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.
“When I met Taressh he explained me how I could get benefits from mutual fund. Now all my financial goals are cleared.”
I have been associated with Taresh for over five years now. Taresh helped me identify and articulate financial goals,
break them down into milestones, recognise priorities and differentiate between saving and wealth creation. He brings to
the table, knowledge as well as empathy combined with a clear understanding of financial realities.
Introduced me to systematic financial planning based on Goals I want to achieve, time horizon and risk profile
with complete transparency .
We are very happy with the services of advantage financial planners as they are very clear in the
understanding of client goals and monitor the funds closely to achieve those goals. Also the customer
friendly reports are shared with the clients on timely basis for them to be aware of the funds
Taresh is a seasoned Financial Advisor who has helped me in putting together a financial data sheet which gives a
comprehensive view of my assets, loans, investments, income and expenses. Based on these facts and my goals, a detailed
Financial Planning, Investment Strategy, Review Schedule is put in place. This exercise has changed my outlook to Financial
Management and immensely added confidence, happiness in my retirement.