What is included when you buy “My Financial Plan”?

Here are the details of what you get when you avail of the “My Financial Plan” service:

Comprehensive financial planning

“My Financial Plan” would have a roadmap for achieving all you financial goals adequately, and suggestions for the type of investments required.

The plan would also contain recommendations for mutual fund schemes to invest in - it would contain actual names of the recommended MF schemes.

Retiring Credit Card Debt

"My Financial Plan" would have a strategy to reduce and retire any debt you would have accumulated on your credit card(s).

Life insurance analysis

“My Financial Plan” will contain an analysis of your life insurance needs and suggestions for adding and / or altering insurance plans, if necessary.

Retirement planning

A retirement without financial hardships is a goal for all of us, and no financial plan is complete without planning for it. Planning for your retirement is included in “My Financial Plan”.

Asset allocation analysis

“My Financial Plan” would calculate allocation of your asset among different classes of instruments. It would analyze it based on your age, risk profile and your goals, and would recommend changes if necessary.

Cash flow analysis

My Financial Plan” would analyze your income and your expenditure, and evaluate your cash flows.

Net worth calculation

Based on your investments, your assets, your loans, and other details that you provide, “My Financial Plan” would calculate your net worth.

Liquidity profile

My Financial Plan” would analyze your investments, and would find out your liquidity profile.

Emergency Fund

My Financial Plan” would evaluate the amount necessary for you as an emergency fund, and would suggest ways to build it.

Health Insurance

“My Financial Plan” will contain an analysis of your health insurance needs and suggestions for adding and / or altering insurance plans, if necessary.

Please click the "Buy Now" button on the top-right to buy "My Financial Plan" online (you get a 5% discount), or see "Pricing and Payment" to buy it offline.

Price of "My Financial Plan" increasing to Rs. 4,999 from 15th Aug 2010 - Enroll now to get the current low rate

A convenient payment method

Pay using online fund transfer from your bank account - No Credit Card necessary. Get 5% discount.

Read "Pricing and Payment" for all the details.

Buy Online, Get 5% Discount

Buy "My Financial Plan" online, and get a 5% discount - get "My Financial Plan" for just Rs. 2,849 ($62) now!

(Compared to Rs. 2,999 if you pay by cheque)

Read "Pricing and Payment" to know all the benefits of buying "My Financial Plan" online.

For any query, please write to me at myplan@raagvamdatt.com

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

Skip Latest from RaagVamdatt.com