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,