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Taresh Bhatia, CFP explains how he does Financial Planning for his clients. Some myths get cleared when you are considering a Financial Planner and a SEBI Registered Investment Advisor (RIA). 9 mins video explains all.Call +919810144683 for more info or send email to [email protected]
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...