PersonalFinancePlan is an online personal finance advisory firm that aims to provide quality financial advice to its customers and help them make prudent financial decisions in life.Your financial goals in life may vary from buying a home, children education and marriage and vacation abroad to a carefree retirement. We help bring discipline to your investments, reduce your financial risk and put your money on the right path to help you achieve your financial goals.We ensure that your life style never suffers and your finances do not come in your way of enjoying life to the fullest.
We are a fee-only personal finance advisory firm and do not sell any financial products. We do not receive any commission from any of the financial service providers such as mutual funds or insurance companies.
Being a fee-only financial advisor, we eliminate any conflict of interest and ensure that the interests of our clients are foremost and our clients are recommended financial products best suited to meet their financial goals.
About the Founder
Deepesh Raghaw is an alumnus of IIM Lucknow and Indian Institute of Information Technology, Allahabad. Deepesh has cleared all three levels of Chartered Financial Analyst program from the CFA Institute USA. Deepesh is also a SEBI registered investment adviser and is one of less than 250 individuals/entities granted such registration by SEBI. Deepesh has rich experience in software, telecom and banking. He quit his job as a banker with a leading private bank to start PersonalFinancePlan.
Deepesh is passionate about personal finance and after years of advising his friends,family and colleagues informally about their personal finance matters decided to formalize the advisory business. He plans to spread awareness about personal finance and the importance of financial planning and disciplined investing in achieving financial goals. Such awareness, he hopes, will improve financial literacy and curb mis-selling of financial products. Many of Deepesh’s personal finance articles have been published in leading business newspapers such as Business Standard and The Financial Express. Deepesh also appears regularly on personal finance shows on Business Television.