PlanMyFin.com

Simplifying your Financial World

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PlanMyFin.com

Have you ever seen any of your family member /Friends regret over the various financial decisions that they have taken in life? Most of the time, this had been borne out of their lack of basic financial understanding.

Plan My Fin seeks to empower you to take more sensible financial decisions about money in your life. We would undoubtedly redefine the way you manage your personal finance and would help you to bridge the gap between what you do and what you are ought to be doing in your financial landscape.

Our Values

Place the client’s interests first- A commitment to act honestly and not to place personal gain or advantage before the client’s interests

Integrity- A commitment to observe both in letter and spirit of the Code of Ethics

Objectivity A commitment to ensure the integrity of their work, manage conflicts and exercise sound professional judgment

Fairness-A commitment to provide clients what is due, owed or expected from a professional relationship, and includes honesty and disclosure of material conflicts of interest

Professionalism -A commitment to behave with dignity and showing respect and courtesy to clients, fellow professionals, and others in business-related activities, and complying with appropriate rules, regulations and professional requirements

Competence -A commitment to make a continuing commitment to learning and professional improvement

Confidentiality- A commitment to ensure that the clients information is protected and maintained in such a manner and allows access only to those who are authorized

Diligence- A commitment to fulfil professional commitments in a timely and thorough manner, and taking due care in planning, supervising and delivering professional services

About us

Arun Joseph is the founder of PlanMyFin.com. He is a graduate in Law and Commerce and has been granted the Certified Financial Planner certification CFP^CM by Financial Planning Standard Boards of India in 2010. He is also a Fellow Member of Insurance Institute of India and also holds his PG in Business Administration from Symbiosis Pune.

He has been in the personal finance industry for over a decade and is amongst the first generation of financial planners in India. Apart from developing financial plans and guiding clients to meet their financial goals, he has taken a keen interest in research and analysis pertaining to various financial products.

He also conducts workshops on financial planning, investment planning, personal tax planning, risk management, retirement planning and is a regular resource person for leading business schools. He also contributes to various financial magazines and enriches the readers with thought provoking articles

Contact us

Mobile: + 91 96330 67396

Email: info@planmyfin.com

Whatsapp Support : + 91 96330 67396

Building No. 27/165, Near Choice Kinderland, VP Maraikkar Road, Edappally, Kochi- 682024, Kerala, India