Certified Financial Planner Pro for Investment Wisdom

What is this service: 

Comprehensive Insurance Guidance is a service dedicated to navigating the complexities of insurance. As your guide, I offer expert advice on various insurance aspects, including Life, Health, Motor, Home, and Travel. 

Why it is important: 

Insurance is a safety net for unforeseen circumstances, and comprehensive coverage is vital for protecting your family’s financial well-being. This service ensures that your insurance coverage is robust and tailored to your family’s specific needs. 

For Whom: 

This service is designed for married couples with young children, aspiring parents, and individuals in major metros. If you’re building a family and accumulating assets, Comprehensive Insurance Guidance offers peace of mind and financial security. 

How I, Taresh Bhatia, Help: 

As an experienced insurance advisor, I bring insights into various insurance domains. I guide clients through Life, Health, Motor, Home, and Travel insurance intricacies, ensuring they have a comprehensive plan that aligns with their family’s demographic profile and unique needs. 

What Can You Expect to Achieve: 

Achieve a comprehensive understanding of various insurance types and secure your family’s financial future with tailor-made coverage. 

What is Not Covered (Disclaimers): 

Comprehensive Insurance Guidance provides advice on insurance types and coverage but does not act as an insurance broker or agent. Specific policy recommendations require consultation with a licensed insurance professional. 

 

How can we help you?

If you have any question or query, use any of the following options convenient to you and connect

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.

Col Munish Bhanot
Ex Army,