65 POSTS9 COMMENTShttp://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]
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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.
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....
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...