Goal Based Financial Planning

Beginner’s Guide to Goal based Investing

Listen to This Podcast if you enjoy Auditory Learning. What is goal based financial planning? Goal based financial planning is where you take your goals and use them as the guiding principles to map out your entire financial future. Before we get into the details, let us first understand what goal based planning is. Goal […]

Why Protecting Wealth is more Important than Growing Wealth?

What if you have invested 50-60% of your income for a decade and also achieved 12% CAGR, but your father’s Health Deteriorated and had to hospitalized and you don’t have medical insurance for him? What if you have created your financial plan and been saving and investing a greater portion of your money and also […]

How do I choose an ETF for my portfolio?

ETF Investing is Passive Investing which essentially means your fund is mimicking its benchmark index. ETFs include a basket of securities that mirror the target benchmark. However, units of an ETF are listed and traded via stock exchanges like any other security.

The 5 Levels of Investors

What type of investor do you want to be?
One great thing about freedom is the freedom to choose to live the life you want to live.
Regardless of what level you find yourself you can always learn more and take action.

Personal Finance Planning -Case Study

Based on above actions Dr. Devendra’s networth grew by 23% in just one year and non financial benefits enjoyed by Dr. Devendra family is ;
1) They are in total control of their personal Finance
2) They are more confident about financial future
3) They are now eying wealth creation , not just achieving financial goals

PlanetWealth Financial Advisors
Email: care@planetwealth.in
Phone: +919328190022
Url:
First Floor, Modh Mahodaya Bhavan, Opp Chandreshwer Mahadev Temple, Nr. Meghani Circle
Bhavnagar, Gujarat 364001