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Taresh Bhatia | The Richness Academy | GurgaonTaresh Bhatia | The Richness Academy | Gurgaon

Taresh Bhatia

The Richness Academy•Gurgaon,HR
Taresh Bhatia, 107, Qutab Plaza, DLF Phase 1, Sector 26, Gurugram, Haryana 122002. Landline: +911244056398 https://bit.ly/Taresh-Office-Google-Map,
Gurgaon, HR, 122002
Taresh Bhatia, 107, Qutab Plaza, DLF Phase 1, Sector 26, Gurugram, Haryana 122002. Landline: +911244056398 https://bit.ly/Taresh-Office-Google-Map, Gurgaon, HR, 122002
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About

I am Taresh Bhatia, a versatile advocate for financial freedom, known for wearing multiple hats as a Richness Principles Coach, Entrepreneur, Speaker, Author. My best-selling book, "The Richness Principles," on Amazon reflects my unwavering commitment to transforming lives through financial wisdom. As a CERTIFIED FINANCIAL PLANNER Pro and Financial Freedom Specialist, I empower individuals and families to break free from financial constraints. I'm a motivational speaker, panellist, coach, and educator on a mission to revolutionize India's relationship with money. My journey encompasses diverse clientele, including High Net Worth Individuals, CEOs, young married couples, business owners, retirees, families, professionals, and expatriates. My client-centric approach aims to coach clients with their goals, risk tolerance, and financial circumstances. My commitment is to empower clients to make informed financial decisions, ensuring they confidently achieve their financial goals.

Practice at a glance

35
Years of Experience
10000
Families Served
₹25
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings: --
Mode of Meetings:Virtual
Specialises working with:
Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BSc – Bachelor of Science

Industry Education

NISM X-A – Investment Adviser Level 1

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Taresh Bhatia.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review