The Advantage First Feedback Process

To make financial planning easy for you, here is a simple questionnaire. Please do fill in this and “submit” online. Do allow us to help you understand money better. Rest assured, this is totally confidential and comes directly to me only. WE protect your information under the NDA clause given on our website. This is essential for us to understand how, what and why of basics of your need for financial planning.

In order to construct your Mini Financial Plan please click below button and simply put in your details and submit.

Note/ Disclaimer: We are asking you the above information for our understanding only. This information is strictly confiential and is not viewed or shared by me with anyone, except me.
However to give you this Non Disclosure Agreement in detail, you can ask for specific agreement with your name or visit our site for checking out the terms before you start
Trust and confidence omes together, Be assured of strict confidentiality of the above information that you are sharing with me today-Taresh Bhatia
* Mandatory.
Thank you for your time.
Please note, this is the initial information sheet and there would be a more detailed client data sheet, which would encompass your financial goals in detail.
Please note, this information will be kept confidential with us.

Taresh Bhatia Certified Financial Planner
Partner Advantage Financial Planner LLP
On boarding of a new client, is at the sole discretion of Advantage Finacial Planner LLP


I have gained knowledge on how to invest in mutual fund and where I can invest.

His knowledge on the subject regarding retirement planning was truly an eye opener for me. And his immense knowledge really guided me.

When I met Taresh he explained me how I could get benefits from mutual fund. Now all my financial goals are cleared.