FREE 90-MINUTE LIVE ONLINE MASTERCLASS

Stop Guessing With Money. Build One Clear Financial Life Plan.

Join a free 90-minute live masterclass to connect your savings, protection, investments, retirement and family goals into one practical financial-life framework.

See your complete financial life clearly
Identify important gaps and priorities
Begin building one connected financial plan

Are the different parts of your financial life working together—or are they operating as separate pieces?

CFP® Taresh Bhatia

Founder, The Richness Academy

International bestselling author of The Richness Principles

Date: Sunday, 27 September 2026
Time: 11:00 AM–12:30 PM IST
Duration: 90 minutes
Format: Live online on Zoom

Registration closes at 4:00 PM IST on Saturday, 26 September 2026.

English • Participation fee: Free

Discover three practical secrets—Mindset, Skills and Systems—for building a more structured financial life.

Free registration • Takes less than 30 seconds • No payment required

General educational information only. Not personalised financial, investment, insurance, tax or legal advice. No result or return is promised or guaranteed. No claim of SEBI or Meta approval is made.

37+ years

of professional experience

8+ years

of coaching experience

10,431+

people served

International

bestselling author

The Six Essential Pillars of Your Financial Life

A well-organised financial life is not built around one investment or financial product. It begins by understanding how these six essential areas work together.

Plan

Define your priorities, responsibilities and financial direction.

Protect

Prepare for risks that could disrupt your family’s financial life.

Save

Build appropriate reserves for needs, opportunities and emergencies.

Invest

Connect long-term investing decisions to clearly defined goals.

Retire

Prepare for a financially organised and purposeful retirement.

Transfer

Plan how responsibilities and wealth may pass to the people you care about.

The Three Secrets to a Structured Financial Life

The six pillars show you what your financial life must cover. These three practical secrets show you how to organise your decisions and sustain financial clarity.

SECRET 1

Think Clearly

The Right Money Mindset

Make financial decisions based on your goals, values and responsibilities—not fear, comparison, urgency or market noise.

SECRET 2

Decide Skillfully

Useful Financial Skills

Learn to prioritise goals, evaluate trade-offs and ask better questions before choosing any financial product.

SECRET 3

Review Systematically

Simple Tools and Systems

Use one clear financial view, periodic reviews and repeatable systems to turn good intentions into consistent action.

No stock tips. No guaranteed returns. No personalised product recommendations.

Mindset changes how you think. Skills change how you decide. Systems change what you sustain.

What You Will Learn in This Live Masterclass

See your financial life as one connected system
Understand the six essential pillars of a well-organised financial life
Identify gaps and priorities in protection, savings, investments and retirement
Distinguish plan-first decisions from product-first decisions
Make calmer, purpose-led financial decisions
Establish a simple periodic review rhythm

Who This Masterclass Is For

Mid-career and senior professionals
Couples and families managing important financial responsibilities
Business owners and self-employed professionals
People planning or entering retirement
People who own several financial products but cannot see one complete plan
Families who want to make financial decisions together

You do not need to know everything about finance. You need to be willing to understand, review and act.

What This Masterclass Does Not Provide

Stock tips or trading calls
Guaranteed investment returns
Quick-money strategies
Specific product recommendations
Personalised financial advice during a group session

This is an educational masterclass. It is not a stock-tipping session, product presentation or personalised financial consultation.

Live online session • Sunday at 11:00 AM IST • No recording or replay will be provided.

Please reserve your seat only if you intend to attend the live masterclass.

Your Host: Taresh Bhatia, CFP®

I am a Certified Financial Planner and the Founder of The Richness Academy. My work focuses on helping individuals, couples, families and business owners bring clarity, structure and purpose to their financial lives.

In this masterclass I will show you how your financial decisions can work together as one connected plan.

Clarity. Confidence. Control.

Credentials and Educational Disclosure

CFP® professional
MBA, International Management Institute (IMI), New Delhi
Founder, The Richness Academy
International bestselling author of The Richness Principles
37+ years of professional experience
8+ years in coaching and financial education
10,431+ people served through coaching, education and community initiatives

This is a general educational masterclass. It is not a securities recommendation, research report, solicitation to buy or sell a security, or personalised investment, insurance, tax or legal advice. No return or outcome is assured. Examples are illustrative and individual circumstances differ.

Taresh Bhatia is not registered with SEBI as an Investment Adviser. He is an AMFI-registered Mutual Fund Distributor, ARN-85505. This website and masterclass provide general financial education only and do not provide personalised investment advice, securities recommendations or research reports. No result or return is promised or guaranteed.

Read full credentials and disclosures

Included With Your Free Seat

Live 90-Minute Financial Life Masterclass

A live, interactive online session covering the six-pillar framework, with time for questions.

Financial Life ChatGPT Prompt Library

A carefully organised collection of practical prompts to help participants reflect on financial goals, priorities, habits, family conversations and questions to discuss with qualified professionals.

Financial Life Clarity Workbook and Action Toolkit

A structured workbook containing the Six-Pillar Financial Life Map, Financial Clarity Score, priority and gap review, quarterly review prompts and a practical next-action plan.

What your free seat includes

No payment required. This is a live educational masterclass.

Registration reserves your seat. The two complimentary digital resources are earned by attending the complete live masterclass, and access is emailed separately after your full-session attendance has been verified.

Prompts are for educational use only and do not generate personalised investment, insurance, tax or legal recommendations.

Frequently Asked Questions

Short answers to the questions participants ask most often before registering.

Begin Building a More Organised Financial Life

Join the next live Financial Life Masterclass and discover how the six essential pillars can work together as one connected financial plan.

Date: Sunday, 27 September 2026
Time: 11:00 AM–12:30 PM IST
Duration: 90 minutes
Format: Live online on Zoom • Free