Best Financial Planner in Gurgaon- Taresh Bhatia

Taresh Bhatia, your trusted financial planner & wealth advisor in Gurgaon. With years of expertise in financial planning, investment management, and tax optimization, we help individuals and businesses achieve financial security and growth.
By: Taresh Bhatia
 
GURUGRAM, India - June 11, 2025 - PRLog -- 1. What is a normal fee for a financial planner?
The fee for a financial planner can vary based on their experience, services offered, and the complexity of your financial situation. Generally, financial planners charge in one of these ways:
  • Percentage of Assets Under Management (AUM): Typically, 0.5% to 2% per year if they manage your investments.
  • Commission-Based: Some planners earn via product sales (e.g., mutual funds, insurance), but a fee-only planner (like me) avoids conflicts of interest by charging transparent fees.
2. Is it worth paying for a financial planner?

Absolutely—if you value time, expertise, and peace of mind. A skilled financial planner does more than pick investments; they help you:

Avoid costly mistakes (like overpaying taxes or underinsured risks).
Create a roadmap for goals (retirement, education, wealth creation).
Stay disciplined emotions often derail financial success.

3. How do I choose a good financial planner?

Selecting the right planner is critical. Look for:
  1. Credentials: Certified Financial Planner (CFP) ensures rigorous training and ethics.
  2. Transparency: Fee-only planners (like me) avoid commission biases.
  3. Alignment: Do they listen and tailor strategies to your goals?
  4. Track Record: Client testimonials and case studies (check mine at tareshbhatia.com).
I combine financial expertise (CFP, MBA) with behavioural coaching (NLP) to help clients stick to their plans—because money success is 20% math, 80% mindset.

4. Can a financial planner help me get out of debt?

Yes! Debt isn't just about numbers—it's about habits, cash flow, and strategy. As someone who's helped families break free from debt traps, I focus on:

5. Is It a Good Idea to Hire a Financial Planner?

Hiring a financial planner is one of the smartest investments you can make—if you value long-term wealth over short-term savings. Here's why:

You Save More Than You Spend – A planner helps optimize taxes, investments, and expenses, often uncovering hidden savings that far outweigh their fee.
Avoid Costly Mistakes – Without guidance, people chase trends, panic-sell, or underinsure themselves, losing lakhs over time.
Achieve Goals Faster – Whether it's retirement, buying a home, or debt freedom, a structured plan removes guesswork.
Peace of Mind – Money stress affects health, relationships, and productivity. A planner acts as your financial coach, keeping you on track.

My clients—from young earners to seasoned investors—see the difference: They don't just "manage money"; they build freedom.

The real question is: Can you afford not to hire one? **

Hire Best Financial Planner in Gurgaon on https://tareshbhatia.com/financial-planner-gurgaon/

Contact
Taresh Bhatia
***@taresh.in
9810144683
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Source:Taresh Bhatia
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Tags:Financial Planner
Industry:Financial
Location:Gurugram - Haryana - India
Subject:Features
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