Explore an
Integrated Financial-Planning
Framework
Structured Financial Orientation™ is an educational introduction to understanding how goals, protection, investments and retirement can be viewed through one integrated framework — for professionals, entrepreneurs and families.
Online access upon booking
The ₹499 one-time programme fee includes immediate online orientation access, a guided Financial Integration Assessment and one scheduled 30-minute Exploratory Financial Clarity Session. It is a one-time payment and not a recurring subscription.
Structured Financial Orientation™ is an educational programme. It does not provide personalised investment advice, portfolio management, financial-planning recommendations, product recommendations or assured financial outcomes.
Taresh Bhatia is a CERTIFIED FINANCIAL PLANNER® professional and an AMFI-registered Mutual Fund Distributor, ARN-85505. He is not a SEBI-registered investment adviser. Mutual fund distribution services, where separately requested and availed, may earn commissions. Such services are separate from and are not included in this ₹499 educational programme.
Founder — The Richness Academy
Before You Start
Investing Alone Is Not
The Same As Financial Planning
Many people accumulate financial products. Fewer explore how planning works as an integrated process.
- ✕ Scattered financial decisions
- ✕ Investments considered in isolation
- ✕ Goals and protection reviewed separately
- ✕ No shared framework across decisions
- ✕ Ad-hoc, one-off choices
- ✕ Limited financial structure
- ✓ Better financial organisation
- ✓ A structured view of priorities
- ✓ Long-term thinking
- ✓ A framework for understanding risk
- ✓ More intentional decisions
- ✓ One integrated financial structure
Why Financial Decisions Are Often
Considered Separately
Many professionals:
- earn well
- invest regularly
- save taxes
- buy insurance
Why?
Because financial activity is not always financial structure. An integrated approach can help individuals understand how different decisions connect together.
Fewer explore a framework.
Online booking available
A Process Built Around
Real Financial Lives
Not products. Not returns. A structured educational process for thoughtful decision-making.
Exploring how income, savings and investments can be viewed together as one integrated framework.
Navigating personal and business finances simultaneously, exploring a more structured framework.
Planning for goals that matter — education, retirement, protection — through a more structured framework.
CFP® Taresh Bhatia
CERTIFIED FINANCIAL PLANNER®
With over 37 years of experience working with Indian families and professionals, Taresh has developed a distinctive educational approach to financial planning — prioritising structure over products, and understanding over transactions.
Who This Is For
Understanding suitability helps ensure you get the most from this process.
- ✓Professionals interested in a structured financial framework
- ✓Families wanting better financial organisation
- ✓Business owners managing multiple financial priorities
- ✓Anyone exploring how their financial decisions connect
- ✓Those seeking structure, not products
- ✓People ready to think long-term
- ✕Those seeking specific investment advice
- ✕Anyone looking for product recommendations
- ✕Those wanting guaranteed return promises
- ✕People seeking trading or speculation tips
- ✕Those unwilling to approach finances thoughtfully
Access Your Structured
Financial Orientation™
An educational programme designed to explore an integrated framework for your financial decisions.
- Complete structured educational orientation
- Introduction to an integrated financial-planning framework
- A guided Financial Integration Assessment
- One scheduled 30-minute Exploratory Financial Clarity Session
- Online access upon booking
- No recurring subscription, automatic renewal or hidden programme fee
The ₹499 one-time programme fee includes immediate online orientation access, a guided Financial Integration Assessment and one scheduled 30-minute Exploratory Financial Clarity Session. It is a one-time payment and not a recurring subscription.
What Happens After Registration
Access to your Structured Financial Orientation™ at ₹499 upon booking confirmation.
Work through the structured educational process at your own pace, in your own time.
Understand how different financial decisions can connect and work together.
Apply the framework to make more intentional, informed decisions.
Frequently Asked Questions
Explore An Integrated
Financial-Planning
Framework
For those ready to explore how financial decisions can be considered together — one structured step at a time.
Access the Orientation Structured Financial Orientation™ · ₹499 One-Time PaymentStructured Financial Orientation™ is an educational programme. It does not provide personalised investment advice, portfolio management, financial-planning recommendations, product recommendations or assured financial outcomes.
Taresh Bhatia is a CERTIFIED FINANCIAL PLANNER® professional and an AMFI-registered Mutual Fund Distributor, ARN-85505. He is not a SEBI-registered investment adviser. Mutual fund distribution services, where separately requested and availed, may earn commissions. Such services are separate from and are not included in this ₹499 educational programme.