Your guide to “Financial Planning.”
What is this book all about?
Our e-book “Plan My Finance” includes an in-depth analysis of financial planning and investments. It acts as a guide for your success. In this book we have discussed the following:
- Human lifespan
- Income & consumption
- Financial Planning
- Triple Protection Benefit
It also includes multiple case studies and their comparatives. Do check it out!
This book is developed in collaboration with Prudent Wealth.
Prudent Wealth is a Professional Financial Planning and Chartered Wealth Management Firm. It is North Bengal and Sikkim’s fastest growing Financial Consultant and Wealth Management Service Provider.
We have served over 1,700+ Clients & have an AUM of 200+ Cr. Prudent Wealth is founded with a vision to provide complete wealth management solutions with professional expertise and the highest level of service standards to its clients.
Our expertise, knowledge, years of experience, and thorough understanding of finance help the client achieve financial success.
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We would like to thank Chandan Ghosh, founder-director of Prudent Wealth, for giving us this opportunity to write this E-Book and sharing his valuable ideas. We would also like to thank the entire team of Prudent Wealth and the clients for their valuable inputs and experiences, which have helped us shape this book.
- Writer: Suraj Kar
- Co-writer and editor: Arpita Chatterjee
- Designer: Mansi Agarwal
Note to the readers:
This book is solely developed to help the readers understand the necessity of financial planning and investing and its benefits and drawbacks. The contents of this publication do not necessarily represent or suggest Prudent Wealth’s endorsement, recommendation, or favoring. This publication is solely intended for educational purposes.
For more information, reach us at [email protected]