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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

Feedback Received From Existing "My Financial Plan" Clients

  • 100% of the clients would recommend "My Financial Plan" service to their friends and family
  • 100% of the clients say the financial planning exercise is comprehensive
  • 100% of the clients think the financial plan would help them plan their finances well and achieve their goals
  • 100% of the clients think the financial plan is practically implementable
  • 80% of the clients did not feel the need to talk to me over the phone during the financial planning exercise
  • 70% of the clients rated their overall experience with "My Financial Plan" as "excellent", 30% as "very good"

  • www.RaagVamdatt.com - Financial Planning Demystified is a website that strives to educate the Indian small investor about the different areas of personal finance.

    This covers investment (stocks, mutual funds, ULIPs, gold, real estate, etc), insurance (term insurance, endowment plans, ULIPs, health insurance, etc), income tax, loans (home loans, personal loans, etc) and many other money-related matters affecting the common man.

    It focuses solely on the Indian audience, and the financial products in India. It has been catering to the Indian audience - both domestic and Non Resident Indians (NRIs) - for a long time now.


    Why should you have a Financial Plan?

    Achievement of any goal needs a well thought out plan. Similarly, achievement of your financial goals needs 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 what kind of life insurance you should buy?
    • 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.


    My Financial Plan @ RaagVamdatt.com

    “My Financial Plan” is an online financial planning service from RaagVamdatt.com that aims to look after your long term financial well being. It looks at your financial health in a strategic way. The idea is to plan for important life events in advance, so that you can meet their financial demands comfortably.

    “My Financial Plan” provides you a well planned path that you can follow for making your investments, so that you can achieve all your financial goals easily.

    It includes not just your investments, but also your insurance needs, your asset allocation and your net worth apart from many other things. It looks at your present finances, and also considers the likely changes in your finances.

    Please check out “My Financial Plan - What is included” to find out the services that you get when you avail of “My Financial Plan”.


    Why choose My Financial Plan @ RaagVamdatt.com for your financial planning?

    For long, readers have appreciated RaagVamdatt.com for its eagerness to help readers with their financial situations, and for its easy-to-understand, jargon-free language.

    On RaagVamdatt.com, I have always been eager and willing to answer people's financial queries, and make their financial decisions better.

    I promise to continue the same approach with "My Financial Plan" - the same willingness to listen to you, the same eagerness to help you improve your financial health and achieve your financial goals.

    Please note that this is not an automated service - it is a very personalized service where I would personally analyze your details and prepare a financial plan for your unique situation.

    Please note that the financial plan would not just ask you to invest in an asset class, but would actually recommend instruments that you should invest in. For example, the plan would suggest specific mutual fund schemes to invest in.

    For more reasons to avail the "My Financial Plan" service, please read "Why should you get your financial planning done through RaagVamdatt.com?".


    Buy "My Financial Plan" Service

    Please click the "Order Now" button on the top-right to buy "My Financial Plan" online, or see "Pricing and Payment" for more details.



    Interested in the "My Financial Plan" service, but can't purchase it right now for some reason?
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