Financial Freedom

Upskill or Get Outdated: CFP Skills to Stay Ahead in 2025

Taresh Bhatia - 0
Introduction: Why Standing Still is Falling Behind The world of personal finance is changing faster than ever. In just the past few years, we’ve seen...
Financial Freedom

6 Steps to Financial Clarity: A CFP’s Blueprint for Financial Planning

Taresh Bhatia - 0
Introduction: Why Clarity is the Foundation of Wealth I often meet families who come to me with stacks of investment statements, insurance policies, and tax...

Energy Is Thought in Motion: How Your Mind Creates Your Money, Career, and Life Results

Why You Need a Plan, a Direction, a Saarthi, and Cash Flow Clarity for Financial Freedom

How to Get Financial Fitness in 11 Easy Steps: (Step by Step Guide)

How I Helped My Clients Gain Independence from Their Financial Fears—Across Every Age Group in India

Personal Finance

Personal Finance

The “50% Basic Pay” Rule: How India’s New Labour Codes (Effective Nov 21, 2025) Impact

Taresh Bhatia - 0
Did your November salary suddenly look slimmer… even though your CTC on paper is exactly the same? You’re not alone. From 21 November 2025, India’s new labour...
Personal Finance

How to Make Your Financial Documents Safe in a Digital Locker (An Easy Access Guide For Your Successors)

Taresh Bhatia - 0
Why it matters. How I guide families to do it. What you must do today. The Day That Changed My Perspective Forever I still remember that...

From Redundancy to Resilience: The Three Buckets of Wealth Every 40s Professional Needs

When Life Tests You: Turning Financial Disasters into Opportunities with Optimism

11 Money Principles Every Indian Family Must Know

How to Recover from Financial Losses and Build a Path to Recovery: A 9-Step Guide

THE RICHNESS PRINCIPLES

Personal Finance

The “50% Basic Pay” Rule: How India’s New Labour Codes (Effective Nov 21, 2025) Impact

Taresh Bhatia - 0
Did your November salary suddenly look slimmer… even though your CTC on paper is exactly the same? You’re not alone. From 21 November 2025, India’s new labour...
Investment Basics

Taresh, is now a good time to invest, or should I wait?

Taresh Bhatia - 0
 Indian Equity Markets: Valuations, Trends & What Investors Should Do Now Over the past few months, I’ve been studying multiple valuation models, macroeconomic indicators, and...

How to Avoid Financial Stress: (A Step-by-Step Guide for Salaried Professionals & Homebuyers)

How to Gift Mutual Funds Easily: Step-by-Step Guide for Indian Investors

Own Your Legacy: A Single Woman’s Guide to Wills & Estate Planning in India

How to Make Your Financial Documents Safe in a Digital Locker (An Easy Access Guide For Your Successors)

MUTUAL FUNDS

Mutual Funds & SIPs

How to Gift Mutual Funds Easily: Step-by-Step Guide for Indian Investors

Taresh Bhatia - 0
I still remember a conversation with a long-time client, let’s call him Anil Verma, a 55-year-old senior executive in Gurugram. Anil walked into my office...
Mutual Funds & SIPs

7 Reasons Equity Mutual Funds Beat Real Estate in 2025 (India’s New Tax Era)

Taresh Bhatia - 0
Introduction: The End of a Tax Loophole and a New Investing Landscape For decades, real estate was the go-to investment for Indians – a tangible...

Best Mutual Funds to Invest in 2025 — What Apps Won’t Tell You (From a CFP®)

Real Estate vs Mutual Funds — What’s Smarter: (Buy a Second House or Invest ₹1 Crore)

FDs vs Mutual Funds 2025: Maximise Returns with Smart Allocation

How I Select the Right Mutual Funds for My Clients: A CFP’s Perspective

INSURANCE

RETIREMENT PLANNING

Financial Planning Starting

How to Avoid Financial Stress: (A Step-by-Step Guide for Salaried Professionals & Homebuyers)

Taresh Bhatia - 0
Introduction: The New Face of Financial Stress in India There’s a strange paradox unfolding in India. Our salaries are higher, our lifestyles are better, and yet…...
Financial Planning Starting

My CFP Journey: Empowering Families Through Ethical Financial Planning

Taresh Bhatia - 0
Introduction: From Career to Calling When I look back at my journey as a CFP, I see more than a career — I see a...

