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PlanMyFin.com

Simplifying your Financial World

Financial Consultation & Coaching

To empower you to take more sensible financial decisions in your life & to redefine the way you manage your personal finance

Investment Planning & Asset Allocation

Aims to increase your financial resources in such a way that all your futures financial goals are adequately funded with it. Its not just about investing your money but includes assessment of your risk profiling, fixing up an asset allocation, creation of investment portfolio based on asset allocation, periodical review and re-balancing if necessary etc

Risk Management & Insurance Planning

Managing the potentially devastating, unforeseen events and reviewing your existing Insurance Products

COMPREHENSIVE FINANCIAL PLANNING

Touching up on all the aspect of your personal finance such as Investment Planning, Retirement Planning, Tax Planning, Risk Management & Insurance Planning, Estate Planning, Child Future Goal Planning, Budget & Cash Flow Planning

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How it all began

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Don’t miss our next event

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A day at the office

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Is Financial Planning is a must for everyone?

Yes, Financial Planning is a blueprint for the proper management of your finance. It is like the plan and the estimate we prepare before the construction of our house. We discuss our needs & dreams about the house and share our budgets with an engineer and then seeks the helps to draw the best possible plan.  Likewise in financial planning, you discuss your financial Goals, Needs, and Dreams with a financial planner and seeks the best possible and realistic way to achieve them. 

Here are few reasons why Financial Planning is a must

  1. It provides more clarity, direction and meaning to our financial decisions.
  2. It helps us to overcome the problems of random investments
  3. It is provides a realistic way to achieve our Financial Goals.
  4. It focus at our overall financial well-being with a holistic approach

In short, the financial planning approach would empower you to take more sensible financial decisions about money in your life. It 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.

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Arun Joseph MBA, LLB, CFP, FIII.

Arun Joseph is the founder of PlanMyFin.com. He is a graduate both in Law and Commerce and has been granted the Certified Financial Planner certification CFPCM 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 empowering clients to develop their 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.

 

call us + 97463 87597

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