Dear Investor/Reader, We are Happy to Connect with you. We thank you for getting in touch with us and for showing Trust in our Work. The document in front of your eyes has the power to change your financial life, it is written with a commitment that you get in action about your personal Finance. After writing 400 + articles, after replying to thousands of peoples comments and queries and after creating financial plan for many people we are clear that Financial Planning is an on-going journey and not a one-time activity to be done in your Life. We at JagoInvestor have adopted a new approach; instead of Traditional Planning we coach people on their finances. The Focus of Financial Coaching is to help you with the execution along with the planning. Coaching is an opportunity for us to spend a lot of time with you on educating you on your personal finance so that you get in full control of your financial life. Our Goal is to engage you into a process that will significantly improve the quality of your financial life. We will be your partners in your journey of achieving financial freedom. Looking forward to have you on board. For your Financial Success, Nandish Desai/Manish Chauhan

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There is a new model to re-invent your financial life: From years as an investor you have trusted only one approach that can make a difference in your financial life and that is traditional financial planning. In our experience some people may need an extra holding that helps them take their financial life to the next level. We at jagoinvestor have created a unique financial coaching model to individuals and small groups.

How it is different? Traditional Financial Planning

JagoInvestor Financial Coaching

Traditional Planning encompasses a stand- alone financial plan which includes defining goals and investment advice

Financial coaching on the other side focuses on your education, growth and overall decision process. It is based on art of listening, Listening to what is important to you—and what is not.

The starting point Traditional Financial Planning

JagoInvestor Financial Coaching

The traditional financial planning approach requires you to complete a financial questionnaire so that a plan is created based on your needs, goals, age, risk tolerance level and resources available.

Financial Coaching approach invites you to articulate your goals in your own words on a blank sheet of paper. You define what are your Dreams? We first examine what is your relationship with Money? - Laying a strong foundation is crucial.

How much risk should you take? Traditional Financial Planning

JagoInvestor Financial Coaching

As much as it is indicated in your risk Tolerance profile. Most of the times based on 100-your age formula.

First we must evaluate whether risk is necessary. The need for risk is weighed against your goals, and you decide your preferred option based on your level of comfort.

How do we measure Success? Traditional Financial Planning

JagoInvestor Financial Coaching

Report on your investment performance, relative to the market, using statistics, graphs, charts is presented.

Explain, in the language that you understand, the impact of your investment performance in relation to your current financial goals. It is simply to assess progress towards those goals.

How do we monitor Progress? Traditional Financial Planning

JagoInvestor Financial Coaching

Plan calculations are updated annually. The Focus is generally on a limited number of options: increase risk, increase savings, discards goals.

Communicate regularly, and respond to change as necessary by adjusting the balance of your goals and Priorities. It ensures confidence in your Investment strategy. You get the excel sheets to make changes on your own

How Financial Planning is perceived? Traditional Financial Planning

JagoInvestor Financial Coaching

Financial Planning is seen as onetime activity and not as a project. You pay fees, submit your data and get a document called financial plan.

Personal Finance is seen as an on-going activity to engage into. Personal finance is seen as a project. We use Project Management Software that enables you to see personal finance as a Project.

What’s in it for me ?     

We help you Transform your Relationship with Money Personal Finance Calculators ( Excel sheets and spreadsheets used by us to create your plan) Access to our On-line project management software. E-Books and other useful material (Special Reports. Videos) Buy/Sell Mutual Funds online (It is monitored by us)

Stages of Jagoinvestor Finanical Coaching

Jagoinvestor Financial Coaching helps you focus on Financial Freedom .The process is about helping you live the one life you have, the best way you can. Our approach operates from the principle that you want to define what financial success means to you and determine your own unique life goals. Stage One: Creating a New Relationship with money – Laying a strong Foundation. Stage Two: Clarifying Your Financial Life Vision – What Are My Goals and Dreams? Stage Three: Capturing Your Financial situation – What Are My Investments and Expenses? Stage Four: Creating Your Financial Goal Plan – How Do I create a balanced approach? Stage Five: Designing Your Investment portfolio – How Do I Invest to Meet My Goals? Stage Six: Taking Action on Your Goals – What Are My Steps to Realizing My Vision?

Have fun, learn heaps, and watch the wealth accumulate

Clients Testimonials

"I wish I had gotten to know Manish and Nandish 5 years back when I started my professional career. \\\\My personal finance status would have been much more organized. I have known them for 6 months now and they have been singularly responsible for correcting my last 5 years of mistakes. They not just guide but more importantly educate their readers and clients. And that to me is their biggest contribution. Nandish has gone beyond the role of financial advisor to actually become sort of a personal mentor to me and I owe to him for bringing to my notice the most important SIP we all should make but usually don't - "Health SIP" - investing every month in ensuring we stay healthy and fit. I hope we will continue to engage for a long time and I wish them all the best in their future endeavors"

Brij Bhushan Management Consultant, Gurgaon

I have always been grateful to my teachers in my school and my college right from my childhood because they were the one who opened me up to a sea of possibilities and an ocean of knowledge. I am educated 'formally' because of them. But was I financially literate? No. I wasn't. I, then, went in search of quest for financial freedom through Education and subsequently Action. As the maxim goes if you ask the Universe gives, I came across Jagoinvestor blog and took a decision to pursue it seriously. You were my teacher encouraging me to learn about the most important aspect of our life, Money, which others 'choose' not to talk about either because of ignorance or because they don't want to project themselves as running behind money. Today (PRESENT), I can say, I am lot better in my knowledge of money than I was few months ago(PAST). Importantly, I am more confident of my FUTURE. And all this is possible because of the awareness created by you guys. In short the most vital thing I learnt is Education combined with Action will lead to your Dream Destination. Thanks a ton for that!!

Srinidhi Rajshekhar Software Engineer , Bangaluru

Are you ready to Join Jagoinvestor Financial Planning Movement?

Then you need a financial coach who will provide the right hand holding to you. www.jagoinvestor.com helps clients from across India and out-side India take back control of their Financial Life with our unique approach and straight-talking style.

Get ready for a Test-drive

Coach Email Mobile

Nandish Desai [email protected] 9825174271