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.
320
Happy Clients
150
Workshop Conducted
10
AUM(in Crore ₹)
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
NRI
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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Documents that are necessary for us all information will be
Documents that are necessary for us all information will be
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