A Proven Financial Planning Framework Used by 10,000+ Indian Families

Ideal for working professionals, entrepreneurs, young couples, single parents and retirees who earn well but want clarity, structure and direction for their money.
“Perfect if you’re planning long-term goals or managing family decisions.

I’m Taresh Bhatia, CFP®, India’s leading Financial Planning Coach for Families. In this exclusive 90-minute live masterclass,I’ll guide you through the proven framework that helps families gain clarity, control, and confidence with their money — so money becomes your biggest strength, not your biggest stress.
“My work focuses on education, structure, and decision clarity — not selling financial products.”

This is a financial education and awareness session. No personalised financial advice or product recommendations are provided.

Date

18th Jan 2026

Time

07:30 PM IST

Duration

90 Minutes

Only ₹99

₹1999

Includes multiple learning resources
(worth ₹7,499 when bundled separately)

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What You’ll Learn Inside the Financial Planning Masterclass

Imagine viewing your finances through absolute clarity — knowing exactly where every rupee goes, understand how families make long-term financial decisions  and how to align money with your dreams. This isn’t about quick fixes; it’s about lasting financial confidence for your entire family.
 You’ll discover how to 👇

✅ Build your Family Financial Plan in 6 simple steps
✅ Avoid the 7 costly mistakes most families make
✅ Balance goals like education, home buying & retirement without stress
✅ Apply The 3 Secrets of Financial Clarity for clarity and momentum
✅ Create a monthly review habit that keeps you on track

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The 3 Strategic Foundations You’ll Discover

Secrets Section
Secret #1
The Right Mindset
Develop clarity, discipline, and a constructive relationship with money.
Secret #2
Useful Financial Skills
Learn practical skills for planning, saving, and investing with confidence.
Secret #3
Better Tools & Systems
Explore simple tools that help you track, manage, and review your finances more effectively.

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Who This Masterclass Is For

  • Working professionals who earn well and want clarity and structure in their financial decisions
  • Families and couples planning shared goals such as home buying, education, and long-term stability
  • Individuals preparing for retirement or planning the next phase of their financial life
  • People handling high-responsibility careers who want a structured approach to personal finances
  • Individuals who feel their finances are scattered and want a clear, organised framework
  • Anyone seeking a simple, step-by-step understanding of financial planning without complexity

Learn how to evaluate financial decisions calmly — even when markets or life situations change.

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Includes multiple learning resources
(worth ₹7,499 when bundled separately)

🎁

E-Book – 10 Personal Finance Rules

Practical rules to start building financial discipline.

🎁

E-Book – 10 Steps to Financial Freedom

A step-by-step path to improve cash flow and savings.

🎁

9 Master Calculators for Wealth Planning

Easy-to-use calculators for goals, SIPs, and retirement.

🎁

Financial Freedom Checklist (1-Page Worksheet)

A compact worksheet to track your key financial actions.

🎁

Wealth Creation Proposal Sample Plan by Taresh Bhatia

A sample proposal showing how to structure a long-term plan.

🎁

Retirement Ideas Free E-Book

Creative retirement income and lifestyle strategies.

🎁

The Richness Principles – 3 Free Chapters

Preview key chapters to start your mindset shift.

🎁

Access to The Richness Academy App

Get app access plus Optional Clarity Call (no personalised financial advice) This session provides general education only..

“For participants who wish to continue their learning journey, this masterclass also introduces the structured learning pathways of The Richness Academy — starting with the L1 Silver Membership, designed for building strong financial foundations through education and clarity.”

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Families Who Transformed Their Finances

These real stories show how The Richness Principles™ have helped families achieve clarity, confidence, and financial control.

Sunil Lalla

Senior Corporate Leader

“Taresh’s Blueprint gave me a level of clarity I didn’t have earlier. The Discovery Course helped me reflect on my long-held beliefs around money and understand them more objectively. I feel far more organised and confident in the way I look at my financial decisions today.”

Sanjeev Saini

Senior Media Professional

“The Richness Principles Blueprint helped me understand my financial patterns and make decisions more thoughtfully. Taresh’s guidance encouraged me to explore my mindset around money and build healthier habits. It brought a new sense of structure to how I manage my finances.”

Col Munish Bhanot

Ex Indian Army

“Taresh’s courses gave me a clear and practical way to organise my financial thinking. The frameworks he shared helped me plan with more confidence and reduce the confusion I previously felt. It has added a sense of calm and clarity to my post-retirement planning.”

Sachin Bhatnagar

Ex-Indian Air Force

“The program helped me understand my financial mindset better and develop a more structured approach to planning. Taresh’s step-by-step methods made it easier for me to navigate important decisions during my transition to civilian life. I now feel more informed and deliberate in the way I plan for the future.”

These are individual learning experiences. No financial outcomes are guaranteed. Testimonials reflect personal learning experiences.

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Meet Your Host – CFP® Taresh Bhatia

My mission is to help Indian families make values-based financial choices that lead to a rich, stable, and fulfilled life.

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As a CERTIFIED FINANCIAL PLANNER®, Founder of The Richness Academy™, and author of the Amazon bestseller The Richness Principles, I’ve spent 37 years helping families gain clarity, confidence, and control over their money.

Qualifications:

• CFP® – CERTIFIED FINANCIAL PLANNER (FPSB)
• MBA – IMI, New Delhi
• Registered Mutual Fund Distributor (AMFI)
• IRDA Certified Insurance Advisor

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Frequently Asked Questions

All your questions answered.

Is this a sales pitch?
No. This session is purely educational and focuses on financial awareness, not selling any products or services.
No. The masterclass does not provide personalised investment advice or recommend any financial products.
Yes. It complements professional advice by helping you understand the broader framework of financial planning.
No, please watch this webinar live as no recording can be made available.
You’ll receive follow-up resources and an introduction to optional learning pathways for continued financial education.

Ready to Plan your Family’s Future with Clarity.?

Take your first step toward clarity, confidence, and control.

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Disclaimer: This masterclass is for educational purposes only and does not provide personalised financial, investment, tax, or legal advice. No financial results are guaranteed. All decisions regarding savings, insurance, and investments are your responsibility. Your data is used securely as per our Privacy Policy.
“This session does not replace personalised financial advice.”

Introductory Price: ₹99/-

(Regular price ₹1999)

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