We believe that financial planning consist of the top seven goals which should all be aligned together with your risk profile and time horizon like

Investor Charter

Refer our Investor Charter, as prescribed by SEBI. It contains details of service provided, Investor's rights, dos and don’ts, responsibilities, etc. Click here to know more.

Investor Complaints

Investor Complaints Refer the disclosure of Investor Complaints, as prescribed by SEBI. It contains details of grievance redressal on monthly basis – updated trackers. Click here to know more

Life Security

Children's Edu/Marriage

Contingency Fund

Health(Critical illness/Accident)

Retire/Wealth Creation

Assets(Home/Car/Holidays)

Will/Estate Planning

Welcome to Advantage Financial Planners LLP

Our Vision

Our Vision is to offer unique financial planning opportunities, to individuals, by assisting them, in accomplishing their financial goals and dreams, in a systematic and efficient approach, leading transformed Planned Finance for Life.

Our Mission

Based on research, analysis, technologies and software, Our Mission is to provide comprehensive financial planning for individuals, with the whole process driven on systems thereby developing such unique processes that can be controlled, monitored and evaluated by us independently, thus making us self-reliant, with over 1000 clients, by 2028.

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Taresh Bhatia

CEO & Founder
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Happy Clients

150

Workshop Conducted

10

AUM(in Crore ₹)

WHY CHOOSE US

WHY CHOOSE US

WHAT WE DO

WHAT WE DO

CHOOSE YOUR SERVICES

CHOOSE YOUR SERVICES

Certification
Worldwide, in most of the developed countries, there is a “board”. Originating from the USA, the Financial Standard Board of India
Registration
CFPCM Certification is the highest level of Certification worldwide in the field of Personal Financial Planning. It is the most
USP significance
Working in areas where our expertise, knowledge, skills, attitude brings us progress. With a focus on offering unbiased and
Financial Planning
What are the key Value proposition that a financial advisor can provide? While an INVESTMENT ADVISOR can offer
Implementation Assistance
After completing the initial comprehensive financial planning process
Financial Coaching
Financial planning is a need or a want? Do you need it? Is it essential for everyone who earns money and has goals?
Wellbeing Camp
Financial Wellbeing Camps are a 2 Hour free consumer education programs by personal finance professionals
Working Professional
Senior Citizen
Entrepreneur

Start Financial Planning

Hi my name is Taresh Bhatia and I’m a certified financial planner

Hi my name is Taresh Bhatia and I’m a certified financial planner

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Documentation

Documents that are necessary for us all information will be

Documents that are necessary for us all information will be

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First Feedback Form

Click on Read more button to proceed to First Feedback Form

Click on Read more button to proceed to First Feedback Form

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Watch Videos

Please watch the videos by click Read More

Please watch the videos by click Read More

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Words From Customer







WATCH OUR LATEST VIDEOS



Starting Financial Planning-0 Basic Concept by Taresh Bhatia (AdvantageFP)
Choose Your Services Senior Citizen Planning to Retire
Starting Financial Planning-1: Starting Steps by Taresh Bhatia (AdvantageFP)
Starting Financial Planning-7: Sample Financial Plan by Taresh Bhatia (AdvantageFP)