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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


(For some exciting discounts, please check out "Available Discounts")

My Financial Plan” - Preparation of financial plan (one-time payment)

Rs. 7,999

Subsequent monitoring of your financial health (payment per year) (Optional)

(Due after 1 year of preparation of your financial plan)

Rs. 4,999

(People who have enrolled on or before 30th September, 2011 would get their second year at the old price of Rs. 2,999)

Please note: When you purchase “My Financial Plan” service for the preparation of your financial plan, it is not compulsory to avail the service for the subsequent years. However, it is highly recommended in order to ensure that you are moving along the right financial path. For more, please read “After the initial financial plan”.

Also, you do not have to pay Rs. 7,999 (for preparation of the financial plan) in the subsequent years.

(Want to know what you get when you purchase this service? Please read “My Financial Plan - What is included”)


You can make the payment for "My Financial Plan" online through:

  • Credit card
  • Debit Card
  • Net Banking
  • Cash Cards
  • Mobile Payment

Advantages of online payment

Faster processing

If you pay online, the payment is realized immediately – there is no waiting for clearing of the cheque. This means that your account can be set up faster, and we can start working on your financial plan faster.

Important note about online payment


You can be absolutely sure about the security aspect – your online payment is processed by ccAvenue, which is the leader in online payment processing in India. They employ the best technology and encryption methods, so your credit card / debit card / net banking data is absolutely secure.

Please note that all your credit card details are entered and processed directly on the secure ccAvenue website – doesn't collect or store any credit card information that you enter. ccAvenue also never stores any information provided by you, including your card numbers or net banking details.

Name on your credit card statement

The charge for the transaction would appear on your credit card statement as "ccAvenue".

Reason for the difference between initial charge and subsequent yearly charge

It is a natural question – Why is the initial financial plan preparation charge higher than the yearly recurring charge?

Here's the answer.

The initial preparation of your financial plan is the most crucial step in ensuring that you meet all your financial goals satisfactorily. And therefore, it also takes significant analysis and effort from my part.

Subsequent monitoring is also crucial – but it is relatively easier since a plan is already in place. Therefore, a lesser fee for yearly monitoring.

Order now

Purchase financial planning service now

For any query, please write to me at

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

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