Financial Plan Yadnya: Financial advisory services in India - finplanyadnya.in

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personal Financial Planning banner image - helps to Plan in guaranteeing a harmony between outgoing and incoming of assets with the goal that stability is kept up. This banner telling us that if how can we plan in correct way so, it will returns a secured future.

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All aspects of Financial Planning

All aspects of Financial Planning - planning about Insurance Planning, Risk Planning, Tax Planning, Investment Planning, Retirement Planning, budget Planning, Estimate planning, Goal planning. This image telling us the details of how to plan an dwhat will be benefits of the financial planning.

Features

financial plan feature 1 - Personal Complete Personal Financial Planning Process

Complete Personal Financial Planning Process

financial plan feature 2 - Know what Financial Planners do.

Know what Financial
Planners do?

financial plan feature 3 - yadnya provides 15+ Calculators & 20+ Templates for understanding.

15+ Calculators &
20+ Templates

financial plan feature 4 - Simplified with many Examples & case studies

Simplified with Examples and Case Studies

financial plan feature 5 - 500+ pages of India specific information on ‘how to create Financial plan’

500+ pages of India specific information on ‘How to create a Financial Plan?’

financial plan feature 6 - Weekly information updates + new articles

Weekly information updates + new articles

content index - in this image containing a laptop showing dashboard of yadnya's website. dashboard showing how to manage the Retirement corpus?

Content Index

Investment Basics
Convert Goal to Plan
Introduction to Financial Planning
Financial Assets
Current Financial Status
Financial Plan Implementation
Risk Planning
Financial Plan Review
Financial Goals
Goals Reached

View Content Index

Consequences of non payment to APY account - in this image explained points are - accidental death benefit rider, accidental disability benefit rider, critical illness benefit rider, walver of premium rider, term rider, income benefit rider.

in this image explained about four ways to manage risk. types are - Assume risk, avoid risk, share risk, transfer risk to someone.

This image distinguished between corups after 30 years and corpus is smaller with calculated examples.

why revieving your financial plan is neccessary - achieveable goals, change in incomes, contingencies and expences, number of dependents, change in TAX status, new goals, change in risk appetite and risk tolerance, asset performance

Infographics

50/30/20 Rule of Budgeting, Thumb rule to manage budget, How to save money to create wealth

Money Mistakes to Avoid, Financial Planning for Dummies

How to become Rich - Define your Financial Goals | Financial Planning Series

Converting our financial goals to a financial plan | Financial Planning Series

Videos

20+ Templates

Personal Cash Flow

Personal Cash Flow

Risk Profile Assessment

New Asset Allocation

New Asset Allocation

15+ Calculators

Calculate Your Net Worth

Calculate Your Net Worth

Retirement Calculator

Retirement Calculator

Home Loan EMI Calculator

Home Loan EMI Calculator

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