Do you want my Aid ?
5 min read
I have been writing this web site for in excess of 7 many years now and one of the most popular queries that I get from visitors is irrespective of whether I provide any Financial Scheduling products and services. Allow me be upfront about this at the begin – I do not supply this sort of expert services in the way they are typically recognized, nor am I a SEBI registered Financial Planner. In reality, I have absolutely no intention of becoming one as well as I do not see this as my occupation.
Having said that, I do give a services to choose folks who tactic me right. I have specified the acronym of Support to it. The expanded type is Holistic Engagement in Lifetime Planning. In this write-up I will make clear about this company and explain as to how intrigued people today can avail of my providers for this. As I have described in various posts of my blog site, daily life setting up ought to precede economical scheduling. As an personal or as an individual liable for your loved ones properly being, you will have to have to prepare the important existence occasions as very well as the way of life choices you want to manage. Notice that the standard money planning method assumes that individuals will by and significant program for typical goals these as children’s education and learning, marriage, individual retirement and so on. I obtain this a absolutely unsuitable way of executing items as the everyday living of every single individual is distinctive and requirements to be catered as these kinds of.
So what is Assist then? As I mentioned, the starting off point is to acquire inventory of your existence in conditions of wherever you are today and what are your dreams as a family members – individually and collectively. So if you are a relatives of 4 with two teenaged son and daughter, your goals could glance like this when you are 42 several years outdated :-
Son wishes to choose up a profession in Bio technological know-how, daughter needs to be a movie maker.
Your wife is 38 and gave up her profession for her youngsters 10 several years back – she now wants to open up a boutique of her individual in the up coming 3 decades.
You are interested in starting off your Consultancy follow by the time you are 50 and for that you will need to be economically impartial.
All of you like travelling and want to consider a domestic family vacation each individual yr apart from short outings and also an worldwide holiday every single alternate yr.
The strategy of Assist is to bring out these life goals and way of life decisions clearly, so that it can be established what variety of fiscal assistance these would require and how can that be arranged. Indeed, the final element will require fiscal organizing but it will be in a extremely distinctive way than just how to get MF by means of SIP and so on.
As I stated, I have supplied Assistance to quite a few people and all these have been persons who have approached me following examining my web site. Some illustrations will make intriguing examining:-
Suggested a Colonel in Indian military as to how he could fulfill his dream of migrating to Canada in a instructing job.
A computer software professional in Kolkata was worried about longevity of position and labored out an alternate prepare must these types of an party take place.
Obtained several individuals began on building a stock portfolio from scratch.
Take note that in all of these scenarios, the folks presently had a economic program designed as a result of a SEBI accredited Monetary planner but they have been not delighted with their existence and life style.
The dilemma that will unquestionably be asked is why am I the correct individual to do this? Let me begin by providing some qualifications of myself :-
BE in Personal computer Science & Engg from Jadavpur college, Kolkata in 1986.
PGDM from IIM Calcutta in 1988, with important in Advertising and Systems.
General encounter of 34 yrs plus, 27 a long time in common corporate roles and practically 7 several years now in my Consultancy observe.
I have worked practically solely in the computer software services and BPO house.
Have worked as a CXO for 15 years in addition, just about half of this in 2 publicly shown organizations.
Lived in Kolkata, Delhi, Chennai and Hyderabad aside from obtaining travelled greatly all via the world for my function.
Have been financially impartial since 2014 and composing a web site considering the fact that 2015 June. The blog has experienced sights in surplus of 5 lacs until day.
My daughter is BE from BITS, PGDBM from XLRI and doing the job in a Consultancy organization now. My son has a dual diploma from BITS – Msc Maths + BE in Computer system Science and is working in a US MNC now.
I am connected with encouraging pupils in occupation counselling for Engineering / MBA. As section of that I have helped much more than 250 people today right and 1000’s indirectly to get into the very best B universities of the place, together with the leading IIMs.
Am in the Hyderabad panel for IIMC admissions.
I consider in the Indian context, I am one particular of the few folks who are capable to provide a assistance this sort of as Assistance. This has been established by the 20 in addition conditions exactly where this is performed.
So if you are intrigued in understanding far more about this, how do you get started out? Perfectly, the very first move will be to publish to me at rajshekhar_roy@yahoo.co.british isles expressing your interest to avail of this. I will then inquire a number of issues more than mail to evaluate your present-day circumstance and then we can have an introductory call. Right after this I will allow you know if I can do this for you and what will it price.
Normal length for the comprehensive training is 2 months, with 2 interactions over cellular phone for every week and there is a one particular time expense initially. This will be in the range of 30000 to 50000 Rs based on the circumstance, so you can get back to me only if you are relaxed in this. Of study course, there are no expenses for having a discussion 🙂
If you reach out to me, do not get offended on my lack of ability to choose you up ( if that happens ). I am executing this to include serious value to the lives of the people i have interaction with and , consequently, are unable to spread myself far too slim.
Seem forward to hearing from some of you – think me, your lifetime will endure a severe transformation at the time you go as a result of this physical exercise.
