Advantage Financial Planners is a SEBI registered investment adviser firm that offers clients unbiased, transparent opinion on investments, and a more structured approach to financial planning, risk profiling and disclosures. Being a fee-based advisory firm, it gives clients the the chance to get well researched professional and trustworthy advice.
The firm is led by Taresh Bhatia, a Certified Financial Planner with over 30 years of industry experience. Taresh has helped over 1000 families plan and organises their financial life to move positively towards their financial goals.
Advantage Financial Planners provides financial planning advisory services from its office in Gurgaon, India. The firm specializes in investment planning, retirement planning, tax planning, personal financial planning and wealth management.
This profile has been taken from the SEBI Website directly. SEBI is the regulator of the Securities Market in India and the issuing authority of the Registered Investment Adviser License in India. Licensed Adviser has not verified this profile or the adviser. In case of incorrect information or any unpleasant experience, Licensed Adviser will not be held responsible.
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By Taresh Bhatia A lot of my clients ask me about the process of financial planning. Some of my clients ... Read More
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