At the end of this 4 hours epic workshop –

  • You will be able to understand the importance of financial planning.

  • You will understand what is saving and investment.

  • You will understand the concept of Time Value of Management and how to calculate future value of all your goals.

  • You will learn how to identify, select and reject the best investment tool for you amongst the plethora of investment option available today.

  • You will learn how to evaluate, rebalance and realign your investment.

  • How to protect your assets with various kinds of insurance and importance of insurance and priorities of insurance.

  • Learn how to say NO to your friend advice on financial planning.

  • Importance of investing in mutual fund.

Benefits –

Financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future.

Define and quantify your goals as they relate to you and your family.

Determine your properinvestment strategy.

Optimize any savings, pension, and other group benefits.

Create an estate plan to provide for your loved ones before and after you are gone.

Protect your loved ones in various scenarios and situations.

Identify the optimal saving amount for your goals.

Minimize your current and future taxes.

Need more insight – Just in case you need a more detailed insight into how this program helps, watch excerpts of one of such seminar.

Financial Planning for Personal Finance –

To budget, save, and spend monetary resources over time, taking into account various financial risks and future life events.
Whatever your goal, this 4-hours epic workshop will help you in

  • Budgeting – creating a plan to spend your money.

  • Cutting expenses – way to save money on everything else.

  • Saving for emergency - contingency funds in case of emergencies like job loss, medical issues or monetary help to relatives.

  • Child Education & Marriage - step-by-step guide to plan for your child's education and marriage

  • Plan for car and annual vacation.

  • Wealth creation – plan that help you invest systematically thereby creating wealth.

  • Saving for retirement – what are the best ways to save for retirement.

  • Investment advice - provides specialized guidance and assistant for investment in various investment tool

  • Insurance -  provides specialized guidance and assistant for investment in various insurance schemes.


The Richness Masterclass

Spread over 4 hours following 5 modules of this workshop will help you to set financial goals, create a budget that works for you and establish discipline in managing money.

Money Beliefs

Money Tools

Money Goals

Money Taxed

Money After You

What you may miss by not attending this workshop –

  • Making Course Corrections and re aligning saves a lot of money.

  • Correct aligning of all your investments with all your goals.

  • You will learn how to identify and prioritise your goals.

  • Based on unbiased opinion you will be able to avoid unnecessary investments saves money!

  • When to exit and when to shift in-out.

  • Learn how to monitor your investments continuously by expert while you relax!.

Who Should Join?

  • Looking to manage expenditure and savings

  • Planning to secure family financial future

  • Looking to manage growth through personal investment

  • Looking to increase return on investment with less hassles

  • Looking to improve planning of finances

  • Looking to understand the right way to manage finances

Meet Your Coach

Taresh Bhatia is a CFPCM - CERTIFIED FINANCIAL PLANNERCM. He has helped over 300 families plan and organise their financial life to move positively towards their financial goals.

Taresh is an expert on personal financial advice and has over 30 years of industry experience.

He is the Founding Partner of the firm, Advantage Financial Planners LLP- and is registered with SEBI as a "Registered Investment Advisor (RIA). This registration provides the unique opportunity to give unbiased, transparent opinion on investments and a more structured approach to financial planning, risk profiling, disclosures as well as the chance to get well researched professional and trustworthy advice. 

The Success Stories –

Anil Malik

“I have gained knowledge on how to invest in mutual fund and where I can invest.”

Sanjeev Khetrapal

“His knowledge on the subject regarding retirement planning was truly an eye opener for me. And his immense knowledge really guided me.”

Sachin Bhatnagar

“When I met Taresh he explained me how I could get benefits from mutual fund. Now all my financial goals are cleared. ”

Your investment

This workshop will assist you in learning how to overcome the overwhelming obstacles we may face in preparing for our loved ones future.

The sooner you start the sooner you will see the result.

Frequently Asked Questions

For Saturday: Workshop starts promptly at 3:00 p.m. and finish around 7:00 p.m. (given or take a few minutes, depending on the size of the class.
Advantage Financial Planners LLP, 107,1st Floor, Qutab Plaza, DLF Phase-1, Gurgaon-122002. Phone: +91.124.4056398. Near to Sikanderpur metro station.
Google Map:
You can simply park your car at the Qutub Plaza parking lot.
No you don’t have to bring your laptop or tablet. Pens and paper pads will be provided for you if you want to take notes.
There are several payment you can use: through pay you money Credit card (VISA, MasterCard, American Express). Once you paid for the workshop you will receive a auto generated invoice with GST no if provided.
Please don't record the workshops. People often share intimate details of their lives at these events. We can't authorize anyone to record what's being shared in the room. Audio and video recording are still prohibited.
  • A). Four hours of workshop
  • B). Stationery
  • C). Your fee also include GST of 18%, you can claim for input.
  • D). Light snacks
You can not reschedule your enrolment for the workshop.
Your registration is non-refundable, so there are no refunds once purchased. If you sign up, please show up