Taresh Bhatia

Taresh Bhatia

Transformative Odyssey: Taresh’s Journey to Financial Freedom 

My journey into financial freedom has been a story of resilience, learning, and transformation. From humble beginnings to becoming a trusted Financial Freedom Specialist, I have experienced firsthand the challenges of managing finances, building wealth, and planning for the future.
Early in my life, I faced the realities of financial responsibilities. As my family grew, so did my desire to create a secure financial future for them. These experiences ignited my passion for helping others navigate the complexities of money. What sets me apart is my ability to blend transformative coaching with practical financial strategies. I help clients achieve breakthroughs in their money mindset while equipping them with the tools to build lasting wealth. This dual approach has become the cornerstone of my philosophy: to guide, educate, and empower others to lead rich, meaningful lives.

I’m Taresh Bhatia (AMFI registered Mutual Fund Distributor), a seasoned Financial Freedom Specialist, empowering countless individuals and families to break free from financial constraints. As your guide, I not only provide expert consultation for those seeking liberation from financial worries but also share the wisdom outlined in my best-selling book, ‘The Richness Principles,’ available on Amazon.

I’m more than an author; I’m a dedicated coach committed to unraveling the intricacies of money, financial planning, and the art of leading a rich, wealthy, and joyous life. Engage with me through webinars and live online courses, where a community of prosperity seekers converges.  (Read More….)

Tailored to your goals, life stage, and risk appetite, ensuring a personalized roadmap for success.

Say goodbye to confusion. I break down investments, insurance, and wealth-building into easy-to-understand strategies.

From the first step to your financial milestone, I’ll guide you, ensuring every decision aligns with your ultimate goals.

Join My Free Webinar

Learn the proven strategies I’ve used to help thousands grow their wealth.

Download My Free
E-Book

Discover the life-changing principles of financial freedom.

Work with Me 1 : 1

Let’s create a personalized financial freedom roadmap just for you.

with applied services.

on number of industries.

on various competitions.

from all around the world.

Embark on a transformative journey towards financial liberation with my comprehensive suite of financial services. These services are meticulously designed to cater to individuals within the 40-55 age range, particularly married couples with young children and those residing in major metros and cities in India. Let’s explore each service in detail: 

Develop a comprehensive financial strategy tailored to your goals. Whether it’s planning for your children’s education, managing investments, or securing your retirement, I’ll help you create a plan that transcends wealth accumulation and fosters financial independence.

Ensure your family’s safety with expert insurance advice. From life and health insurance to home and travel coverage, I’ll guide you in making the right choices to protect your loved ones and your financial future.

As a Certified Financial Planner Pro with over two decades of experience, I bring a wealth of knowledge to your investment journey. Let’s explore the world of prudent investing together, aligning your choices with your financial status and aspirations. My expertise extends beyond as a registered investment advisor, focusing on your financial well-being at a certified level.

Create a legacy of wealth and security. My retirement planning services are designed to help you achieve your long-term goals while enjoying financial freedom during your golden years.

Optimize your finances with tailored tax planning strategies and secure your legacy with will and estate planning services. I’ll help you align every aspect of your financial life for lasting success.

Secure your family’s legacy with meticulous will and estate planning. As your Financial Freedom Specialist, I tailor these services for married couples with young children, aspiring parents, and individuals in major metros. Let’s work together to ensure that your family’s financial future is safeguarded through strategic will and estate planning.

Empower your financial journey with Taresh Bhatia’s weekly events. Live webinars, YouTube shows, and insightful podcasts—your gateway to prosperity, wisdom, and strategic richness. 

🎥 Youtube Weekly Show

🌟 Join Live Webinar

🎙️ Weekly Podcast

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Call us
+91 98101 44683

Have any qeustions?
taresh@taresh.in

Taresh Bhatia, 107, Qutab Plaza, DLF Phase-1, Gurugram-122002.Haryana. India.