MyFinPlan
Simplify Your Path to Financial Freedom
Welcome to MyFinPlan, your partner in building long-term wealth.
Let’s make your money work as hard as you do. Explore our services below.
Just like Arjuna, we understand that everyone needs a “Sarathi” to navigate the world of money. Our mission is to simplify financial planning for the average investor, making it accessible and actionable for everyone.
At MyFinPlan, we focus on three core pillars: Plan, Invest, and Track.
We believe, “A Financial Plan is a Need for Everyone.”
We help you achieve financial freedom with 360° financial plans, systematic investing, and optimized insurance.
Our Services
Financial
Consultancy
Get a personalised financial plan and invest through us with clarity and confidence to build long-term wealth.
Financial Planning Kit
Organise your finances and build your own financial plan using a simple, step-by-step Excel toolkit.
Financial Coaching &
Mentoring
Master financial planning and investment strategy with personalised 1:1 coaching tailored to your needs.
What is your money quotient?
Take this quiz to check your financial acumen.
Identify your Money Quotient...
Score Range
Interpretation and Recommended Path
Your financial acumen score provides helpful insights into your strengths and areas where
you might want to improve.
services tailored just for you!
Congratulations! You’re a Financial Master!
If your score is between 22 to 25, it reflects exceptional financial acumen and disciplined money management. You clearly have a strong understanding of personal finance. Keep up the excellent work!
- Financial Consulting: For a free 360-degree plan and a holistic review of your finances.
- Financial Coaching & Mentoring: For personalized coaching to fine-you’re your strategies and plug any minor gaps.
Well Done! You’re on a Great Financial Path! If your score is between 18 to 21, it shows you have very strong financial habits and understanding. You’re doing many things right, and just a few strategic refinements can elevate your financial journey.
Good Start! Clear Opportunities to Grow Your Wealth! If your score is between 13 to 17, it indicates you have a decent financial foundation, but there are clear opportunities to enhance your planning and strategies. Small improvements here can lead to significant long-term gains.
- Financial Consulting: For a free 360-degree plan and a holistic review of your finances.
- Financial Coaching & Mentoring: For personalized coaching in developing better habits and a clearer roadmap.
- Practical Financial Planning Workshop: To strengthen your core financial knowledge and build foundational skills.
Room to Grow! Let’s Unlock Your Financial Potential! If your score is between 08 to 12, it suggests you’ve made a start, but there are significant areas where focused attention can dramatically improve your financial well-being. This is a crucial moment to invest in your financial literacy.
- Practical Financial Planning Workshop: To quickly build essential financial knowledge and practical skills with immediate actionable insights.
- Financial Consulting: For a free 360-degree plan to address foundational gaps and provide a clear roadmap.
Opportunity Awaits! Let’s Build Your Financial Foundation! If your score is between 0 to 8,it indicates your financial journey needs urgent attention. This is a perfect opportunity to reset your financial habits and build a strong foundation for future prosperity.
- Practical Financial Planning Workshop: To kickstart your learning journey by building core financial literacy and providing actionable steps.
- Financial Consulting: To build a fundamental financial plan and guide you through the basics of personal finance.
My Journey
What our customers say?
I made a variety of investments without considering or planning for my objectives. First of all, as a coach, Virendra helped me in realisation of my goals. He then switched role and provided guidance on how to accomplish these goals. I truly value his candid and transparent counsel, which outlines the advantages and disadvantages of different financial products. I am happy and grateful to have found someone like Virendra because he helped me figure out how to handle my assets and financial planning in a world where it is hard to trust others. I now have a lot of confidence in my financial situation.
Lokesh
Virendra is a very knowledgeable and seasoned professional with a high level of professionalism and work ethics. I have worked with Virendra on my financial planning and wealth development strategies. I must admit that I got many benefits from his services. I now clearly understand my financial situation, financial goals, and their corresponding level of achievement. This gave me a sense of satisfaction about my financial health. Some of his advice on tax optimization was just a class apart.
Vijay
I had the chance of taking personal finance coaching with Virendra back in 2023. It was very fruitful for me. He taught me to think in inverse. Before the sessions, i was more concerned with building wealth but he helped me understand how not losing your wealth is more important. He made me realize the power of simple things like Life insurance, health insurance, emergency fund and asset allocation. Through our sessions, he helped me come up with a plan to achieve my financial independence.
Rohit
In Mahabharatha, it was only under the guidance of Lord Krishna, Pandavas were able to win the War. Likewise although I come from a financial background, there were many loose ends in my planning and it was only under guidance of Viren I was able to tie-up my goals with investments and complete my Financial Planning for retirement as well. All his accreditations definitely brings value to the table.
Kumar
I recently attended a workshop on financial planning and awareness conducted by Mr. Virender Parmar, and I must say it was an enlightening experience. The session was well-structured, engaging, and filled with practical insights that are essential for personal financial well-being. I particularly appreciated the in-depth discussion around insurance, which clarified many of my doubts and reinforced its importance in a solid financial plan. Virendra's expertise and ability to explain complex topics in a simple manner made the session truly impactful. I highly recommend Virendra for anyone looking to enhance their financial literacy and make informed decisions. Thank you and good luck.
Sandeep
I recently attended a financial workshop conducted by Viren, and it was absolutely worth it. His content was precise, well-structured, and covered a wide range of important topics. The session included practical tools that allow you to input your data and instantly see a comprehensive financial summary — providing a clear overall picture of your financial health. Viren also offers tailored strategies for wealth generation, taking into account each individual’s risk appetite. With over 30 years of experience in the core IT industry, he has a deep understanding of the financial mindset and needs of IT professionals, enabling him to suggest highly relevant and effective plans for this group.
Ravi
Licenses
