Taresh Bhatia

About Taresh

Taresh Bhatia is the Chief Financial Planner at  Advantage Financial Planners LLP where he provides fee-only financial planning advice. He has helped over 266 families plan and organise their financial life so as to move positively towards their financial goals.

Taresh is an expert on financial advice and has over 26+ years of industry experience. He makes you do more with your money and is professionally qualified to do so.

His advice financially empowers you with systematic savings and Goal tracking.

Among his qualifications, he is a CFPCM-CERTIFIED FINANCIAL PLANNER and an MBA from IMI, New Delhi.


Taresh is the Founder and a Partner in M/s. Advantage Financial Planner LLP, a firm registered with SEBI as "Investment Advisor" (RIA). He is also a member of The Financial Planners' Guild, India (FPGI), an association of Practicing Certified Financial Planners.


Taresh is married  and has two children

He loves photography and blogging.

Online Courses

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Contact Address

107 Qutab Plaza, DLF Phase- 1
Gurgaon-122002, Haryana

Phone: +91 124 4502200. +919810144683
Email: taresh@taresh.in

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