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Client Feedback

- 100% of my clients would recommend "My Financial Plan" service to their friends and family

- 100% of my clients say the
financial planning exercise is comprehensive

- 100% of my clients think the financial plan would help them plan their finances well and achieve their financial goals

- 100% of my clients think the
financial plan is practically implementable

- 80% of my clients did not
feel the need to talk to me over the phone during the financial planning exercise

- 70% of my clients
rated their overall experience with "My Financial Plan" as "excellent", 30% as "very good"

Read "Client Testimonials" for more details

What are the advantages of online / web-based financial planning?

There are two big advantages when you do you financial planning using the internet.


This can not be emphasized more – financial planning over the web is a lot more convenient than the traditional methods.

You don’t have to set aside a fixed time: You can provide all your details whenever you have the time. And, you don’t even have to provide all the details in one go – you can save some details, and come back later to provide other details.

Same is true for reviewing the draft financial plan and providing your feedback – you can do it at a time that is convenient to you.

You don’t have to travel: You have the convenience of location. There is no need for you to travel to your financial planner’s office. Nor do you need to entertain your financial planner at your home.

Whether it is providing the initial details, reviewing the draft financial plan or providing your feedback – you can do it right from your home, office or a cyber cafe!

No location constraint

You can avail of the “My Financial Plan” service irrespective of your location.

You can be located in Gujarat or Nagaland, Jammu and Kashmir or Tamilnadu – it doesn’t matter. You can avail the online financial planning service from from anywhere in the world!

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For any query, please write to me at

(Do check out the Frequently Asked Questions first, though)

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