Taresh Bhatia

Our Core Values

  1. Customer Delight" – almost importance give to customer delight.
  2. Time Bound commitment of customer enquiry.
  3. "Truth-Bigger" Customer Benefits Vs. Our Profits.
  4. Technologically most advance process.

Our Core Competencies

  • Our processes are so simple and technologically advanced
  • Our processes are continuously updated.
  • To be able to "connect" instantly with all people that we meet
  • To be able to build long term professional advise based relationships
  • To be able to build bridges of faith, goodwill and trust leading to confidence building foundations

An Entrepreneur

  • Total Work Experience of 26 years,
  • Currently "CFP";
  • not with a wealth manager who may leave/ change "job" in 6 months…
  • Dedicated Staff with commitment;
  • We are awarded by many companies and attended many annual conferences and seminars every year.

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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