IMG_1037

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. My main strengths include helping people change their mindset and attitude towards money, creating unique and tailored financial plans to help people create secure lives for themselves as well as for their loved ones and help them adopt good money habits by implementing small changes.

I strongly believe that lack of money has got more to do with our outlook rather than the circumstances. Yes, the circumstances can be unpredictable but you can easily face them if you have a plan in place and if you have the right mindset. This is where my consultancy services can help you.

How we can help you:
For more information and to fix an appointment, click here

5 steps to financial planning success

  • Step 1 – Defining and agreeing your financial objectives and goals. …
  • Step 2 – Gathering your financial and personal information. …
  • Step 3 – Analysing your financial and personal information. …
  • Step 4 – Development and presentation of the financial plan. …
  • Step 5 – Implementation and review of the financial plan.
how can we help you?

Contact us at Advantage FP at:
+91 9810144683 (Taresh Bhatia)
+91 9910774665 (Atul Ranjan)
+91 124 4056398 (Office)
Email: info@advantagefp.in

“When I met Taressh he explained me how I could get benefits from mutual fund. Now all my financial goals are cleared.”

Sachin Bhatnagar

Get video session link from converkit