Empower yourself with our "Financial Wellness Programme"

Financial wellness is your ability to live a healthy financial life now as well as in the future. The best part is that you can enhance your financial wellness if you are empowered to take informed financial decisions

"TRANSFORM" Your "Financial Landscape"

People make financial mistakes very often and always find themselves in a state of confusion & regret when they discuss their financial life. In Most of the cases, it is because they lack the basic financial skill to Manage their financial Life, despite them being so educated and qualified. Our mission is to help people with those essential financial skills, which will improve the quality of their financial decisions so that they can transform their financial landscape.

Give a "MAKE-OVER" to Your "Financial Life"

The programme will touch up on all aspect of your personal finance that accounts for your financial wellness starting from Risk Management & Insurance Planning, Assessment of your Emergency Fund needs, Retirement Need Analysis & Planning, Financial Goal Analysis & Planning, Risk Profiling, Asset Allocation, Investment Planning, Cashflow Analysis and Debt Management, Tax Planning and Estate planning.

Learn to Avoid "Financial Mistakes"

The cost of a financial mistake is often immeasurable, why because, there is an opportunity cost for the lost opportunity due to the financial mistake and more importantly there is "cost of your effort" to make that money, about all the hard work to earn that money and the time devoted for it. Ultimately, it land us in a state of confusion & regret when discuss about our financial life.

Craft your Plan for financial wellness

There is ALWAYS a scope to improve your Financial Wellness!!! Begin your journey NOW to "Financial Wellness" by transforming your Financial Life.

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This programme will be of immense value for you, because

It empowers you with the most important life Skill, the skill to manage your manage your financial life.
It helps you to avoid committing Financial Mistakes or Blunders
It empowers you to insulate yourself from the Product- Centric advises and approaches that prevails in the financial services industry
It provides more clarity, direction and meaning to your financial decisions.
It helps you to overcome the problems of random investments
It is provides a realistic way to achieve your Financial Goals.
It focus on your overall financial well-being with a holistic approach
It Empowers you to craft your own Financial Plan for your financial wellness
It transforms your financial landscape from the state of a confusion, and stressfulness to Conviction and Confidence
It Empowers you to experience Financial Freedom.

Take your first step NOW to experience Financial Wellness and to Simplify your financial world.

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call us + 97463 87597

info@planmyfin.com

Arun Joseph MBA, LLB, CFP, FIII.

Arun Joseph is a distinguished financial wellness coach and the founder of PlanMyFin.com. He is a graduate both 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 half and is amongst the first generation of financial wellness coaches in India. Apart from empowering individuals through his Financial Wellness Programme, and to help them to develop their financial plans, he also guides them to meet their financial goals

He has also taken a keen interest in research and analysis pertaining to various financial products, apart from being a regular resource person for leading business schools.

The Institute for Financial Education & Wellness

Simplifying your Financial World