Your Family Wealth Planner: Monitor Your Wealth and Dreams By Shyam Sundar Goel Books
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- ISBN13: 9789355626110
- Binding: Paperback
- Publisher: Prabhat Prakashan
- Publisher Imprint: NA
- Pages: NA
- Language: English
- Edition: NA
- Item Weight: 500
- BISAC Subject(s): Self-Help Groups
Your Family Wealth Planner is a comprehensive roadmap to manage your wealth with clarity, purpose and foresight. Designed to help you organise, track and plan your finances efficiently, this book ensures that your financial assets align with your family's dreams and well-being.
At the heart of this planner are six distinct financial portfolios, each dedicated to a key individual in your life, starting with yourself. Whether you're securing your child's education, preparing for your spouse's future or planning for retirement; this structured system ensures that every aspect of your financial life remains in focus.
To keep you on track, the book includes a structured financial calendar, helping you monitor due dates, asset maturities and key milestones. Additionally, it offers dedicated sections to record your financial dreams and aspirations, transforming them into actionable goals.
Wealth isn't just about money-it's about creating security, stability and a fulfilled future for your loved ones. With this planner, you'll have a clear and organised system to build, protect, and grow your family's financial legacy.
At the heart of this planner are six distinct financial portfolios, each dedicated to a key individual in your life, starting with yourself. Whether you're securing your child's education, preparing for your spouse's future or planning for retirement; this structured system ensures that every aspect of your financial life remains in focus.
To keep you on track, the book includes a structured financial calendar, helping you monitor due dates, asset maturities and key milestones. Additionally, it offers dedicated sections to record your financial dreams and aspirations, transforming them into actionable goals.
Wealth isn't just about money-it's about creating security, stability and a fulfilled future for your loved ones. With this planner, you'll have a clear and organised system to build, protect, and grow your family's financial legacy.
Shyam Sunder Goel is a seasoned financial professional with a diverse background spanning the realms of mutual funds, stock market analysis, insurance, and financial planning. His educational foundation includes a B.Com (Hons) degree from the prestigious Delhi University and a certification as an AMFI Mutual Fund Advisor.
After embarking on his career journey with a private company in 1996, he transitioned to the Life Insurance Corporation of India, where he excelled as an Insurance Consultant. His exceptional performance in the life insurance domain was recognized with the prestigious MDRT (Million Dollar Round Table) qualification from the USA, a testament to their commitment to excellence.
In recognition of his outstanding contributions, Mr. Goel was honored with the coveted Gold Medal by Dr. A.K. Walia, the former Finance Minister of Delhi. This accolade underscores their deep understanding of financial matters and their ability to provide valuable insights to clients. With a passion for empowering others through financial literacy, he has authored several books and conducted numerous workshops, sharing their invaluable insights and strategies for achieving financial success.
After embarking on his career journey with a private company in 1996, he transitioned to the Life Insurance Corporation of India, where he excelled as an Insurance Consultant. His exceptional performance in the life insurance domain was recognized with the prestigious MDRT (Million Dollar Round Table) qualification from the USA, a testament to their commitment to excellence.
In recognition of his outstanding contributions, Mr. Goel was honored with the coveted Gold Medal by Dr. A.K. Walia, the former Finance Minister of Delhi. This accolade underscores their deep understanding of financial matters and their ability to provide valuable insights to clients. With a passion for empowering others through financial literacy, he has authored several books and conducted numerous workshops, sharing their invaluable insights and strategies for achieving financial success.