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.
“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
15th Feb 2026
Time
07:30 PM IST
Duration
90 Minutes
FREE
₹1999
Includes multiple learning resources
(worth ₹7,499 when bundled separately)
As Featured In :
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
The 3 Strategic Foundations You’ll Discover
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.
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..
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
Sanjeev Saini
Senior Media Professional
Col Munish Bhanot
Ex Indian Army
Sachin Bhatnagar
Ex-Indian Air Force
These are individual learning experiences. No financial outcomes are guaranteed. Testimonials reflect personal learning experiences.
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.
Qualifications:
• CFP® – CERTIFIED FINANCIAL PLANNER (FPSB)
• MBA – IMI, New Delhi
• Registered Mutual Fund Distributor (AMFI)
• IRDA Certified Insurance Advisor
Design a Structured Financial Life
With Clarity & Confidence
Takes less than 30 seconds • No payment required
Meet Your Host – CFP® Taresh Bhatia
My mission is to help Indian families make structured, value-based financial decisions that lead to clarity, confidence, and long-term stability.
As a CERTIFIED FINANCIAL PLANNER®, Founder of The Richness Academy™, and author of The Richness Principles, I have spent over 37 years helping families gain control and visibility over their financial lives.
Qualifications:
- CFP® – CERTIFIED FINANCIAL PLANNER (FPSB)
- MBA – IMI, New Delhi
- Registered Mutual Fund Distributor (AMFI)
- IRDA Certified Insurance Advisor
Live on Zoom • 90 Minutes • Interactive Session
Salaried Professionals
Individuals earning well but seeking structured clarity before making long-term financial decisions.
Individuals Planning Retirement
Those who want to organise money, protection, and goals before committing to retirement strategies.
Families Seeking Clarity
Families looking to align savings, insurance, investments, and life goals into one clear structure.
Business Owners
Entrepreneurs planning structured long-term visibility and disciplined financial decision-making.
Financial planning is not about chasing returns.
It is about organising money, time, protection, and goals into a clear structure.
Ready to Plan your Family’s Future with Clarity.?
Take your first step toward clarity, confidence, and control.
All your questions answered.
Is this a sales pitch?
Will I receive any investment or product recommendations?
Is this useful if I already have a financial advisor?
Will a recording be available if I miss the live session?
What happens after the webinar ends?
“This session does not replace personalised financial advice.”