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
Build Wealth with Clarity and Ease
Led by Taresh Bhatia, CFP®, India’s Trusted Financial Clarity Coach
Features on:
Recognized by Leading Authorities & Featured Experts
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….)
Join Our Private VIP Facebook Group
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 Free 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.
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
0
with applied services.
0
on number of industries.
0
on various competitions.
0
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.
The Taresh Show
🎥 Youtube Weekly Show
The Richness Principles Masterclass
🌟 Join Live Webinar
The Richness Code Unveiled
🎙️ Weekly Podcast
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.
Video Gallery
Make an Appointment
If you have any questions or query, use any of the following options convenient to you
Call us
+91 98101 44683
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
