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Upskill or Get Outdated: CFP Skills to Stay Ahead in 2025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

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

Taresh Bhatia - 0
At 45, life often feels settled for a mid-career professional in India. A steady corporate job brings a sense of security. You might have...
Personal Finance

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

Taresh Bhatia - 0
Introduction: Why Optimism is the Real Currency of Financial Freedom I often say this in my sessions at The Richness Academy: An optimistic person sees an...

11 Money Principles Every Indian Family Must Know

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

How to Prepare a Living Will as a Couple?

How Do the Affluent Indians Save and Invest to Be Rich, Wealthy, and Wise? Learn the Top 11 Habits to Meet the Financial Goals

THE RICHNESS PRINCIPLES

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Upskill or Get Outdated: CFP Skills to Stay Ahead in 2025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

Gold: The Shining Investment — Dhanteras & Diwali 2025 Edition

Taresh Bhatia - 0
Introduction This article index ✅ Cultural opening + Dhanteras context ✅ All investment options with pros / cons ✅ GST on buying gold ✅ Income-tax rules on selling +...

Integrity in Action: How CFP Ethics Build Client Trust

The Quiet Revolution in Mutual Fund Investing (October 2025)

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

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

MUTUAL FUNDS

INSURANCE

RETIREMENT PLANNING

Financial Planning Starting

Gold: The Shining Investment — Dhanteras & Diwali 2025 Edition

Taresh Bhatia - 0
Introduction This article index ✅ Cultural opening + Dhanteras context ✅ All investment options with pros / cons ✅ GST on buying gold ✅ Income-tax rules on selling +...
Financial Planning Starting

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

Taresh Bhatia - 0
I have spent over three decades sitting across kitchen tables, office desks, and now Zoom calls with Indian professionals, families, and entrepreneurs. Almost everyone...

Master the Six Pillars of Financial Planning: Your Ultimate Guide

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

How to Stop Procrastinating While Planning Finances: 7-Step Guide

How the Rich Build a Joyful, Guilt-Free Relationship with Their Expenses: A 7-Step Indian Guide

INCOME TAX

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...
Investment Basics

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

Taresh Bhatia - 0
I Recently Met a Retired Client Who Needed a Reliable Monthly Income—Here’s What I Suggested As a CERTIFIED FINANCIAL PLANNER™, I often meet retirees or...

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?

How Does the RBI Rate Cut Help 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

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 Planning Starting

Gold: The Shining Investment — Dhanteras & Diwali 2025 Edition

Taresh Bhatia - 0
Introduction This article index ✅ Cultural opening + Dhanteras context ✅ All investment options with pros / cons ✅ GST on buying gold ✅ Income-tax rules on selling +...

Integrity in Action: How CFP Ethics Build Client Trust

The Quiet Revolution in Mutual Fund Investing (October 2025)

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

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

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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

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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

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