Financial Wellness Coaching
Master your finances. Achieve your goals. Live with confidence.
P
L
A
N
M
Y
F
I
N
Loading
Your Personalized Path to Financial Wellness Starts Here
One-on-one coaching that connects your financial reality with your life purpose. From retirement planning to goal achievement—experience complete financial well-being tailored just for you.
Retirement Planning
Investment Strategy
Risk Management
Tax Optimization
Legacy Planning
Goal Achievement
Wealth Building
Insurance Solutions
Portfolio Management
Emergency Funds
0+
Years of
Experience
Who We Are
Transform Your Financial Life with Expert Guidance
Individual &
Family Planning
Business &
Employee Solutions
We believe financial wellness is the most important life skill. Through one-on-one coaching and personalized plans, we help individuals master their finances and organizations build thriving, financially healthy teams. Our approach is objective, comprehensive, and focused on empowering you with the knowledge and strategies to achieve every financial goal.
Talk With Us0+
Years of
Experience
CFP
Certified Financial
Planner
360°
Holistic Financial
Planning
Key Focus Areas
The 11 Pillars of Your
Financial Wellness
why choose us
Your Partner in Financial Success
Holistic Wealth Planning
Complete financial strategy covering investments, retirement, tax optimization, and wealth preservation.
Goal-Based Success
Retirement. Education. Property. Travel. Achieve every milestone with realistic, actionable plans.
Complete Risk Protection
Safeguard your family, health, income, and assets with comprehensive insurance and risk planning.
Objective, Unbiased Guidance
Only trustworthy advice focused on your financial well-being and goals.
Testimonials
What our Client Says About our Services
Rajesh Kumar
IT Professional, Bangalore"I was totally confused and overwhelmed. Arun’s plan helped me get started. Now, every investment is considered and clear."
Priya & Sandeep Mehta
Corporate , Mumbai"We lacked a real plan or direction before. Now, with guidance, we invest right. Every rupee for every milestone and dream now."
Anjali Deshmukh
HR Director, Tech Company"Teams suffered stress and low morale. This great program changed everything. Everyone now feels secure, focused, and supported."
Vikram Iyer
Business Owner, Chennai"I had too many doubts about my plans. Now, all numbers are real and clear. I can retire peacefully and pursue my vision."
Our Benefits
You Take Control of Your Financial Future
Our Mission
Empower individuals and organizations to achieve financial well-being through objective, comprehensive, personalized guidance.
-
Objective Financial Guidance
-
Comprehensive Wealth Planning
Our Vision
Transform financial stress into confidence by making quality financial planning accessible to everyone.
-
Financial Freedom for All
-
Clarity Over Confusion
Our Philosophy
Education over sales. Holistic planning over product pushing. Your success is our only measure.
-
Zero Product Bias
-
Client Success First
Debt Management
Optimize loans, reduce EMI burden, and achieve debt-free status faster with strategic planning.
Legacy Planning
Wills, nominations, and estate strategies to protect your family's financial future.
Emergency Fund Planning
Build 3-6 months expense reserves and optimize cashflow for complete financial stability.
Tax Optimization
Reduce tax burden through strategic planning while maximizing wealth creation legally.
Our Blog
Insights from Latest Blog
05
Dec
- PlanMyFin Team
- 5 min read
Why 80% of Indians Don't Have a Financial Plan
Most families handle money reactively—paying bills, making random investments, buying insurance when pushed. Without a plan, you're navigating blind.
The solution: A written plan covering goals, timelines, required savings, risk coverage, and investment strategy—turning financial chaos into clarity.
03
Dec
- PlanMyFin Team
- 6 min read
The Costly Mistakes Investors Keep Making
Chasing past returns: Last year's top performer is rarely next year's winner. Timing the market: Trying to predict ups and downs destroys wealth.
The fix: Invest based on your goals and risk capacity, not market noise. Stay invested through cycles. Review annually, not daily.
01
Dec
- PlanMyFin Team
- 4 min read
Emergency Fund: Your First Financial Priority
How much: 3-6 months of essential expenses (rent, EMIs, groceries, bills). Where: Savings account, liquid funds—not equity or fixed deposits.
Why it matters: Job loss, medical emergency, urgent home repairs—life happens. An emergency fund prevents financial disasters.