One Stop Platform To Plan Execute MonitorYourLife

Family Protection

  • "In Next 10 to 20 years I Shall Achieve All The Goals.
    Till Then, How Much Risk Cover I Need, To Protect My Dependants?"

Plan
  • Check for how many years your family is actual protected with existing cover?
  • Check required risk cover on your life, for actual protection of your family
Choose Suitable Option
  • Based on Your situation
  • Hassle free services for family in your absence
  • Features of Insurance Policy
  • Amount of premium Counsellors to discuss and advise
Buy
  • Buy the best suitable policy Online or Offline at your door step
MonitorYourLife
  • Evaluate your investments in insurance in term of Purchasing Power at Maturity
  • Review your risk cover with family's requirement
  • LIVE portal to show your financial health with time

Home Loan

  • "What is the Impact of Rate Change on My Loan?
    When Shall I Be Able To Close My Loan?"

Plan
  • Check the effect of extra interest rate change on your home loan
  • How many additional years you will work for Loan because of rate change?
  • How much extra interest you will pay?
Choose Suitable Option
  • Based on
  • EMI - Monthly instalment
  • Features
  • Counsellors to discuss and advise
Transfer Loan
  • Transfer your Home Loan Online
  • or Offline at door step
MonitorYourLife
  • Monitor effect of interest rate changes &
  • Prepayments on your Loans
  • LIVE portal to show your financial health with time

Retirement Funding

  • "Shall I Retire With My Wish or __?
    What's My Plan for Monthly Income after Retirement?"

Plan
  • Required Monthly Income after Retirement
  • With inflation - Medical Expenses -
  • Regular Gifts to Grand Kids - Income Tax
  • With available assets - annual savings
Choose Suitable Option
  • Based on Your situation
  • Your Savings and annual savings
  • Investment preferences
  • From all types of investment class
  • Counsellors to discuss and advise
Invest
  • Invest in Suitable Insttrument
  • Online or Offline
Monitor & Review Life Time
  • Monitor performance of your investments
  • Evaluate your investments
  • LIVE portal to show your situation with
  • passage of time
  • Change strategies with change in situation

Child Funding

  • "How much I Shall Require To Fund with Inflation?
    How much I need to Save to fund my child with my existing plans?"

Plan
  • Required amount to be prepared to fund
  • your kid's career
  • with inflation
  • With your existing assets
  • with your annual savings
Choose Suitable Option
  • Based on
  • Post Tax and Inflation Returns
  • Your investment preferences
  • From all types of investment class
  • Counsellors to discuss and advise
Invest
  • Invest in Suitable Instrument
  • Online or Offline
Monitor & Review Life Time
  • Monitor performance of your investments
  • Evaluate your investments
  • LIVE portal to show your situation with
  • passage of time
  • Change strategies with change in situation

Tax Saving

  • Are you saving Tax only or creating your wealth too? Carefully planned Tax saving investment can make you wealthy.

Plan
  • How much you need to invest to Save Tax?
  • How much you can actually save?
Choose Suitable Option
  • Based on
  • Post Tax and Post Inflation Returns
  • Risk Type
  • Purchasing Power at Maturity
  • Features
Invest
  • Invest in best suitable Tax Saving Instrument - Online or Offline at your door step
Monitor & Review Life Time
  • LIVE portal to show your financial health with time
  • Monitor the performance of your investments
  • Counsellors to assist you in Planning

Hire Your Planner

  • Are you confident for achievement of goals with your strategies? Moving is important or moving in a direction is important?

Plan With Professionals
  • Get professionals to plan strategies for you
Choose Suitable Strategy
  • Chose the best suitable strategy after
  • impact analysis
Execute
  • Execute the strategy online or
  • offline at your door step
Monitor & Review Life Time
  • Monitor and Review your family's situation
  • with professionals

Testimonials

what our clients say


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!!


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8604098155(10am to 10pm )

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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.

The Benefits of Life Planning and Financial Planning

Your present is the result of planning you did a few years ago, Financial Planning provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances. For example, buying a particular investment product might help you pay off your mortgage faster or it might delay your retirement significantly. By viewing each financial decision as part of the whole, you can consider its short and long-term effects on your life goals. You can also adapt more easily to life changes and feel more secure that your goals are on track. Financial Planning makes you visualize and analyze the effects of your financial decisions on your life.

Who is a Financial Planner?

A Financial Planner is neutral or unbiased person who uses the Financial Planning process to help you figure out how to meet your life goals. The Planner can take a 'big picture' view of your financial situation and make Financial Planning recommendations that are suitable for you. The Planner helps you identify and quantify your needs in life with helping you set priority number for each goal in life. The Planner can look at all your needs including budgeting and saving, taxes, investments, insurance and retirement planning. Or, the Planner may work with you on a single financial issue but within the context of your overall situation. This big picture approach to your financial goals sets the Planner apart from other Financial Advisors, who may have been trained to focus on a particular area of your financial life.

Can you do your own Financial Planning?

Of course you are the best who knows everything about your situation, your likes, dislikes and all the aspects of your life. You can do your planning with the help of some websites, magazines, friends and other free or paid research services. You should plan with us if: A.You find yourself not competent enough in every field like Fixed Investments, Equity Investments, Commodity Investments, Life Insurance, General Insurance, Legal, Taxation, etc. B.You don’t find the resource to know about all the above mentioned fields. C.You need Logical Plan for your self – without biases. D.You want to focus on your career and you need a planner to take care of your affairs.

Be sure you're getting Financial Planning advice

The government does not regulate Financial Planners as Financial Planners; instead, it regulates Planners by the services they provide. For example, a Planner who also provides insurance transactions is regulated as an insurance agent. As a result, the term 'Financial Planner' may be used inaccurately by some Financial Advisors. To add to confusion, many Financial Advisors like accountants and investment Advisors can also offer Financial Planning services. To be sure that you are getting Financial Planning advice, check that the Advisor gets remuneration from planning for your family, even without selling you other products.

Developed By : © 2015 Adad Fin Advisors Pvt. Ltd.