Financial Planning India | Certified Financial Planner (2024)

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Financial Planning India | Certified Financial Planner (2)

Financial Planning puts you into a process, builds Good Financial habits and Discipline. These 3 ingredients are enough for a Great Financial Life

- Manikaran Singal

Yes, Its not only about making Investments, its about achieving Goals

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Our Services

Live RICH- Grow Money

A Completely Online, Customized and Personalized Financial planning Service. A Professional hand holding will always be along with you. This service isWith Complete Implementation, Monitoring and Ongoing Support.

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Plan RICH- Save Money

This is a FinancialPlan onlyService, for DIY Investors. You will get the Detailed Customized Financial plan document and Investment advise.Without the Implementation Support and Ongoing Advice.

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Why You Need Financial Planning?

To Manage Life's Uncertainties

Nothing is Sure in today's time. Income, Job, Health...Future always looks uncertain. What is certain is the coming Responsibilities and Old age. When you understand this, then its not difficult to accept that You have to Plan Well..to Live better. Planning gives you confidence and courage to work towards the future

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To SAVE WELL & INVEST SMART

Financial planning is a Powerful way to have holistic look at your life and determines which products are suitable for your RISK PROFILE, taking into account your long and short term goals. That way, you have sufficient money at the RIGHT TIME.

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To Organize Money Matters

Taxes, insurance, investments, estate matters...all are interconnected and require equal attention. It is possible to manage them all well with a proper structure in place. Therefore, peace of mind is guaranteed.

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“A financial plan puts your money in a structure, allowing you to focus on other aspects of your life that are equally important"

Financial Planning India | Certified Financial Planner (6)

YOU ARE JUST A CLICK AWAY FROM YOUR FINANCIAL WELLNESS

your money management will be put into a structured process.

Your Income, Expenses, Assets, Liabilities, Insurances, Investments, Loans etc. Will be analysed and

Detailed Financial Plan be Prepared for you with action points on how to achieve your Financial Goals

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My first meeting changed my perspective

Financial Planning India | Certified Financial Planner (7)

I did feel that Financial Planning was important but could never really devote enough time to it. Internet obviously gave me huge amount of information but it was all very distributed and inconsistent. Mani simplified things so that I could understand them better. The idea of financial planning, as explained to me by Mani, made a lot of sense. Mani is a very organized and diligent professional. He really knows what he is saying and strongly believes in that.

Vishal Chalana, Entrepreneur, USA

Financial Planning Simplified

Great Financial Life starts with Good Money habits. Financial Planning makes your Life Simple, Disciplined and Goal Oriented

Financial Planning India | Certified Financial Planner (8)

Worry FREE...Premium Service

It's only natural for someone to be apprehensive about using a Paid SERVICE, where there are no guarantees. As such, let me take the risk from you, and assure you that if you do not find the service useful or not as you had anticipated, we will refund you 100% of your payment. No Questions Asked.

His approach is to educate clients in a way that is easily understood

Financial Planning India | Certified Financial Planner (9)

Manikaran ; wealth manager for my high-end portfolio has been always looking for the best way for me to maximize my investment. He is knowledgeable about the market and savvy to consumer impressions and misconceptions. His approach is to educate clients in a way that is easily understood. He examines what is presented to him and then lays out a plan with various options that are up to you to decide which you would prefer. He goes over all options and what would result in each option.

Vivek Shrivastava, UPS (Asia Pacific), Singapore

Your Money Management Needs Your Attention

We will UN-complicateyour Financial Life, by advising you on selecting less, but good and ideal investments.

More than Investment, Good Money management is aboutyour Financial Wellness.

Your Money should Give you Good Life.

Let's start

Financial Planning India | Certified Financial Planner (10)

"Financial Planning gives you clarity, provides direction to your Goals & meaning to your Financial Decisions. It makes you disciplined towards your Money & Life."

financial Planning process

  • GET
  • SET
  • GO

We get to know each other at this stage. You are welcome to ask us any questions, and we would like to know your financial information in a structured format using Predefined formats, Risk Profilers...so we can ask pertinent questions.

frequently asked questions

Why there is a need for Financial Planning?

How would the Financial Planning Process Work?

How Regular is this exercise? Onetime, Bi Annually or Annually?

