Download a do it yourself financial planning guide by Rajesh Dalmia

Rajesh Dalmia a certified financial planner and director of Mandar Learning Academy has authored an impressive do it yourself financial planning guide for investors to understand the basic features of insurance planning and goal-based investing.

The guide has four excellent calculation charts that enable one to calculate

  • Necessary life insurance cover
  • Corpus's needed for retirement, child’s education and marriage
  • Monthly investment required for each goal

It also has a chart which provides information on suitable asset allocation and investment vehicles based on the time horizon of a goal.

Basic concepts and terminology used in insurance, retirement and investment planning are explained crisply.

The DIY guide is a terrific way to kick-start your journey towards financial peace. It is however not a replacement for professional financial advice. It helps to serve as an illustration of one important aspect of the financial planning process.

 Download the FIY Financial Planning Guide

I would like to thank Rajesh Dalmia for readily agreeing to share his work. If you like the guide, do spare a moment to thank him: dalmia2001 [AT] gmail.com

Install Financial Freedom App! (Google Play Store)

Install Freefincal Retirement Planner App! (Google Play Store)

book-footer

Buy our New Book!

You Can Be Rich With Goal-based Investing A book by  P V Subramanyam (subramoney.com) & M Pattabiraman. Hard bound. Price: Rs. 399/- and Kindle Rs. 349/-. Read more about the book and pre-order now!
Practical advice + calculators for you to develop personalised investment solutions

Thank you for reading. You may also like

About Freefincal

Freefincal has open-source, comprehensive Excel spreadsheets, tools, analysis and unbiased, conflict of interest-free commentary on different aspects of personal finance and investing. If you find the content useful, please consider supporting us by (1) sharing our articles and (2) disabling ad-blockers for our site if you are using one. We do not accept sponsored posts, links or guest posts request from content writers and agencies.

Blog Comment Policy

Your thoughts are vital to the health of this blog and are the driving force behind the analysis and calculators that you see here. We welcome criticism and differing opinions. I will do my very best to respond to all comments asap. Please do not include hyperlinks or email ids in the comment body. Such comments will be moderated and I reserve the right to delete  the entire comment or remove the links before approving them.

7 thoughts on “Download a do it yourself financial planning guide by Rajesh Dalmia

  1. Rakesh

    Good explanation. It would have been better if it was in an excel sheet, We could get the results instantly.
    Keep up the good work.

    Reply
  2. Rajeev H Gupta

    i wonder how many people are able to figure out themselves what will be their future goals & how calculation are to be carried to day to day vagaries of market.what we find in our decade long experience that people act on emotions ,not logic as you may be expecting(that is the reason over 60000 crores comes to traditioanal life insurance plan annually which hardly gives any meaningful returns.In India people are not logical enough to separate the difference between right & wrong & such calculators serve as showcase item more rather than day to day use.They are very correct but they gives part solution only.financial planning is an art as well as science & is not every body's cup of tea.
    pl dont get me wrong i am referring to masses not classes.(Rajeev Gupta ,CFPCM)

    Reply

Do let us know what you think about the article