Blog - Taresh Bhatia

Retirement Planning

What are the 10 Essential Tips for Writing a Will

Taresh Bhatia - July 26, 2024

Income Tax

What the Union Budget 2024-25 Means for Salaried Employees, Mutual Fund Investors, Retirees, and the Common Man: Key Takeaways and Action Plan by Taresh...

Mutual Funds

How to Master Mutual Fund Investments: Key Strategies for Platforms, Statements, KYC, CAS, and More

Financial Freedom

What It Takes to Be Free: Embracing Financial Independence and Personal Growth

Financial Freedom

What It Takes to Be Free: Embracing Financial Independence and Personal Growth

Taresh Bhatia - July 22, 2024 0

In our pursuit of happiness and fulfillment, the concept of freedom often takes center stage. Freedom, however, is not merely about the absence of...

Financial Freedom

How SIP Ensures Long-Term Wealth Creation: A Strategic Approach to Financial Security

Taresh Bhatia - July 19, 2024 0

Introduction Investing wisely is pivotal to achieving financial security and realizing long-term financial goals. Amid various investment strategies, the Systematic Investment Plan (SIP) has emerged...

How to Secure Financial Independence and Growth in Marriage: Insights from Sunita Mehra’s Journey

July 15, 2024

How to Achieve the 7 Levels of Financial Freedom: A Comprehensive Guide

July 11, 2024

How to Create Your “Runaway Folders” to Keep All Your Important Documents?

June 20, 2024

What 9 Priorities Working Women Need to Have Financial Preparation Before Pregnancy and Being Financially Free

May 29, 2024

Personal Finance

How Taresh Bhatia Exemplifies the Excellence of CFP® Certification Globally

Taresh Bhatia - July 16, 2024 0

Understanding the Value of CFP® Certification: Embracing the Benefits and Privileges The CERTIFIED FINANCIAL PLANNER® credential, recognized globally as the pinnacle of professional excellence in...

Personal Finance

Why Financially Overindulging Your Children is Detrimental to Both Parents and Children

Taresh Bhatia - July 13, 2024 0

As a CERTIFIED FINANCIAL PLANNER and a Coach at the Richness Academy, I have observed an increasing trend among parents to over-indulge their children,...

How My CFP Certification Renewal Elevates My Professional Skills and Confidence in Financial Planning

May 22, 2024

How to Overcome Recency Bias in Investing: Strategies for Long-Term Success

May 13, 2024

How to Navigate the Road to Financial Success: With The Power of Professional Guidance

May 6, 2024

Why Starting Early is Key to Unlocking the Power of Compounding for Wealth Growth

April 22, 2024

THE RICHNESS PRINCIPLES

The Richness Principles

Why “How to Get Rich” by Felix Dennis is a Must-Read for Aspiring Entrepreneurs

Taresh Bhatia - June 5, 2024 0

In my journey as a financial planner and coach at the Richness Academy, I've come across countless books on wealth creation. Few, however, have...

The Richness Principles

How Indian Business Tycoons Redefine Richness Beyond Wealth in the Top 5 ways

Taresh Bhatia - May 24, 2024 0

Unveiling the Richness Principles of Mukesh Ambani and Ratan Tata: A Positive Example Introduction: In the realm of finance and entrepreneurship, few names resonate as strongly...

Why Your Mindset Matters: Unlocking Financial Abundance with 7 Lessons from “Breaking The Habit of Being Yourself” by Joe Dispenza

May 8, 2024

How to Get Rich in 9 Easy Steps

March 22, 2024

MUTUAL FUNDS

Mutual Funds

How to Master Mutual Fund Investments: Key Strategies for Platforms, Statements, KYC, CAS, and More

Taresh Bhatia - July 23, 2024 0

Investing in mutual funds is a powerful way to grow your wealth over time, but it requires a good understanding of the intricacies involved....

Mutual Funds

What Are Balanced Advantage Funds and How Can They Benefit Your Portfolio?

Taresh Bhatia - July 10, 2024 0

Introduction Balanced Advantage Funds (BAFs) are often lauded as ‘go anywhere’ funds, and for a good reason. These funds offer investors the flexibility to stay...

