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Seven Steps to Financial Freedom: A Family's Guide to Managing Money

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This is a book on financial planning in India and would be useful for individuals, mutual fund agents, insurance agents, wealth managers in banks and students of financial planning. This book charts out the seven steps of financial planning process and provides a user's guide to managing money for an individual. It has interactive worksheets that allow a person to work-out This is a book on financial planning in India and would be useful for individuals, mutual fund agents, insurance agents, wealth managers in banks and students of financial planning. This book charts out the seven steps of financial planning process and provides a user's guide to managing money for an individual. It has interactive worksheets that allow a person to work-out long term goals, understand his own risk profile and then quantify the goals, as well as workout the target savings and products to choose to attain the goals. About The Author: Monika Halan - Consulting Editor (Personal Finance) ? The Indian Express and The Financial Express; Associate Certified Financial planner (ACFP). Table Of Contents: Introduction ? Step 1: Find the Bearings ? Step 2: Protect the Present ? Step 3: Identify the Dreams ? Step 4: Choose the Route ? Step 5: Put It All Together ? Step 6: Begin the Journey ? Step 7: Review the Progress ? End Note ? Appendices ? Glossary


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This is a book on financial planning in India and would be useful for individuals, mutual fund agents, insurance agents, wealth managers in banks and students of financial planning. This book charts out the seven steps of financial planning process and provides a user's guide to managing money for an individual. It has interactive worksheets that allow a person to work-out This is a book on financial planning in India and would be useful for individuals, mutual fund agents, insurance agents, wealth managers in banks and students of financial planning. This book charts out the seven steps of financial planning process and provides a user's guide to managing money for an individual. It has interactive worksheets that allow a person to work-out long term goals, understand his own risk profile and then quantify the goals, as well as workout the target savings and products to choose to attain the goals. About The Author: Monika Halan - Consulting Editor (Personal Finance) ? The Indian Express and The Financial Express; Associate Certified Financial planner (ACFP). Table Of Contents: Introduction ? Step 1: Find the Bearings ? Step 2: Protect the Present ? Step 3: Identify the Dreams ? Step 4: Choose the Route ? Step 5: Put It All Together ? Step 6: Begin the Journey ? Step 7: Review the Progress ? End Note ? Appendices ? Glossary

32 review for Seven Steps to Financial Freedom: A Family's Guide to Managing Money

  1. 5 out of 5

    Shikhar Agarwal

    A very brief overview about how one can go on planning his or her financial life, was mostly non technical but requires some basic knowledge about some of the investment options and policies. One of the things which I liked was the suggestions given regarding the type of investments one should go about in their 20s, 30s, till 60s. Could have been better if it explained some of technical know hows around financial planning.

  2. 5 out of 5

    Anil

  3. 4 out of 5

    Piyush

  4. 5 out of 5

    surbhi singhal

  5. 4 out of 5

    SM

  6. 4 out of 5

    Swaroopa

  7. 5 out of 5

    Madhur Ahuja

  8. 5 out of 5

    Amber Jain

  9. 4 out of 5

    Aunish Nadda

  10. 4 out of 5

    Fakhruddin

  11. 5 out of 5

    Gerard

  12. 5 out of 5

    Pulkit Vaishnav

  13. 4 out of 5

    Yatin Shinde

  14. 5 out of 5

    Sundeep

  15. 4 out of 5

    Deepak Mishra

  16. 5 out of 5

    Ras

  17. 5 out of 5

    Mouneka

  18. 4 out of 5

    Misra Gananath

  19. 4 out of 5

    Mizan

  20. 5 out of 5

    Shailendra Kumar

  21. 4 out of 5

    Nikhil

  22. 5 out of 5

    Rishiraj Surti

  23. 5 out of 5

    Prashant

  24. 5 out of 5

    Anup

  25. 4 out of 5

    Aparna

  26. 5 out of 5

    Ved Prakash

  27. 5 out of 5

    Sai Vignesh

  28. 4 out of 5

    MadhuRuna18

  29. 5 out of 5

    Dristi Jain

  30. 5 out of 5

    Aneesh Ghosh

  31. 4 out of 5

    Piyasa Das

  32. 5 out of 5

    Samhitha D Jain

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