CFP® Taresh Bhatia

Welcome. I am CFP® Taresh Bhatia, MBA, Founder of The Richness Academy and an AMFI Registered Mutual Fund Distributor, ARN-85505.

For nearly four decades, I have helped Indian families bring clarity, structure and direction to their financial lives.

This channel is for established professionals, entrepreneurs, business owners, couples and families who may already have investments, insurance, property and financial responsibilities—but still wonder whether everything is working together.

Here, I simplify financial planning, retirement readiness, family financial decisions, money behaviour and financial organisation through practical frameworks and real-life situations.

Clarity before commitment. Structure before products.

Subscribe and begin building a clearer financial roadmap for yourself and your family.

Disclaimer: This content is educational and does not constitute personalised investment advice or securities recommendations.