Taresh Bhatia

Taresh Bhatia is a CERTIFIED FINANCIAL PLANNER (CFP®), AMFI-registered distributor, author, and Financial Freedom Specialist based in Gurgaon. With over three and a half decades of experience, he has guided more than 10,000 individuals and families in shaping their financial strategies—covering everything from investments, insurance, and tax planning to retirement, estate planning, and wealth preservation.

His journey into personal finance was shaped by early financial adversities, which inspired him to decode the principles of financial liberation. Today, Taresh combines global exposure, advanced learning—including an MBA, NLP coaching, and extensive research—with practical insights to deliver holistic financial guidance. His bestselling book, “The Richness Principles”, reflects his mission to transform financial destinies and empower people to achieve financial freedom.

As the founder of The Richness Academy, Taresh integrates wisdom, strategy, and execution into a seamless financial planning approach. He specializes in aligning personal and professional goals, helping clients navigate complex areas such as asset allocation, executive compensation, and intergenerational wealth transfer. With a strong belief in empowering individuals with knowledge, tools, and disciplined strategies, Taresh continues to inspire confidence and clarity on the path to financial well-being.