Personal Finance Mentor,
Mindset and Live Coach
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About
I come from a very humble family where money was always tight. My father was a daily bread earner. Schooling was a challenge, and dropping out crossed my mind several times due to financial stress. But my mother insisted I finish college. I started earning at just 15 to help in family finances.
During college, I worked at a family-managed organization and felt stuck. I realized it would not lead me anywhere, so I decided to pursue professional education. I became a Chartered Accountant in 1997 and followed by Bachelors of Law.
I took a corporate job for a better life, but it did not make me happy. Recognizing my affinity for people and a passion for helping, I heeded my supervisor’s advice to explore a career in non-profits. For over a decade, I held mid and senior management positions at respected organizations such as the World Health Organization–National Polio Surveillance Project, CARE-India, Rotary India Humanity Foundation, and Trickle Up Program.
At 42, I summoned the courage to leave the security of my job and returned to pursue my dream of being a business owner. The journey commenced with the establishment of my own CA firm.
However, it was at 45, during a casual conversation with an associate, who is an expert in Personal Finance I had a revelation about the state of my finances. I realized that my personal finance was in shambles.
I joined hands with this person and co-founded a financial advisory company.
Our Mission: To enhance the financial well-being of households and MSME businesses. This venture has since empowered over 10,000 individuals to make sound financial decisions aligned with their life goals.
Parallelly, I took control of my own financial narrative. Recognizing that even with the best of qualifications, if my personal finances can get into shambles there are millions out there on the same boat. This realization led me to a bigger mission and I set forth to empower 10 million people take control of their money and live a peaceful financial life.
As a first step, I authored a book, “The Money Manifesto,” which became a bestseller on Amazon on the very day of its launch. Thereafter I founded, “Financial Peace Varsity” in 2023 to take my mission to scale through associations and collaborations.
Driven by a passion for making a broader impact, in 2019 I co-founded ISRA (Institute of Social Responsibility and Accountability), a philanthropic organization for disrupting the status quo by empowering the marginalized. ISRA bagged the prestigious City Championship award in 2023 from JOSH Talks for being trailblazer in urban finance solutions and financial inclusion through technology.
The journey continues, fueled by the belief that everyone, regardless of their background, deserves the opportunity for a secure and prosperous financial life.
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OUR VALUES
G.R.A.C.E.
Guidance
Provide expert guidance with a focus on both financial and personal aspects, empowering clients to navigate their unique path.
Respect
Cultivate an environment of respect, honoring each mentees/clients individual experiences, values, and goals without judgment.
Authenticity
Embrace authenticity in coaching, fostering genuine connections and open communication to create a trustworthy and supportive relationship.
Compassion
Approach coaching with compassion, understanding the challenges mentees/clients face and offering empathetic support throughout their financial and personal growth.
Empowerment
Drive empowerment by equipping mentees/clients with the tools, knowledge, and confidence to take control of their lives, both financially and personally.
Vision
We envision a world where individuals are financially independent and empowered by mastering their money and their money mindset through holistic financial knowledge & new skills and are living a fulfilled wealthy life.
Mission
Empowering 10 million people to regain control of their financial future, achieve financial peace & financial dignity and live a wealthy life.
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TESTIMONIALS
See What they are Saying
Dedicated and unwaveringly committed, CA. Tarak Nath made my world of financial peace and financial dignity a seamless experience. From our very first meeting, his professionalism, expertise, and genuine commitment to my financial goals shone brightly. His talent for simplifying complex concepts and his patient demeanour swiftly earned my trust and bolstered my confidence in his capabilities.
Ajay Nath
100 Top HR Minds I World HRD CongressTarak's clarity is truly impressive. Whenever I face a challenge, he effortlessly offers practical and effective solutions that are a breeze to put into action. His secret? He delves deep into the heart of the matter, distinguishing what works from what needs adjustment. Tarak, thank you for guiding me through my challenges.
Tushar Chaudhari
Civil Engineer, Project Management Professional and Author of book, “The Professionalism Code.”CA. Tarak has been my guiding light in the world of investments, helping me escape the clutches of debt and steadily building a path to my financial goals. His expert hand never wavers, always emphasizing the importance of diverse investments. Grateful for your unwavering guidance!
Jiwan Saha
Senior Development Professional with 25yrs exp. in Finance & Operations in International Development Sector.Tarak Sir redefined the approach to personal finance planning. I had life realizations from a personal finance coaching which I never expected. I never thought a financial related discussion could be so deep in one's life experience, beliefs and thoughts. Based on my experience, financial planning activity starts with articulating goals. For the first time, I had a conversation for hours which focused on my inner self. I overlooked all types of insurance as an expense and the conversation today changed my perspective completely. Thank you, Tarak Ji, for giving us the opportunity to interact with you and enlightening us. Through your support, we are more secured now and I feel the financial peace in me.
PonVenkataPrasad Eshwaran
Vice President - Business Consulting in a MNC BankHe’s one of the best advisers in the financial consultancy I ever connected. Very rich experience he has, must try.
Ganesh Kumar
Founder - Sell Without SellingTarak Nath, my Personal Finance Advisor, has been a guiding light in my financial journey. He not only imparted valuable lessons on achieving financial freedom and peace but also emphasized the crucial link between financial well-being and health. Grateful for the holistic wisdom he shared! I highly recommend his program to every professionals.