Wealth building

Wealth Building and Retirement Planning

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.  

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
Col Munish Bhanot
Ex Army,