FinplanYadnya

About FinplanYadnya

• More than 500 pages of information
• Simplest way to explain Financial Planning & create a Personalized Financial Plan for layman
• Always updated with latest information and new case studies
• 15+ Financial Planning calculators, and 10+ Templates
• 20+ videos & 100+ Infographics
• All components of Financial Planning explained in detail – Cash Flow Management, Budget Planning, Risk Planning, Insurance Planning, Retirement Planning, Goal planning, Income Tax planning, Complete Investment Management & planning, Estate Planning
• Complete process of Financial Planning explained in Step by Step manner with examples and templates – Current Financial Status, Risk Planning, writing & selecting your Financial Goals, Converting financial goals to a financial plan, Evaluating Financial assets, Financial Plan Implementation, Plan review
• These type of Questions discussed in detail –
- Can I retire Early?
- Should I buy ULIPs?
- How much Life or Health Insurance is enough?
- How to select right Life or Health Insurance plan?
- How to identify my Financial goals?
- What is right Financial Asset for me?
- What is my right Asset allocation?
- How to rebalance assets?
- How to save Tax?
- Benefits of SIP, STP & SWP?
And many many more
• Explanation with detailed examples and real life case studies
• Content curated by experts (SEBI registered RIAs) but for normal income tax payers
• Email alerts & Mobile notifications on all updates
• Instant updates & notifications on changes in Income Tax laws, Economic parameters, Stock Market changes etc. which impact Financial Plan
• Content updates in the background & available in Offline mode

Write to us on [email protected] for any queries.