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Do it Yourself @ 499 +ST p.a.

Prepare your own financial plan like professional Based on career,Goals & Priorities,Family's Present Situation,Family Values & preferences

Proactive Customer Care

Assist you in using Planyourworld by updating profile, making you aware of mistakes, assist you in identifying best suitable strategy in your situation. Assist you in execution of strategies.

Transaction Platform

It allows transact for almost all the financial products at your finger tips. Review and manage your online.

FINANCIAL PLANNING PLATFORM- DO IT YOURSELF

Take smart decisions-Ensure your financial future.

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testmonial icon Testimonials What our clients say about us

What industry say

 

Himanshu Vyapak

Deputy CEO

Reliance Capital Asset Management Limited

Planyourworld is a really innovative yet simplistic one-stop solution provided by Adad Fin Advisors Pvt. Ltd and one of the first Life-planning platforms I have come across. The “Do It Yourself” approach followed makes it very interesting for families to use this easily for planning and managing their life. This approach not only helps in understanding one’s current state of financial affairs better but also helps to realign and streamline the same to your short-term and long-term life goals

The biggest benefit is that the platform provides the ease of executing strategies online which makes Planyourworld.org a truly one stop solution which will help create financial awareness and enhance overall financial inclusion in our country. Really appreciate this initiative from Adad Fin Advisors and would like to personally complement Mr. Viplav Majumdar for this initiative to make masses aware of principles of Financial Planning and extend our best wishes & support to him at all times!!

Knowledge Centre
 

Financial Planning - Life Planning

Importance of Life Planning and Financial Planning in India Life Planning is a logical process for optimum utilization of your all the resources big or small, present or future for the goals of family, with an eye on the regulations and market conditions. Family is the end beneficiary of Life Planning.

Basics of Financial Planning

Financial Planning is the process of meeting your life goals through the proper management of your finances with your family values. Life goals can include buying a house, saving for your child's higher education or planning for retirement. The planyourworld’s Financial Planning Process consists of a few steps that help you take a 'big picture' look at where you are currently. Using the process, you can work out where you are now, what you may need in the future and what you must do to reach your goals. The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans. These plans are constructed after analyzing your family, dependents, income, expenditure, assets, liabilities, career plan, your likes and dislikes.

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