"Why do we need this book?
- Lack of knowledge regarding financial products among individuals and families in India.
- Financial planning is not a habit for majority of individuals.
- Non-maintenance of information regarding Financial Records for the family members
- Lack of communication among family members regarding financial investments
Benefits of this book:
- It can help individuals to undertake financial planning in a simple yet effective manner.
- It provides all the valuable information needed to make sound investment decisions and plan for retirement.
- It provides templates to bring all financial information on a single platform.
- Helps maintain a login ID and passwords of the digital investments’ records in one place in case of contingency.
- Developed by a Certified Financial Planner (CFP) with rich experience in financial products and a senior management faculty at a leading management institute with 25 years of professional experience."