DIY Structured Learning

Step by Step Financial Planning Guide

For Salaried Individuals For Working Professionals For Self Employed Individuals

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Personal Finance Category

Module 01

Financial
Foundation

Ensures your financial foundation is robust to deal with financial unsuitability.

Module 02

House Purchase Planning

Learn how when is the right time to buy a home for yourself and your family.

Module 03

Debt Management & Credits

Covers the lesson to ensure you can handle your loan and use your credit option wisely.

Module 04

Financial Goals & Mindset

How to secure your financial future & have the correct financial mindset in 360-degree

Module 05

Retirement

Guide to Early Retirement and Retirement Investment Option.

Module 06

Wealth Building

Covers all the lessons regarding investing, risk-return and  Investment Technique.

Module 07

Tax Planning

Covers lessons to plan your taxes wisely and introductory lessons on tax filing.

Module 08

Estate Planning

Guide on writing WILL so that you can pass your legacy smoothly.

Who is this for?

With plenty of personal finance information on the web, you may need pin-pointing information.

Step by Step Financial Planning Guide is a structured learning resource designed for working professionals like you who want to enhance their personal finance skills and knowledge.

Not more, not less – Just what you need!

Why You Should Read This?

After reading Step by Step Financial Planning Guide, you will have enough knowledge to distinguish between right and wrong, which will help you avoid making bad financial decisions.

Financial Planning is not limited to investing but is much beyond investing.

The financial planning process includes all aspects of personal finance, from understanding the current financial situation to achieving long-term goals. 

As you are reading this, here are a few questions that might be running in your mind:

And the list can go on and on.

Who is this for?

With plenty of personal finance information on the web, you may need pin-pointing information.

Step by Step Financial Planning Guide is a structured learning resource designed for working professionals like you who want to enhance their personal finance skills and knowledge.

Not more, not less – Just what you need!

Why You Should Read This?

After reading Step by Step Financial Planning Guide, you will have enough knowledge to distinguish between right and wrong, which will help you avoid making bad financial decisions.

Financial Planning is not limited to investing but is much beyond investing.

The financial planning process includes all aspects of personal finance, from understanding the current financial situation to achieving long-term goals. 

As you are reading this, here are a few questions that might be running in your mind:

And the list can go on and on.

In investing, knowing what is right and, even more importantly, knowing what is not right for you is essential.

Financial Foundation

Guide to ensure your financial foundation is robust to deal with financial unsuitability and safeguard your savings.

Module 01

House Purchase Planning

Learn when is the right time to buy a home.

Module 02

Debt Management & Credits

Guide to ensure you can handle your loan and use your credit option wisely.

Module 03

Financial Goals and Mindset

Guide on how to secure your financial future in 360-degree

Module 04

Retirement

Guide to Early Retirement and Retirement Investment Option.

Module 05

Investing and Wealth Building

Guide  regarding investing, risk-return and  Investment Technique.

Module 06

Tax Planning

Guide on planning your taxes wisely and introductory lessons on tax filing.

Module 07

Estate Planning

Guide on writing WILL so that you can pass your legacy smoothly.

Module 08

Implementation Roadmap

Get Started

Part-1
(Set a strong Financial Foundation)

Buy Adequate Life Insurance

Direction Arrows
Step 01

Buy Good Health & Critical Illness Insurance

Direction Arrows
Step 02

Build Emergency Fund

Step 03

Part-2
(Preparation before investing)

Work on your Budgeting (Income And Expenses)

Set Financial Goal (Clear And Realistic)

Analyze Your Existing Investment and Map it to the Right Goals

Analyze the Investment Gap

Choose Suitable Investment Options Considering Your Risk Appetite

Start Investing

👨‍👩‍👧‍👦

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Salma-Sony-CFP

About Me

SEBI Registered Investment Adviser

I am a SEBI Registered Investment Adviser and a Certified Financial PlannerCM with 12 years of experience in the financial industry. I aim to improve India’s financial literacy and enable people to learn about financial planning in the most simplified way. Professionally, I help individuals plan their finances in a 360° approach, from budgeting to investing using financial planning so that they can live a financially peaceful life. So far, I have worked on 300+ comprehensive financial plans.

Salma Sony

Salma-Sony-CFP

About Me

SEBI Registered Investment Adviser

I am a SEBI Registered Investment Adviser and a Certified Financial PlannerCM with 12 years of experience in the financial industry. I aim to improve India’s financial literacy and enable people to learn about financial planning in the most simplified way.

Professionally, I help individuals plan their finances in a 360° approach, from budgeting to investing using financial planning so that they can live a financially peaceful life. So far, I have worked on 300+ comprehensive financial plans.

Salma Sony

I Am

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Calculators

SIP Calculator

Use this calculator to calculate the expected future value of your SIP investment based on the chosen interest rate and number of years.

Inflation Calculator

Use this calculator to calculate the future value of money based on the Inflation rate and number of years.

Lumpsum Calculator

Use this calculator to calculate the expected future value of your lumpsum investment based on the chosen interest rate and number of years.

Loan Calculator

Use this calculator to calculate the expected loan EMI amount and the total interest payable at the applicable interest rate and and chosen loan tenure.

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