealth and security. My retirement planning services are designed to help you achieve your long-term goals while enjoying financial freedom during your golden years.
Tax Planning Tailored to Your Profile Optimize your finances with tailored tax planning strategies and secure your legacy with will and estate planning services. I’ll help you align every aspect of your financial life for lasting success.
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.
Sachin Bhatnagar
(Ex Indian Air Force. )
Even though the Insurance policies wound up doing more harm than good to my finances, Taresh’s advice forced me to build the discipline to budget and save. This discipline has stood me in good stead.
Dr Sudeep Khanna
(Surgeon, Apollo Hospital)
Working with Taresh has been a life-changing experience. His holistic approach to financial planning helped me align my wealth management with my personal values and long-term goals. With his expert guidance, I now feel more confident in securing my financial future and making smarter investment decisions. Taresh’s coaching is truly transformative, and I highly recommend it to anyone looking to achieve financial freedom
Sumeet Lalla
(Young Professional)
From financial chaos in 2018 to clarity, this app transformed my money management. Tracking expenses, setting smart goals, and personalized insights helped me save more, invest wisely, and finally feel in control of my financial future. It's like having a financial coach in my pocket.
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Make an Appointment
If you have any questions or query, use any of the following options convenient to you
Whatsapp
+91 9810127906
Have any qeustions?
taresh@taresh.in
Taresh Bhatia, 107, Qutab Plaza, DLF Phase-1, Gurugram-122002.Haryana. India.
Dive into a wealth of knowledge on financial planning, wealth-building strategies, and personal growth. My blog articles simplify complex financial topics, making it easy for you to take actionable steps toward achieving your financial goals.
Ready to take control of your financial future? Join my free webinar and uncover the proven strategies that have helped thousands achieve financial freedom. In this webinar, you’ll learn:
How to eliminate money worries and build a secure future.
Proven methods to grow your wealth strategically
Steps to design a rich, fulfilling life aligned with your goals
Seats are limited—don’t miss out on this opportunity to transform your financial life.
Clients Testimonials
Sweta Mishra
(HR Professional)
Taresh has been my financial planner for over a decade now. When I met him, I was clueless about the methods, objectives and tools for financial planning. Gradually, I understood some key aspects of financial planning; for example, the difference between savings and wealth creation, prioritising health and emergencies, the tools available and most importantly my own risk appetite towards investments. Taresh evaluated all necessary data points and built a plan, which we continue to review periodically to meet the dynamic requirements of life. Today, my fundamental discipline towards finances, contingency planning and mapping of savings to important goals in life keeps me in a contented space with regard to finances
Col Anand
(Ex Indian Army)
I am associated with Taresh Bhatia since 2018. He’s my Financial Advisor and a mentor. He’s managing my retirement corpus and other investments, giving me an outstanding return, much more that what have thought about! Also, He’s my guide and mentor in all aspects, including asset management and all insurance matters too. He is dependable and trust worthy
