Money Strategy Mastery

What is this service:

Money Strategy Mastery is a personalized financial service that goes beyond traditional wealth accumulation. As your Financial Freedom Specialist, I craft strategic plans focusing on overall financial well-being, offering macro-level guidance, and instilling the right mindsets for sustained success. 

Why it is essential: 

Understanding the intricacies of money is pivotal in achieving lasting financial freedom. Money Strategy Mastery is designed to cultivate a comprehensive approach to financial well-being, ensuring that your financial strategy aligns with your unique goals and aspirations. 

For Whom: 

This service is tailor-made for individuals within the 40-55 age range, especially married couples with young children. Whether you’re aspiring to purchase a home, actively building wealth, or planning for a secure retirement, Money Strategy Mastery is crafted to cater to your specific life stage. 

How I, Taresh Bhatia, Help: 

With over two decades of experience as a Certified Financial Planner Pro and a background in neuro-linguistic programming, I bring a unique skill set to the table. I work closely with clients to instil the right mindsets, ensuring they view money not just as a means of wealth accumulation but as a tool for overall financial well-being and success. 

What Can You Expect to Achieve: 

Expect a transformative shift in your approach to money. Achieve a holistic understanding of financial well-being and cultivate the right mindset for sustained financial success. 

What is Not Covered (Disclaimers): 

While Money Strategy Mastery provides comprehensive financial guidance, it does not offer specific investment advice. It focuses on macro-level financial strategies rather than micro-level investment decisions. 

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,