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Protected: Starting Financial Planning-0 Basic Concept by Taresh Bhatia (AdvantageFP)

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]

ultimate money books giveaway

The Taresh Bhatia Ultimate Giveaway- Win over Top Ten Free books! Taresh is giving away his five favourite books. Here’s how you can get them...

Why Financial Planning

Why Financial Planning? Financial planning is a need or a want? Do you need it? Is it essential for everyone who earns money and has goals? To know...
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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...