Taresh Bhatia
Best Financial Planner in Gurgaon
Are you looking for a trusted financial planner in Gurgaon to secure your financial future? Taresh Bhatia offers personalized financial planning services to help you achieve your long-term wealth goals. With years of expertise in investment planning, retirement strategies, tax optimization, and wealth management, Taresh provides tailored solutions for individuals and businesses.
Taresh Bhatia is a SEBI Registered Investment Advisor (RIA) and Certified Financial Planner (CFP) with over 15 years of experience in wealth management. His client-centric approach ensures unbiased, transparent, and goal-focused financial advice.
Why Choose Taresh Bhatia as Your Financial Planner?
? Independent & Conflict-Free Advice – No commissions, only fee-based financial planning.
? Holistic Financial Solutions – Covers investments, insurance, retirement, and tax planning.
? Personalized Wealth Management – Custom strategies based on risk profile and financial objectives.
? Regulated & Trusted – SEBI-registered for ethical and compliant advisory services.
Key Financial Planning Services in Gurgaon
Goal-Based Financial Planning (Child’s education, retirement, home purchase)
Investment Advisory (Mutual funds, stocks, bonds, and portfolio management)
Retirement Planning (Structured savings for a stress-free retirement)
Tax Optimization Strategies (Tax-efficient investments under Sec 80C, LTCG, etc.)
Insurance Planning (Adequate life, health, and term coverage)
? Location: Gurgaon, Haryana
? Contact: [Details from website]
? Website: https://tareshbhatia.com/financial-planner-gurgaon/
