Wednesday, September 22, 2021
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What your family should know if anything happens to you?​

What your family should know if anything happens to you?​

During the pandemic period, I realised that it is crucial and critical for your family members to know certain financial information.

Not only your spouse but your entire/ or rather the most critical adult members should know this information.

What can be that one document?

This is THE file​: (Download here-This is an Excel file )

With the help and support of my financial fraternity, I have compiled this simple excel for you to use and keep.

Here is an essential part of your financial planning and part of what I call the "Run-AWAY" folder. The ideal way to use the excel file would be to fill it for your family, save it, take a printout of this and fill it for your family. I request you to share it with your spouse and essential family members. You may also transfer the same with us for safekeeping/ our records; If you or your family is not comfortable sharing the file with me, you could request them to share the details with their family.

Your feedback is essential and shall help us to improve further.​


-Taressh Bhatia

(Partner & Principal Officer: Advantage Financial Planners LLP, SEBI Registered Investment Advisor) 🔗 🔗

|Author| Consultant| Speaker| Coach| Financial Freedom Specialist| CERTIFIED FINANCIAL PLANNER|

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 CERTIFIED FINANCIAL PLANNER CM and CFPCM are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Board India is the marks licensing authority for the CFPCM marks in India, through an agreement with FPSB.
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

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