A 4-step roadmap for financial security and richnessAttain financial security and abundance in foreseeable future.
Expert advice on growing your money strategically and in a way that sustains long-term growth.
Rarely shared insights into financial planning
Why people have financial problems? What sets them free?
Hi! I am Taresh. I am a CERTIFIED FINANCIAL PLANNER Pro.
I excel in helping people like you become financially secure and rich. I’m licensed for that. In a nutshell, this is how I can help you.
Benefit #1Realistic assessment
We shall discuss and make a realistic assessment of your current financial situation including investments, tax returns, lifestyle, insurance policies, cash at hand and Future goals.
Benefit #2Future goals assessment
Kids’ education, money for the spouse in your absence, pension fund, health insurance, inflation, depreciation and interest rates, unpredictable expenses, asset acquisition... we will cover all.
Benefit #3Current and future opportunities
This is where your money grows. Recognize the opportunities. Make profitable investments and avoid bad investments. Asset allocation. We strategize your expenses. We reassess and streamline life and health insurance.
Benefit #4Ongoing handholding
Life is full of unpredictable events. Things never work according to plan. This is where, you need someone who can guide you through the chaos and help you avoid the pitfalls and booby traps. I can keep you on the right path. I can stop you from making unsafe financial decisions. I can constantly point you to profitable opportunities. We will grow your finances together.
Don't proceed before watching the video.
I have specially made the video for you so that you have a very clear idea of what I'm going to deliver and what is going to be YOUR commitment in terms of fee, mission-readiness and time. Please remember that this is a journey we are going to take together. You will need to be eager to work with me, pay close attention to what I'm telling you and most importantly, trust me.
In the video I have explained in detail why I'm qualified to give you the advice I will be giving you to make you financially secure and rich. I don't just have an experience of 20 years working in the financial sector, I'm also a licensed financial advisor. SBI charges a hefty fee to renew the license every five years (to the tune of INR 5 lakh) and they have a very strict criteria.
During the years I have spent giving financial advice, I have seen people ruining themselves by taking financial decisions they could have easily avoided under the right guidance. It is just a matter of knowing and not knowing. I can fill the "knowing" gap.
I know how precious your time is. I also value my own time so that I can better spend it serving people like you. The video removes every possible ambiguity. By the time you arrive at the next stage of our interaction, you will have a clear idea of what I will deliver and what you will get for the fee you will be paying me.
Hence, it is very important for you to watch this video.
Financial planning is important for your future
...as well as the future of your
You shouldn't take financial planning lightly. Expenses can be unpredictable. There could be 100% or even more inflation by the time you reach your 60s or 70s. There could be medical expenses you can't even imagine right now. One of your kids may decide to pursue a career that requires you to arrange lots of cash suddenly. In case something happens to you, you don't want to leave your spouse financially dependent on your kids. Uncomfortable, but realistic scenarios. Wouldn't you want to be prepared for them?
Good news is, such financial security is not unattainable. With strategic planning and a concerted effort over a period of 5-10 years can make your post-retirement years joyful, comfortable and financially independent. One simple decision like deciding to work with a financial advisor, can change your future, for better.