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It's TOTALLY FREE!’s financial planning service completes 1 year – Get a special anniversary discount

“My Financial Plan”, the online financial planning service from completes one year on 23rd June, 2010. Get the story so far, and a special discount!

My Financial Plan”,’s web-based financial planning service was launched exactly one year back on 23rd June, 2009.

(See the launch announcement at launches financial planning service in India – “My Financial Plan”)

Special Anniversary Discount

On completion of 1 year of “My Financial Plan”, I am glad to announce a special anniversary discount.

If you enroll for the “My Financial Plan” service between 23rd June 2010 and 7th July 2010, you would get a 50% discount on the yearly monitoring fee for the first year – you save Rs. 1,000!

So hurry, enroll now for “My Financial Plan

Current Clientele

Numerous people have taken advantage of this service in the past 1 year, and have benefitted from the financial plan created specifically for them after a careful analysis of their individual financial situation.

“My Financial Plan” service has clients from all over India, and also has some NRI clients from around the world. Here’s a snapshot:

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


  • 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 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 get the special discount of Rs. 1,000, please go to “My Financial Plan”.

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