Chief Financial Planner
He is the Founding Partner of the firm, Advantage Financial Planners LLP- and is registered with SEBI as a “Registered Investment Advisor (RIA).
Taresh has helped over 300 families plan and organises their financial life to move positively towards their financial goals. Taresh is an expert on personal financial advice and has over 30 years of industry experience.
He is also a member of the Financial Planners’ Guild, India (FPGI), an association of Practicing Certified Financial Planners.
She had a successful corporate career going as a Business Head in one of the leading companies of the country. Handling all the operations aspects of the firm, she has set-up the company to balance the tough line of being principled and being profitable to survive.