Why Choose Me

Leave yesterday behind and step into a brighter financial tomorrow! We are not just about ‘good’—we are here to create your ‘memorable’ wealthy future. Let’s start working together on your happy and fulfilled life right now!

Empowering Your Financial Journey: Where Values Meet Vision:
“We honor your values and champion your vision. Your financial journey is unique—let’s navigate it together with respect and purpose.”
Unlocking Prosperity: Your Comprehensive Financial Solution:
“Say goodbye to financial puzzles! Our comprehensive solutions are the missing pieces to your prosperity puzzle. Embrace a holistic approach to your financial success.”
Charting Independence: Embrace Your Path to Financial Freedom:
“Independence is our strength! Experience the freedom of unbiased guidance as we tailor strategies to your needs. Your financial journey, your way.”
Your Path to Prosperity: Where Your Needs Take Center Stage:
“You’re at the heart of what we do. Our client-centered service revolves around your needs, goals, and dreams. Elevate your financial experience with personalized care.”
From Dreams to Action: Just Do It Finance in Motion:
“Don’t just dream it—do it! We are here to transform aspirations into achievements. Let’s turn your financial goals into a reality, one actionable step at a time.”
Power in Unity: Your Financial Success, Our Collaborative Commitment:
“Teamwork makes the dream work! With a collaborative spirit, we bring diverse expertise together to amplify your financial success. Join forces with a team dedicated to your prosperity.”

Master Your Money & Money Mindset

I help people to take control of their Money and live a life of Financial Peace and Financial Dignity.

Retirement

We reshape your perspective on retirement. Our society often pushes us to think about retirement in a certain way, even if it means not having enough money saved up. There are many misconceptions about retirement that seem valid because we hear them so much. We reveal these falsehoods, challenge conventional beliefs, and embrace a fresh outlook on retirement. This aids in breaking the pattern of traditional retirement thinking and guides you toward a future of financial dignity and security.

Counselling

We change how you see personal finance through our expert counselling. Our culture makes personal finance seem hard, which has led to money troubles. People believe things about money that aren't true because we have not been taught about money at home, neither in school nor college. We believe what we have heard or been told. We show you the real facts, question your beliefs and thoughts, and help you see personal finance in a new way. This helps you avoiding common and complex money problems and guides you to a future where you feel more secure and in control of your finances.

Insurance and Risk Management

We understand that discussing life's uncertainties isn't the most pleasant conversation, but it’s also true avoiding it won't make them disappear. Accidents, illnesses, and unforeseen events are a part of reality, and while we might hope they never touch our lives, the truth is they can. We shatter the illusion of invincibility and replace it with a solid plan for your peace of mind. We are dedicated to helping you create a shield of protection around your dreams and aspirations by shielding your tomorrow, today. Our mission is clear: we work with you to design a customized financial safety net that's tailored to your needs and those of your loved ones. No more confusion, no more doubt – just a clear path towards safeguarding what matters most and redefine your peace of mind."

Debt

We change the way you think about debt. Our culture often makes us want things right away, even if it means getting into debt. There are so many untrue things about debt which sound true because we keep hearing them. We uncover these lies and question what we have been taught and talked about debt and adopt a new way of thinking. This helps break the cycle of debt and build a better future by becoming financially free.

Budgeting

We revolutionize your approach to budgeting. Our culture often steers us to view budgeting in a specific manner, even if it results in financial constraints. Numerous myths about budgeting may seem credible due to their frequent repetition. We unveil these misconceptions, question established notions, and embrace a new perspective on budgeting. This paves the way to break free from conventional budgeting patterns, leading you towards a future of financial control and confidence.

Financial Planning

We help your plan for your dreams and goals in through financial planning with our expert guidance. People find financial planning confusing, and it causes money worries. We share the true information, which is product and brand neutral, challenge old ideas, and help you see financial planning in a new light. This lets you avoid common money mistakes and leads you to a future where you have better control over your money and achieve your dream of financial independence.

Estate Planning

We help in "Protecting Your Legacy”. Our Estate Planning Service guides you in safeguarding your Family's Financial Future. We help you understand and navigate estate planning with clear advice that fits your situation. Not only this keeps your assets safe but also ensures your family's security through our thoughtful and complete estate planning."

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 Congress

Tarak'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 Bank

He’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 Selling

Tarak 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.

John Britto

Engineering Manager