Taresh Bhatia, CFP®
Financial Educator and Financial Freedom Specialist • Founder — The Richness Academy™
Most people save, invest, buy insurance and repay loans—but many still feel unsure whether everything is working together for their family’s future.
I am creating a practical financial-education course for Indian individuals and families aged 35–60+. Before developing it, I want to understand your real financial concerns, experiences and desired outcomes.
This survey takes only 3–5 minutes.
As a thank-you, you will receive my complimentary 14-page printable workbook:
The Taresh Financial Clarity Starter Checklist™
10 Important Questions Every Indian Family Should Answer
You can download it, print it and complete it privately with your spouse or family.
There are no right or wrong answers. Please share what is true for you.
Your information will be kept private. This is an educational market survey and not personalised financial advice.
Important Disclosure
Educational and exploratory content only. Nothing shared on this website or through related communications constitutes personalised investment advice, securities recommendations, product recommendations, trading guidance, tax or legal advice, or assured returns. The Richness Academy is an educational institution. Participants should consult appropriately qualified professionals before acting on personal circumstances.
Educational Purpose
This survey, complimentary workbook and related communications are provided for general financial education and market research only. They do not constitute personalised investment advice, financial-planning advice, tax advice, legal advice, a research report, an offer, a solicitation or a recommendation to buy, sell or hold any security or financial product. Please consult an appropriately qualified professional before making financial decisions.
Mutual Fund Distributor Disclosure
Taresh Bhatia is an AMFI Registered Mutual Fund Distributor, ARN-85505. In relation to mutual funds, he acts as a mutual fund distributor and not as a SEBI Registered Investment Adviser. A mutual fund distributor may receive commissions from Asset Management Companies on investments made through Regular Plans. No returns are assured or guaranteed.
Mutual Fund Risk Disclaimer
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Survey Disclosure
Participation is voluntary. There are no right or wrong answers. Responses are collected to understand financial concerns, learning needs and desired outcomes and to deliver the complimentary workbook. Completing the survey does not create an adviser-client relationship or constitute a product recommendation.
Privacy and Consent
We collect your name, email address and WhatsApp number so that your complimentary workbook can be delivered, and your survey answers so that the educational course can be shaped around real needs. Your details are not sold or shared with third parties, and your consent is never pre-selected. To ask about your data, or to have it removed, contact The Richness Academy through therichnessacademy.com.