What is this service: 

Wealth Building and Retirement Planning is a comprehensive service that combines strategic mutual fund investments with effective retirement planning. With over two decades of experience as a licensed mutual fund distributor, I guide individuals within the 40-55 age range in major metros and cities in India. 

Why it is important: 

Wealth building is not just about accumulating assets; it’s about creating a secure financial future, especially during retirement. This service is essential for those within the 40-55 age range, as it combines the power of strategic mutual fund investments with effective retirement planning, ensuring a comfortable and fulfilling retirement. 

For Whom: 

This service is specifically designed for individuals in the 40-55 age range, major metros, and cities in India. If you are actively building wealth and considering retirement planning, this service is tailored to address your unique needs and aspirations. 

How I, Taresh Bhatia, Help: 

With my expertise as a licensed mutual fund distributor and a Certified Financial Planner Pro, I guide clients through strategic mutual fund investments. I help them align their wealth-building efforts with effective retirement planning, ensuring a seamless transition into a secure and fulfilling retirement phase. 

What Can You Expect to Achieve: 

Expect a personalized wealth-building strategy integrating strategic mutual fund investments with retirement planning, fostering a secure financial future. 

What is Not Covered (Disclaimers): 

Wealth Building and Retirement Planning provides general guidance on mutual fund investments and retirement planning. It only offers specific investment recommendations with a comprehensive financial planning consultation.