Principal Financial Planner: Arun Joseph, FIII, CFPCM.
Arun Joseph serves as the Principal Financial Planner. Arun Joseph has been granted the CFPCM -Certified Financial Planner certification- by Financial Planning Standard Boards of India in 2010. He is also a Fellow Member of Insurance Institute of India and also holds his PGDBA from Symbiosis (SCDL) 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.
Arun Joseph also runs a finance blogs, “The Filiterate Indian”. Filiterate Indian is a term coined by him to denote a class of Indians who are financially literate, who can take sensible financial decisions independently. He advocates financially literacy through this blog and candidly writes against mis-selling of financial products.
Annie Pinto serves as the Head of Operations
Annie Pinto, a former project consultant at Qatar Telecom, a Government of Qatar enterprise heads the operations at Plan My Fin. She comes with her international experience and enriches the client servicing and operations.