💡 Holistic Financial Planning
In today's complex financial landscape, the need for comprehensive, unbiased financial guidance has never been more critical. We provide complete financial wellness solutions that go beyond investment advice.
P
L
A
N
M
Y
F
I
N
Loading
About Us
Who We Are
The Journey Behind Our Financial Wellness Mission
PlanMyFin is a leading financial wellness coaching platform in India, dedicated to empowering individuals and organizations with the essential life skill of financial management through personalized, objective guidance.
🎯 Personalized Approach
Every individual's financial journey is unique. We deliver customized financial wellness plans tailored to your specific goals, risk profile, and life stage—transforming confusion into confidence and clarity.
Client Success Rate
Lets Talk With Us
Founder
Meet The Founder
The Visionary Behind PlanMyFin
Pioneer in financial wellness coaching, transforming how Indians approach personal finance
Professional Qualifications
MBA
LLB
B.Com
CFP®
FIII
Arun Joseph MBA, LLB, CFP®, FIII — Leading India's Financial Wellness Revolution
With credentials spanning business, law, and finance, Arun Joseph brings a rare multidisciplinary perspective to financial planning. His journey began over 15 years ago when he recognized a critical gap in India's financial services landscape—the absence of unbiased, client-first guidance that empowers rather than sells.
As one of India's first-generation financial wellness coaches, Arun pioneered a holistic approach that treats financial planning not as a product sale, but as an essential life skill everyone deserves to master. His philosophy is simple yet revolutionary: financial decisions should emerge from clarity and conviction, not confusion and pressure.
15+
Years of Experience
1000+
Families Empowered
CFP®
Certified Since 2010
Specialized Expertise
Financial Wellness Coaching
Empowering individuals with comprehensive financial literacy and personalized planning frameworks
Goal-Based Planning
Scientific approach to retirement, education, and legacy planning with inflation-adjusted projections
Risk Management
Comprehensive insurance planning and portfolio risk assessment strategies
Financial Education
Resource person for leading business schools, conducting workshops and seminars nationwide
Product Research
Deep analysis of financial products to separate genuine value from marketing hype
Corporate Consulting
Employee financial wellness programs and treasury management solutions for organizations
Financial wellness isn't about having the most money—it's about having the right
knowledge, making informed decisions, and experiencing the confidence that comes from
being in control of your financial destiny
What We Do
Holistic Financial Planning for People & Businesses
Personal Financial Planning
Custom financial roadmaps covering retirement, children's education, emergency funds, legacy planning, and wealth building strategies.
Investment & Portfolio Management
Risk-adjusted asset allocation, mutual fund selection, portfolio rebalancing, and ongoing monitoring for optimal returns.
Insurance & Risk Planning
Term life insurance, health coverage, critical illness protection, and property insurance—complete risk assessment and solutions.
From Financial Stress to Financial Freedom—We Guide You Know All Services
Contact Us
Please Keep in Touch With us When you want
Our Blog
Insights from Latest Blog
28
Nov
- PlanMyFin Team
- 5 min read
Term Insurance: Protection Your Family Can't Live Without
Coverage needed: 15-20x your annual income—enough to replace your income for 15-20 years. Cost: Surprisingly affordable—₹10-15k/year for ₹1 crore cover.
Critical mistake: Buying LIC endowment/ULIP thinking it's insurance. Pure term insurance is what your family needs.
25
Nov
- PlanMyFin Team
- 6 min read
Start Retirement Planning Now—Not at 50
Reality check: ₹50,000/month today = ₹1.6 lakh/month in 30 years (4% inflation). You'll need ₹4-5 crore corpus minimum for a comfortable retirement.
Power of early start: Investing ₹20k/month from age 30 beats ₹50k/month from age 45—time is your biggest advantage.
22
Nov
- PlanMyFin Team
- 5 min read
Tax Planning: Save Smarter, Not Harder
Old regime: Use 80C (ELSS, PPF, EPF), HRA, 80D (health insurance), NPS (80CCD)—save up to ₹1.5 lakh tax. New regime: Lower rates, fewer deductions.
Smart move: Calculate which regime saves more. Don't invest just for tax—invest for goals, save tax as a bonus.