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In 2013, I had my first coffee-date with this beautiful, ambiguous creature called ‘Stock Market’. It came all wrapped in blue, red, and green dress, and I fell in love with it at first sight ❤ But just like any other first relationship, we parted ways soon after, but not before losing everything I got…including my heart and 10 lacs rupees. Ouch, that still hurts! 😶 First love is special, but first heartbreak can be equally painful. So, while I continued to stay friends in a hope of recovering the lost amount, I didn’t have enough courage to ask it out one more time…until the pandemic happened. Like everyone, I was locked inside my house, so I finally decided to give it one last chance. This time, the stock market didn’t disappoint..and we have been happily together ever since 😍 I started applying the lessons taught by the greatest investing minds like Warren Buffett, Benjamin Graham, and Peter Lynch. And the results spoke for themselves! So, I ended up making a career out of FINANCIAL PLANNING to help people achieve similar results by making them trust the FUNDAMENTALS of investing and the magic of COMPOUNDING. 🎯 My aim is to make ‘boring’ finance look so engaging and entertaining that it pushes everyone talk about money and investing without any hesitation or fear. 👉 Services I offer 👈 • Investment Planning • Tax Management • Insurance Planning • Comprehensive Financial Planning 👉 Who do I serve? 👈 Age: Individuals between 25-45 years old Target: Freelancers, Tech Employees, Startup Owners, and Professionals Location: Virtually anywhere in India But I love working with people who want to gain control over their finances. So even if you don’t fit the criteria, feel free to reach out. 👉 Why am I different? 👈 1) My model is a one-time consultation call. No upsells or cross-sells. 2) I never force you to hire me to manage your portfolio or assets. It’s optional and at your discretion. My focus is ongoing financial planning. 3) I work with you to ensure your systems are set and consistently educate you on how your finances work. Stop delaying action. Shoot me a message or email me at dhruv.bhatia10@gmail.com
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