services

Keynote and a Motivation Speaker

As a Keynote and a motivational speaker, he has given many speeches at corporate, colleges, institutions and judged many events as a panellist. Watch Taresh Bhatia: An Orator, Speaker and Presentor:

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SEBI Registered Investment advisor

I am Taresh Bhatia and I am the partner in the firm Advantage Financial Planners LLP. The firm is registered with SEBI (Securities Exchange Board of India as a Registered Investment Advisor RIA)………

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Start Financial Planning

This is a simple 4 step process to help you understand and get connected with us.

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The Richness Masterclass

The Richness Masterclass Workshop is for those individuals who are craving to get rich. They are ready to work systematically towards their financial success but at the same time they want faster results.

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The Richness Principles

The Richness Principles is a book on how a common man can become an affluent person by following simple guidelines. Irrespective of the earning or assets owned, the insights mentioned in this book are, in fact, implementable in everyday life.

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Consultancy

As a Certified Financial Planner (the highest professional qualification in my field), I help people make and implement financial plans as a Financial Freedom Specialist. By qualification I am an MBA from the IMI Institute in New Delhi.

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Coaching

Audit and assurance is all about meticulous data analysis. Everything needs to be checked, double checked, and triple checked.

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Speaker

I’m often invited as a keynote speaker for conferences, business meets and workshops. I routinely visit schools and colleges (these days through web 19 conferencing) as a motivational speaker.

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Investments

Things may come to those who wait, but only the things left by those who hustle-Abraham Lincoln To understand more, Why do you need a financial planner? 10 questions you need to ask yourself.

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AUTHOR

“Taresh Bhatia is the author of the book: The Richness Principles, Born to a journalist and a teacher, writing and teaching has been instilled in his genes.

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how can we help you?

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

Advantage team has not only helped me with expert guidance but also has saved me a lot of time and effort. The team puts in
a lot of research and data to manage my portfolio and are constantly advising me on modifying strategies and investments to
meet my financial goals. I feel relaxed and secure with them by my side.

Anil Malik

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