Gold: The Shining Investment — Dhanteras & Diwali 2025 Edition

How to Enhance the Likelihood of Achieving Financial Goals by Cultivating Smarter Investment Habits (Top 7 Fundamental Principles)

Master the Six Pillars of Financial Planning: Your Ultimate Guide

How to Empower Your Own Financial Planning: (A Step-by-Step Blueprint for Beginners)

INCOME TAX

Investment Basics

Taresh, is now a good time to invest, or should I wait?

Taresh Bhatia - 0
 Indian Equity Markets: Valuations, Trends & What Investors Should Do Now Over the past few months, I’ve been studying multiple valuation models, macroeconomic indicators, and...
Investment Basics

Living a Life of Greatness: My Journey to Financial Freedom and How You Can Build Yours Too

Taresh Bhatia - 0
Introduction: Why "Greatness" Is Personal I am Taresh Bhatia — CFP, founder of The Richness Academy, and author of The Richness Principles. My journey from...

How I Use Debt Funds to Help Retirees Get a Steady Monthly Income—Without Worrying About Market Volatility

July Investment Outlook: What You Should Know Before Investing This Month

How to Calculate Tax on Equity Capital Gains When It’s Your Only Income in FY 2024-25

What Are the Top Market Update Indicators for June 2025 and Their Top 11 Implications for Mutual Fund Investors?

BOOKS & FILMS

Tools, Templates, Books & Films

How “The Geometry of Wealth” by Brian Portnoy Shapes a Life of Money and Meaning

Taresh Bhatia - 0
Introduction As a financial planner and coach, I often emphasize the importance of accumulating wealth and finding meaning and purpose in our financial journeys. Brian...
Tools, Templates, Books & Films

How to Transform Your Life with Purpose: Lessons from “Mindful Self-Discipline” by Giovanni Dienstmann

Taresh Bhatia - 0
In a world filled with distractions, finding focus and staying disciplined can seem like a daunting challenge. Giovanni Dienstmann's book, "Mindful Self-Discipline: Living with...

Think and Grow Rich by Napoleon Hill

7 Lessons from “The Behavioral Investor” by Daniel Crosby

How to Transform Your Life with Purpose: Lessons from “Mindful Self-Discipline” by Giovanni Dienstmann

How Napoleon Hill’s ‘Success Habits’ Can Transform Your Life

NRI

Personal Finance

The “50% Basic Pay” Rule: How India’s New Labour Codes (Effective Nov 21, 2025) Impact

Taresh Bhatia - 0
Did your November salary suddenly look slimmer… even though your CTC on paper is exactly the same? You’re not alone. From 21 November 2025, India’s new labour...
Investment Basics

Taresh, is now a good time to invest, or should I wait?

Taresh Bhatia - 0
 Indian Equity Markets: Valuations, Trends & What Investors Should Do Now Over the past few months, I’ve been studying multiple valuation models, macroeconomic indicators, and...

How to Avoid Financial Stress: (A Step-by-Step Guide for Salaried Professionals & Homebuyers)

How to Gift Mutual Funds Easily: Step-by-Step Guide for Indian Investors

Own Your Legacy: A Single Woman’s Guide to Wills & Estate Planning in India

How to Make Your Financial Documents Safe in a Digital Locker (An Easy Access Guide For Your Successors)

Stay Connected

16,985FansLike
2,458FollowersFollow
61,453SubscribersSubscribe
- Advertisement -spot_img

Money Thoughts

Economy & Market

Economy & Market

The Quiet Revolution in Mutual Fund Investing (October 2025)

Taresh Bhatia - 0
Introduction: The Market That Rewards Discipline, Not Drama When I meet my clients — from senior executives in Gurugram to newly married couples in Bengaluru...

₹2 Lakh Crore Forgotten Money: Reclaim Lost Bank, Shares & Insurance

India’s Economy and Markets: A Positive Outlook for Mutual Fund Investors

- Advertisement -spot_img
AdvertismentGoogle search engineGoogle search engine

LATEST ARTICLES

123...32Page 1 of 32
- Advertisement -spot_img

Most Popular

Load more

Recent Comments

Amogh on How Your Richness Principles Can Unlock the 9 Types of Wealth
Anand on How Your Richness Principles Can Unlock the 9 Types of Wealth
Anand Kumar on How Your Richness Principles Can Unlock the 9 Types of Wealth

EDITOR PICKS

POPULAR POSTS

POPULAR CATEGORY

ABOUT US

The author of this Blog is Taresh Bhatia, a CERTIFIED FINANCIAL PLANNER PRO who has authored an Amazon best seller-"The Richness Principles".

Contact us: taresh@tareshbhatia.com

FOLLOW US

© All Right Reserved | Taresh Bhatia Blogs.