Taresh Bhatia - Certified Financial Planner (CFP) Distributors
Member since May 21, 2025
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About Me
Taresh Bhatia offers expert financial planning, investment advice, and wealth management services in Gurgaon. Secure your future with personalized financial solutions. Visit now!
About Work Experience
Over three and a half decades, I’ve guided over 10,100 individuals and families, helping them sculpt their financial strategies. From money strategies and comprehensive insurance to tax planning, investment wisdom to wealth building. From crafting wills to estate planning – I have covered it all.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
Certified Financial Planner (CFP)
Financial Education Providers
Consumer Finance
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Taresh
Taresh Bhatia, 107, Qutab Plaza, DLF Phase-1, Guru,
Qutab Institutional Area,
Gurgaon,
Haryana,
LICENSE
|
Certified Financial Planner (CFP) -
FPSBI No.
123456789h - Validity -
31-12-2050
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