What areas of Personal finances will the Financial plan Cover?

Will you help in the Implementation of the Plan too? Can I do it myself?

How do you Serve the clients? Can we do it online?

Why to Pay FEE, when we are getting Financial Planning for FREE?

How are you Different from Other Advisers?

What Guarantee you give on the Investment Returns?

What Kind of Client Profiles you have Served till now?

Who will do my Financial Planning ? You or Robo or Team?

I am more comfortable with Personal Meetings, Will you help?

Let's have a No Strings attached FREE Discussion on your requirements and explain how You will get benefit from our Services . Fill in your details in the below form, We will Call you.

© 2020 Good Moneying. All rights reserved

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Financial Planning India | Certified Financial Planner (2024)

FAQs

Is CFP available in India? ›

Pathways to CFP Certification

There are 2 Routes available to study for CFP course in India. 1 – Instructor Led FPSB Board has authorised Education Partners in India who offer CFP Study programs based on the curriculum provided by FPSB. Student can enrol with an Education Provider.

How to get a CERTIFIED FINANCIAL PLANNER in India? ›

The process for becoming a CERTIFIED FINANCIAL PLANNER is as follows:
  1. Sit for and pass the required CFP exams.
  2. Obtain experience as required (per the experience details here, you must gain 1-3 years of relevant work experience).
  3. Complete the New CFP Form.
  4. FPSB Ltd. ...
  5. Receive your certificate and badge from FPSB Ltd.

Is CFP worth it in India? ›

Becoming a CFP in India unlocks a wide range of career opportunities in the financial services industry. Here are some promising avenues to explore: Financial Advisor: Help individuals and families achieve their financial goals through personalized guidance and investment strategies.

What is the salary of CFP in India? ›

CFP Salaries in India

The average salary for CFP is ₹6,00,000 per year in the India. The average additional cash compensation for a CFP in the India is ₹1,00,000, with a range from ₹42,500 - ₹1,87,500. Salaries estimates are based on 83 salaries submitted anonymously to Glassdoor by CFP employees in India.

What is the difference between CFA and CFP in India? ›

CFAs are involved in asset allocation, portfolio strategising, investment analysis and financial reporting. On the other hand, professionals with the Certified Financial Planner designation are experts in financial planning and wealth management, from tax and estate planning to retirement and insurance.

Which is better, CFA or CFP? ›

When it comes to CFA vs. CFP certificants, a CFA helps high net-worth clients and corporations grow their wealth, while a CFP helps individual clients prepare for their future and meet their financial goals.

How much is the CFP exam fee? ›

Standard registration rate is $925.

How long is CFP certification valid in India? ›

Yes CFP certification is valid in India it is popular in more than 26 countries worldwide. For those looking for a career in the financial services sector, CFP Certification in India provides a definite edge over other candidates. Consumers, professionals & industry widely respect it.

Which countries accept CFP? ›

Of course, the CFP Certification is offered Financial Planning standard Board US and which is globally recognized in over 26 countries including Australia, Austria, Belgium, Brazil, Canada, China, China Taipei, Columbia, France, Germany, Hong Kong, Indonesia, Ireland, Israel, Japan, Malaysia, New Zealand, Republic of ...

Who hire CFP in India? ›

The financial, planning, investing, real estate, stock market, and banking industries all hire CFP graduates.

Is the CFP exam difficult? ›

The CFP® Certification Examination is equally as challenging as the CFA® exams, the CPA® exam, and bar exam. Every year, thousands of candidates go through this rigorous certification testing, but not everyone makes it to the finish line.

How many CFPs are there in India? ›

The Financial Planning Standards Board (FPSB) India data shows that India has 2731 Certified Financial Planners (CFPs).

Is paying a CFP worth it? ›

In the long term, a CFP® can also help you plan whether you have enough life insurance coverage and know what investments belong in your retirement strategy. A financial advisor who holds a chartered financial analyst (CFA) designation, on the other hand, may focus on investment advice.

What is the eligibility for CFP course in India? ›

The CFP course can be pursued after 12th or after completing your graduation degree. What is eligibility for CFP? The minimum eligibility criteria for the Regular Pathway is a 12th grade passing certificate from a recognised board.

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