As a student of financial planning I have been learning since 2006. Since then I observed
That the maximum benefit any financial planner can give to any customer is the middle class
We are able to add a few ZEROS in the net worth of wealthy.
When it comes to middle class it’s the value addition of life.
A student can get better education, better settlement and retirement with DIGNITY.
But the irony is, everyone is interested in his own growth so most of the actually skilled financial planners are available for wealthy only (including me).
Then I saw that most of the families from middle class considered agents and bankers as financial advisors
Without considering that they make money by selling their product without even understanding YOU or YOUR NEED.
Ashok from Surat used to save 15 lacs yearly for 20 years, yet he couldn’t be called wealthy at 60, why?
Most of the families from middle class loose more than Rs. 40 lacs just because of unawareness of handling money.
So I started PLANYOURWORLD to make the families use the SECRETS of finance and investment.
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