Get a FREE e-course "Basics of Personal Finance"

           
  • Income Tax: Rules, Forms (ITRs), Filing
  • Investments: Stocks, Mutual Funds, ULIPs, Gold, Real Estate
  • Insurance: Term Insurance, Endowment Plans, ULIPs
  • Loans: Home Loans, Auto / Car Loans, Lease, Hire Purchase

Name:

Email:



“My Financial Plan” price increase from 15th Aug – Enroll now to get the lower price

The price of “My Financial Plan” service is increasing from 15th Aug – please enroll now to get the service at the old, lower price and also lock-in the rate for 1 more year.



My Financial Plan” is a personalized and customized financial planning service offered by me. I would come to the details of the service, but first the announcement.

Price of “My Financial Plan” increasing from 15th August

The fee for the “My Financial Plan” service would increase to Rs. 4,999 from the current Rs. 2,999. This new price would take effect starting from 15th August, 2010 – all enrollments done on or after that date would be done at the new price.

The price of the yearly review service would also go up Rs. 2,999 (from the current Rs. 1,999).

Enroll for the “My Financial Plan” financial planning service now, and save Rs. 3,000!

Benefits of enrolling for “My Financial Plan” service now

There are two benefits of enrolling for the service upto 14th August 2010:

1. You get your plan at the lower rate

When you enroll on or before 14th August 2010, you get your financial plan prepared at the old rate – just Rs. 2,999. Basically, you save a cool Rs. 2,000. It is an excellent value for the money you pay – most other reputable financial planners charge more than Rs. 10,000 for this service.

To know what existing clients have to say about this financial planning service, please check out the client feedback.

So, although the “My Financial Plan” service would remain an excellent value-for-money service even at Rs. 4,999, it is a total steal at Rs. 2,999!

2. You lock-in into the yearly monitoring at todays rate

Once the financial plan is prepared, your progress should be evaluated once every year – we should see if there is any deviation from the plan, whether your investments are performing as expected, if your investments need to be changed, whether you have some new goals, etc. This is done through the yearly monitoring service.

This service currently costs Rs. 1,999 per year, and its price would increase to Rs. 2,999 starting from 15th August 2010.

If you enroll before this date, you would get the first year’s monitoring at the old rate of Rs. 1,999. Bottomline – you save another Rs. 1,000.

Enroll now, and save Rs. 3,000

Thus, if you enroll today, you end up saving Rs. 3,000! And this, without any effort on your part – you just need to make the payment on or before 14th August 2010.

So, what are you waiting for? Enroll for the “My Financial Plan” financial planning service now, and get a personalized and customized financial plan prepared for you by an expert.

About “My Financial Plan”

I have been writing on this website for over 2.5 years, and have been offering the “My Financial Plan” service for over a year now.

Numerous people have taken advantage of this service so far, and have benefited from the financial plan created specifically for them after a careful analysis of their individual financial situation. “My Financial Plan” clients come from all over India, and some are also NRIs from around the world.



Why should you have a Financial Plan?

Consider the following questions about your financial future:

  • Do you know if your PF would be enough to give you a comfortable retirement?
  • Do you know how much you need to invest in order to have a comfortable retirement?
  • Do you know how much you need to save up in order to get an MBA education for your 1 year old after 20 years?
  • Do you know how much you need to invest today to get your 10 year old daughter married after 15 years?
  • Do you know in which investment avenues should you invest your money to achieve these goals?
  • Do you know which mutual fund schemes you should invest in, and how much, in order to achieve these goals?
  • Do you know if you have enough life insurance cover – something that can take care of your loved ones after you?
  • Do you know how much health insurance do you need?
  • Do you know what is your net worth?
  • Do you know what is your asset allocation?

A financial plan would help you answer these questions, and more.

Benefits of web-based financial planning

Convenience

  • You don’t have to set aside a fixed time – you can provide all your details whenever you have the time
  • 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
  • Review the draft financial plan and provide your feedback at a time that is convenient to you

No location constraint

  • You have the convenience of location – there is no need for you to travel to your financial planner’s office. 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!
  • You can avail the online financial planning service from RaagVamdatt.com from anywhere in the world!

What does “My Financial Plan” include?

  • A roadmap for making Investments in order to achieve your goals, along with specific actionable investment advise
  • Analysis of your life insurance needs
  • Analysis of your health insurance needs
  • Retirement planning for you
  • Analysis of your asset allocation
  • Calculation of your net worth
  • Analysis of your cash flows
  • Finding out your liquidity profile
  • Calculation of your emergency / contingency fund requirements
  • Concrete suggestions for improving on all these aspects

Factors that are analyzed

  • Your income and expenditure
  • Your saving habits
  • Your risk profile
  • Your assets and liabilities
  • Your asset allocations
  • Your insurance needs
  • Your contingency fund requirements
  • Your financial goals

Enroll now, or find out more

To know more about the service, or to enroll now and save Rs. 3,000, please go to “My Financial Plan”.


Other articles you might be interested in:

Related Articles:

  • No Related Articles.

Comments via Facebook

Facebook comments

More in Other
Gentle reminder – Special discount on “My Financial Plan” online financial planning service

The special discount on the “My Financial Plan” online financial planning service ends on 7th July. If you haven't enrolled...

Close