Thursday, August 6, 2020

Taresh

65 POSTS9 COMMENTS
http://www.advantagefp.in
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 [email protected]

How Does it Pay to Engage a Financial Advisor

Many investors believe they don't need professional advice to handle their finances. But the turmoil witnessed in recent months may have changed that perception. The equity markets have been rocked by the pandemic, and debt markets are hit by defaults.  Taressh brings real life stories. Here, (with no names), we bring various stories on whether one needs a financial planner or wealth advisor to be able to weather such tumultuous phases. It would be great if you read more about our clients in their stories.

How to beat Recession

The situation in the market is worrisome and has only multiplied with the COVID -19 virus pandemic now looming on every country around the...

10 proven ways to make mutual fund investments more lucrative than real estate

The individual investor should act consistently as an investor and not as a speculator – Ben Graham Many people consider real estate as an asset class....

How will direct option in mutual funds make you richer?

Investing money is the process of committing resources in a strategic way to accomplish a specific objective – Alan Gotthardt When I completed my CFPCM Program (CERTIFIED...

The ideal investment tool iii to Become rich – swp

In the long run, it’s not just how much money you make that will determine your future prosperity. It’s how much of that money...

The ideal investment tool ii to become rich- stp

Financial peace isn’t the acquisition of stuff. It’s learning to live on less than you make, so you can give money back and have...

The ideal investment tool-1 to Become rich- sip

Wealth is largely the result of habit.   —John Jacob Astor Let me reveal to you some calculations that can prove to be a game-changer for you....

13 reasons why you should choose equity mutual funds

Many folks think they aren’t good at earning money, when what they don’t know is how to use it —Frank A. Clark https://www.youtube.com/watch?v=y3wa5DkAwLs If you want to...

13 reasons Why you should choose debt mutual funds

Risk comes from not knowing what you are doing - Warren Buffet Have you ever wondered about the income tax deductions while investing in Fixed deposits...

Benefits of investing in mutual funds

Many people take no care of their money till they come nearly to the end of it, and others do just the same with...

What are mutual funds?

I will tell you the secret to getting rich on Wall Street. You try to be greedy when others are fearful. And you try...

What are the important “general insurance” policies to Be taken?

Without health insurance, getting sick or injured could mean going bankrupt, going without needed care, or even dying needlessly.   -Jan Schakowsky Your lives are always full...

What are the 11 critical factors for Buying life insurance?

If there is anyone dependent on your income - parents, children, relatives - you need life insurance   -Suze Orman Have you ever been approached by anyone...

How to evaluate your investments, made easy

The quickest way to double your money is to fold it in half and put it in your back pocket   - Will Rogers Have you ever...

The secret to financial goal setting

Money is a guarantee that we may have what we want in the future. Though we need nothing at the moment it insures the...

Understanding goals: how to plan your financial goals the smarter Way?

It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you...

How to lead a Rich and Successful Life Through Personality and Strengths Tests?

How to lead a Rich and Successful Life Through Personality and Strengths Tests? http://blog.advantagefp.in/lead-rich-successful-life-personality-strengths-tests When I visited my MBA institute last week to commemorate our 25th...

What Is Your Relationship With Money

What is your relationship with money? How to set it right? Why is your relationship to money important? Do you feel that the lack of money...

How do Rich People manage their Money Well?

How do Rich People manage their Money Well? Rich people manage their money well. Poor people mismanage their money well. - Secrets of the Millionaire Mind by...

What is inflation and How to beat it?

How does inflation affect all your saving? Taresh explains inflation in simple language and helps you to invest then better for beating inflation.

21 Things To Know When You Get Your First Salary

21 Things to Know When You Get Your First Salary When I see youngsters getting their first salaries, they splurge! After all, they have just...

What are the top 10 impacts of the Budget 2018 for the common man?

What are the top 10 impacts of the Budget 2018 for the common man? By Taresh Bhatia The Finance Minister of India, Mr Arun Jaitley...

Learning Voyages of Taresh

  Learning Voyages of Taresh I am excited to share that I am leaving for a four-day learning voyage! A journey to learn from the best in...

The Taresh Daily Positive Affirmation Process for Becoming Rich and Wealthy

When I wanted to have a positive affirmation for myself, to make my mind think "Rich", this idea came up. The Taresh Daily Positive Affirmation...

An Introduction to Financial Planning

Welcome to the first stage of starting your financial planning. Once you have signed up and paid our fees, You are provided with the necessary...

What are the Necessary Six Steps of The Financial Planning Process?

What are the Six Steps of The Financial Planning Process? A lot of my clients ask me about the process of financial planning. Some of...

Why do You Need To Make Your Financial Planner Like A Family Doctor?

Why do You Need To Make Your Financial Planner Like A Family Doctor?   Doctor and a Financial Planner? Do you find any relationship or matches...

7 Important Roles of an Investment Advisor to Make Your Finances Work

7 Important Roles of an Investment Advisor to Make Your Finances Work  While you have got your financial plan made from an expert financial planner,...

How to Select a Great Financial Planner

How to Select a Great Financial Planner   Choosing a financial planner can be quite a daunting task especially if: Personal finance isn't a subject taught...

How a Financial Planner Works

How a Financial Planner Works   I am a financial planner. A  CFPCM(CERTIFIED FINANCIAL PLANNERCM). I understand people's goals and then look into the future to...

TOP AUTHORS

0 POSTS0 COMMENTS
0 POSTS0 COMMENTS
- Advertisment -

Most Read

How Does it Pay to Engage a Financial Advisor

Many investors believe they don't need professional advice to handle their finances. But the turmoil witnessed in recent months may have changed that perception. The equity markets have been rocked by the pandemic, and debt markets are hit by defaults.  Taressh brings real life stories. Here, (with no names), we bring various stories on whether one needs a financial planner or wealth advisor to be able to weather such tumultuous phases. It would be great if you read more about our clients in their stories.

How to beat Recession

The situation in the market is worrisome and has only multiplied with the COVID -19 virus pandemic now looming on every country around the...

How can rejoicing in other’s fortune bring you fortunes?

See yourself living in abundance and you will attract it. It always works, it works every time with every person - Bob Proctor You may have...

Timeless lessons from Bhagavad gita for achieving financial freedom

Man is made by his belief. As he believes, so he is. – Bhagavad Gita   This might look like an odd combination to certain readers. You...