How Mutual Funds are Like a Swiss Knife: Versatile Tools for Every Investor

July 9, 2024

Why Understanding RBI’s Latest Report Can Help You Make Better Mutual Fund Investments

July 3, 2024

How to Get a Monthly Income Plan by Investing in Mutual Funds Using SWP (Systematic Withdrawal Plan)

June 29, 2024

How to Maximize Your Wealth: A Comprehensive Guide to Systematic Investment Plans (SIP) with Increasing Amounts Yearly

June 21, 2024

INSURANCE

Insurance

How the Recent IRDA Changes in Health Insurance Ensure Financial Freedom for All

Taresh Bhatia - July 12, 2024 0

Navigating the complexities of health insurance is a critical component of achieving financial freedom. The recent changes announced by the Insurance Regulatory and Development...

Insurance

How Accident Insurance Ensured Financial Stability in Real Indian Stories: Financial Resilience Unveiled

Taresh Bhatia - March 27, 2024 0

In a world filled with uncertainties, safeguarding oneself against unexpected events is not just a precaution; it's a necessity. One such crucial aspect of...

RETIREMENT PLANNING

Retirement Planning

What are the 10 Essential Tips for Writing a Will

Taresh Bhatia - July 26, 2024 0

Estate planning is not just a legal process but a meaningful and everlasting gift you can give your family. It is a way to...

Retirement Planning

How to Achieve a Peaceful and Relaxed Retired Life

Taresh Bhatia - July 11, 2024 0

Retirement planning is a journey that begins long before you retire and continues well into your golden years. It involves several phases, each with...

How Indians Can Achieve Financial Stability in Retirement: Learn from Taresh Bhatia’s Research Findings

June 29, 2024

How SWP Can Unlock Retirement Riches: Wisdom from Taresh Bhatia, Financial Maestro

May 20, 2024

How to Write a Will: Unveiling the 5 Vital Steps

March 5, 2024

INCOME TAX

Income Tax

What the Union Budget 2024-25 Means for Salaried Employees, Mutual Fund Investors, Retirees, and the Common Man: Key Takeaways and Action Plan by Taresh...

Taresh Bhatia - July 24, 2024 0

Introduction to the Article The Union Budget 2024-25 has brought several significant changes that directly impact salaried employees. From enhanced contributions to the National Pension...

Income Tax

How to Save Long-Term Capital Gain Tax under Section 54EC

Taresh Bhatia - July 20, 2024 0

Introduction Investing to save on long-term capital gains (LTCG) tax is a crucial aspect of financial planning. In India, the Income Tax Act offers various...

How can a Comprehensive Guide to Income Tax in India help in Planning taxes Prudently?

June 26, 2024

Capital Gains in India for FY 2023-24

June 21, 2024

How can a Step-by-Step Guide for Individual Income Taxpayers Help to Plan and File Income Tax Returns

June 21, 2024

How can a 21 Point Checklist help Salaried Employee in India Before 31st March

March 29, 2024

BOOKS & FILMS

Books & Films

The Golden Betrayal-A Short Story by Taresh Bhatia

Taresh Bhatia - July 17, 2024 0

In the heart of Gurugram, amidst the towering skyscrapers and bustling corporate offices, lies a tale woven with passion, deceit, and the lure of...

Books & Films

How Understanding Personality Types Enhances Financial Planning Success By Taresh Bhatia CFP

Taresh Bhatia - June 29, 2024 0

Introduction: Navigating the Spectrum of Personality in Financial Planning In the dynamic realm of financial planning, success hinges not only on sound investment strategies and...

How to Achieve Richness and Wisdom: Lessons from “Think Like a Monk” by Jay Shetty

June 28, 2024

How Minds Change: 7 Lessons on Belief, Opinion, and Persuasion from David McRaney”

June 24, 2024

Unlocking the Secrets of “The Alchemist” by Paulo Coelho: A Personal Journey to Self-Discovery

June 21, 2024

What “Mind over Money” Teaches About Behavioral Economics for Financial Wisdom and Richness

June 19, 2024

NRI

Empowering NRI Investors: Proven Guidelines for Investing in India

Taresh Bhatia - March 10, 2024 0

Are you looking for the following questions? What is My NRI Status and How Does it Impact My Investments? Regulatory Requirements for Investing in Indian Mutual...