Learn How 10,000+ Indian Families Improved Their Financial Clarity Through the 6 Pillars of Financial Planning
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.”
No investment or trading advice provided. This is a financial education and awareness session. No live trading, stock tips, or investment advice is provided.
“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.”
Date
26th Nov 2025
Time
07:30 PM IST
Duration
90 Minutes
Only ₹99
₹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 Success for clarity and momentum
✅ Create a monthly review habit that keeps you on track
The 3 Strategic Foundations You’ll Discover
Who Should Attend
- Designed for anyone who wants to organise their family’s money better and build more financial clarity together.
- Perfect for those managing shared goals such as home planning, children’s education, or long-term family financial decisions.
- Helpful for anyone preparing for retirement or planning the next phase of their financial life
- Useful for individuals handling high-responsibility careers who want a structured approach to personal financial planning
- Great for those who earn well and want more clarity on how to convert income into long-term financial stability
- Ideal for anyone planning key life milestones like buying a home, funding education, or setting up a retirement plan
- Supports anyone who feels their finances are scattered and wants a clear, structured framework to manage them better
- A thoughtful fit for individuals looking to reorganise their financial decisions in the years after active work.
- Helpful for those balancing business priorities with long-term personal and family financial planning.
- Suitable for anyone who wants a simple, step-by-step approach to understanding and improving their financial planning.
Who This Masterclass Is Suitable For
- Individuals looking to bring more clarity and structure to their family’s financial planning
- Anyone preparing for important life milestones such as home buying, education funding, or long-term planning
- People interested in understanding a simple 6-pillar framework for smarter financial decisions
- Those preparing for retirement or exploring financial reorganisation after leaving active work
- Individuals handling demanding careers who want a more strategic approach to personal finances
- Anyone who wants to learn proven methods to organise, track, and improve their financial habits
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
All your questions answered.
What will I learn in this Financial Planning Masterclass?
Is this only for families?
Do I need financial knowledge beforehand?
Are the resources and gifts really free?
If I miss the live session?
When is the next session?
The Financial Planning Masterclass runs live every week at 5:30 PM IST. Seats are limited — register now.
Is this a sales pitch?
This is a knowledge session based on real financial planning principles. At the end, you may choose to explore advanced programs inside The Richness Academy
Ready to Plan your Family’s Future with Clarity.?
Take your first step toward clarity, confidence, and control.
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.