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.
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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.
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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.
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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.
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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
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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.
read moreContact us at the Consulting WP office nearest to you or submit a business inquiry online.
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.
