Our Services

Our Services - Planyourmoney.in

Subramanian
Services
Our Services

Are you unable to decide where to invest? Every individual is unique and so is your risk profile which determines the kind of investor you are. You may have various goals with differing horizons. It is important to choose the right type of investments that will best help to achieve your goals

Financial planning is about more than just good advice and investment returns. It’s about the GUIDANCE THAT YOU CAN TRUST. We help you find your TRUE NORTH to achieve your financial dreams, goals & aspirations through SMART choices

Our Services

Mutual Fund Advisory
  • Expert advice on mutual fund investment strategies.
  • Asset allocation
  • Balancing Portfolio
  • Providing market outlook

Mutual Fund Advisory

Mutual fund investment strategies.

Analysis & Insights
  • Analyse your existing portfolio
  • Check performance of your mutual fund
  • Provide insights on market outlook

Periodic Review Image

Keep you informed about your investments

Periodic Review
  • Perodic review of your portfolio
  • Check your asset allocation as compared to your risk profile
  • Re-balance your assets based on market movements
  • Provide feedback and changes to your portfolio

Periodic Review Image

Regular reviews of your portfolio.

Mutual Fund advisory & investments

This involves providing expert guidance to investors seeking to make informed decisions about investing in mutual funds, considering their financial goals, risk tolerance, and investment horizon.

We assess an investor’s financial situation, investment objectives, and risk appetite to recommend suitable mutual fund schemes that align with their goals, aiming to optimize returns while managing risk.

We research and understand the different types of mutual funds, associated fees, historical performance, and risks before seeking mutual fund advisory services and making investment choices that align with their financial aspirations.

Rebalancing a portfolio is the process of readjusting the asset allocation to maintain the desired risk-return profile. As certain assets perform differently over time, rebalancing helps investors stay aligned with their original investment strategy.

What makes us unique ?

  1. Risk profiling & risk based investment recommendations
  2. Assessment of existing portfolio & guidance in re-balancing
  3. Personalized unbiased investment choices
  4. Understanding your goals and aspirations and help in making the right investment decisions
  5. Hassle-free transactions (SIP & Lumpsum)
  6. Periodic assessment and reporting of your financial growth and well-being

Contact Info

You can reach out to me at subramanian@planyourmoney.in

You can also reach out to me via the following social handles :

  1. Linked In
  2. Twitter

Good Reads

  1. Journey towards Financial Independence
  2. Benefits of Goal Planning
  3. Goal Planning - Emergency Fund
  4. Early Retirement - How to retire in your 40's
  5. Case Study - Growing Annuity with mutual funds
  6. How are mutual funds taxed ?
  7. 5 facts you didn't know about PPF
  8. Things to check while buying your first house
  9. Why should you buy Health Insurance ?
  10. Life Insurance

Calculators

  1. Loan Calculator
  2. Higher Education Calculator

Testimonials

Subramanian has been managing my goal based portfolio for the past 2 years . As somebody who has a deep understanding of the financial markets with over 2 decades of experience, he provides unbiased advice to meet the goals comfortably - by avoiding undue risks & concentration. He not only provides comprehensive recommendations, but also goes out of the way to walk us through the rationale of asset allocation, diversification, disciplined periodic review & more importantly targeting achieving our goals by sensible risk taking.

Ramachandran G

Services Leader in Global MNC Bangalore

Subramanian has been a trustworthy financial advisor I have met so far. He provides right set recommendations that helps achieve our financial goals. His practical goal driven approach is the uniqueness of his service

Manoj Kumar

Software Engineer, Bangalore