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- 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 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.

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.


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Purchase financial planning service now

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

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

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