Taressh Bhatia's Contact Details

Taressh Bhatia's Company Details

Advantage Financial Planners LLP

, Haryana, India • 1 - 10 Employees
Financial Services

Advantage Financial Planners LLP is registered with Government Of India with the Ministry of Company Affairs as a partnership firm.The firm is is registered with SEBI (The Securities and Exchange Board of India) as "Registered Investment Advisors (RIA) under the SEBI (Investment Advisers) Regulations, 2013 The Firm is managed by the founder and its Partner, Taresh Bhatia who is an experienced, qualified and professional in the field of financial planning. Certified by Financial Planning Standards Board Ltd. (FPSB Ltd.) as CFP (CERTIFIED FINANCIAL PLANNERCM) The CFPCM marks are designed to readily identify CFPCM professional to the public and to clearly distinguish between CFPCM professional and other Financial Planners. They are international marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB Ltd.). Financial Planning Standards Board India is the marks licensing authority for the CFPCMmarks in India, through agreement with FPSB Ltd..The firm provides financial planning advisory services from its office in Gurgaon, India. With over 250 families benefits over the years, the company speclizes in investment planning, retirement planning, tax planning, personal financial planning and wealth management.To make financial dreams come true, get advice from a CFP (CERTIFIED FINANCIAL PLANNERCM) so that you get comprehensive financial planning. registration with SEBI as "Registered Investment Advisors (RIA) brings more formal approach, risk profiling, disclosures and transparency. While firm is a fee based investment advisor, this brings you the opportunity to get unbiased, researched, trustworthy, transparent and professional advice.