About ADVANTAGE FINANCIAL PLANNERS LLP: The Firm is registered with Government Of India-The Ministry of Company Affairs as a partnership firm.
The firm is registered with SEBI (The Securities and Exchange Board of India) as "Registered Investment Advisors (RIA) under the SEBI (Investment Advisers) Regulations, 2013. Registration with SEBI as "Registered Investment Advisors (RIA) brings more formal approach, risk profiling, disclosure, and transparency. While the firm is a fee-based investment advisor, this brings you the opportunity to get unbiased, researched, accurate, transparent and professional advice.
The firm is managed by the founder and its Partner, Taresh Bhatia. The company provides financial planning advisory services from its office in Gurgaon, India. The firm specializes in investment planning, retirement planning, tax planning, personal financial planning and wealth management.
About Taresh: Taresh Bhatia is CFPCM CERTIFIED FINANCIAL PLANNERCM. He provides fee-only financial planning advice.
He has helped over 300 families plan and organizes their economic life so as to move positively towards their financial goals.
Taresh is an expert on financial advice and has three decades of industry experience.
Among his qualifications, he is a CFPCM CERTIFIED FINANCIAL PLANNERCM and an MBA from IMI, New Delhi.
He is also a member of the Financial Planners' Guild, India (FPGI), an association of Practicing Certified Financial Planners.
If you have any questions, please email us at Support@advantagefp.in
He is the Founding Partner of the firm, Advantage Financial Planners LLP- and is registered with SEBI as a "Registered Investment Advisor (RIA). This registration provides the unique opportunity to give unbiased, transparent opinion on investments and a more structured approach to financial planning, risk profiling, disclosures as well as the chance to get well researched professional and trustworthy advice. Being a fee-based investment advisory firm brings you the researched, reliable and professional advice.
The company provides financial planning advisory services from its office in Gurgaon, India. The firm specializes in investment planning, retirement planning, Tax planning, personal financial planning and wealth management.