advantagefp
| Forum role | Member since | Last activity | Topics created | Replies created |
|---|---|---|---|---|
| Member | Feb 17, 2014 (12 years) |
- | 0 | 2 |
- Forum role
- Member
- Member since
Feb 17, 2014 (12 years)
- Last activity
- -
- Topics created
- 0
- Replies created
- 2
Bio
Taresh Bhatia is CFPCM-CERTIFIED FINANCIAL PLANNERCM.
Taresh has three decades of industry experience in the industry and has helped over 350 families plan & organize their financial life.
Taresh advises individuals on achieving their financial goals, based on their risk profile, time horizon, investments done, income- expenses, family.
He has an MBA from IMI Institute in New Delhi.
He is the Founder and Partner of the firm, Advantage Financial Planners LLP- and is registered with SEBI as a "Registered Investment Advisor (RIA).