I have been associated with Taresh over the last 5 years. Taresh introduced me to goal based financial planning and deciding the financial instrument based on the tenure and risk assessment. In summary I can say that this association has made me more financially prudent and increased my confidence and reduced my anxiety on my financial future. Thanks Taresh

One of the best financial advisors. He handled my money extremely carefully and kept updating me and advising me proactively on all current as well as new Investments. Highly recommended!

Taresh Made Financial planning simple for us. Thanks for his advice, our investments are growing and we are secured about our children/s future.

Taresh has been my financial planner for over a decade now. When I met him, I was clueless about the methods, objectives and tools for financial planning. Gradually, I understood some key aspects of financial planning; for example, the difference between savings and wealth creation, prioritising health and emergencies, the tools available and most importantly my own risk appetite towards investments. Taresh evaluated all necessary data points and built a plan, which we continue to review periodically to meet the dynamic requirements of life. Today, my fundamental discipline towards finances, contingency planning and mapping of savings to important goals in life keeps me in a contented space with regard to finances

I am associated with Taresh Bhatia since 2018. He’s my Financial Advisor and a mentor. He’s managing my retirement corpus and other investments, giving me an outstanding return, much more that what have thought about! Also, He’s my guide and mentor in all aspects, including asset management and all insurance matters too. He is dependable and trust worthy-

From financial chaos in 2018 to clarity, this app transformed my money management. Tracking expenses, setting smart goals, and personalized insights helped me save more, invest wisely, and finally feel in control of my financial future. It's like having a financial coach in my pocket