“Someone’s sitting in the shade today because someone planted a tree a long time ago.”

– Warren Buffett

OUR PHILOSOPHY

PlanMyGoal was created with a simple objective — to help investors approach investing with structure, clarity, and patience.

Instead of chasing short-term trends, the emphasis here is on:

A. Understanding investment products

B. Aligning investments with financial goals

C. Following a disciplined investing process

PlanMyGoal does not aim to predict markets or promise outcomes.
It exists to support investors in navigating investments responsibly.

Goal Based Planning

Our tailored approach ensures that your dreams and aspirations are at the heart of your financial journey. By setting clear objectives, we help you make informed decisions, stay focused, and achieve your desired milestones

Asset Allocation

We will guide you in optimizing your investment portfolio to strike the right balance between risk and reward. By diversifying your assets we aim to enhance returns and safeguard your financial future

Risk Optimization

We understand that risk is an inherent part of every financial decision. By employing sophisticated risk management techniques, we strive to minimize potential downsides while maximizing opportunities for growth

HOW WE CAN BE A PART OF YOUR JOURNEY

Children's Goal Plan

Designed with your child’s future in mind, our comprehensive solution ensures that their education, aspirations, and life goals are supported from an early age. With a strategic approach and expert guidance, we help you build a strong foundation for your child’s success and happiness, no matter what path they choose to follow

Individual Goal Plan

We believe that everyone deserves a roadmap to their dreams. Our customized solutions empower you to define and achieve your life’s objectives, whether it’s buying a home, traveling the world or starting your own business

Retirement Planning

We understand that retirement is a significant milestone, and our tailored approach ensures you can enjoy the golden years worry-free. We help you build a secure nest egg that sustains your lifestyle and aspirations throughout retirement

Comprehensive Goal Plan

Uncover a personalized roadmap that aligns with your dreams, aspirations, and priorities. From optimizing investments and managing risks to planning for retirement and beyond, the comprehensive Goal plan gives you a wholesome picture about your future financial position and will help you make informed decisions and achieve lasting financial success.

Empower Your Financial Future with DIY Financial Planning Reports

Are you looking to take charge of your financial destiny? Look no further! At PlanMyGoal.com, we believe that financial planning is not just for experts; it’s for everyone. Our platform is designed to equip you with the tools, knowledge, and confidence to embark on a journey towards a brighter financial future through DIY financial planning.

What This DIY Tool Helps You Do

Using the template, investors can:

List and prioritize personal financial goals
Understand income, expenses, and savings patterns
Map investments to different time horizons
Bring structure and clarity to their financial thinking

The objective is to help investors organize information and gain visibility, not to suggest what decisions to take.

Who Is This For?

This section is suitable for:

Investors who want to plan independently
Individuals who enjoy researching and making their own decisions
Those looking for a structured way to think about their finances

It is not intended for investors seeking personalized recommendations or advice.

Important Disclosure

The DIY Financial Planning template is provided for informational and educational purposes only.
PlanMyGoal does not review, validate, or modify the plans created using this template.
No assurance or guarantee is provided regarding outcomes.
All decisions made using the template are the sole responsibility of the investor.

How You Can Use This Alongside Investments?

Some investors use the DIY template to:

Clarify goals before starting mutual fund investments
Track progress over time
Stay disciplined and avoid impulsive decisions

If you require assistance with executing mutual fund investments and PMS investments, PlanMyGoal operates separately as an AMFI-registered Mutual Fund Distributor & PMS distributor.

Join the PlanMyGoal Community Today

Take the first step towards financial empowerment.

Sign up at PlanMyGoal.com and unlock a world of opportunities to shape your financial future.

Let’s embark on this journey together – where your goals become your reality!

Start Planning Today!

Why Go at It Alone? Unlock Your Financial Potential with Expert Guidance

While DIY financial planning can be empowering, navigating the intricacies of goal planning on your own can be challenging. At PlanMyGoaal.com, we understand that financial decisions can be complex, and you may feel the need for expert assistance to craft a comprehensive and tailored goal plan report that ensures your financial success.

Personalized Guidance for Your Unique Goals

Our team of experienced financial experts is dedicated to understanding your aspirations and crafting a personalized roadmap for your financial journey. We take the time to listen to your dreams, whether it’s retiring early, starting a business, or leaving a lasting legacy for your loved ones. With our expert guidance, you can refine your goals, break them down into actionable steps, and align them with your long-term vision.

Forecasting the Future with Confidence

Predicting the future can be challenging, but with our expert guidance, you can make well-informed assumptions and accurate financial forecasts.

Adapting to Life's Changes

As life unfolds, your goals may evolve too. Our financial experts will be by your side every step of the way, helping you adapt your goal plan to accommodate life changes such as marriage, parenthood, career shifts, or unexpected emergencies.

Let's Collaborate on Your Financial Success

Consult with our team of experts at PlanMyGoaal.com and take the first step towards unlocking your financial potential. Together, we’ll create a robust goal plan report, determine your optimal monthly investments, and chart a course towards financial freedom.

Schedule Your Consultation Now!

HOW THE PROCESS WORKS

Step-by-step

Step 1: Understanding Investor Preferences
A discussion to understand financial goals, time horizon, and comfort with market volatility.

Step 2: Product Awareness
Explanation of how different Investment categories work, including risks, features, and structure.

Step 3: Investment Facilitation
Execution of investments through AMFI-registered platforms, as per investor instructions.

Step 4: Ongoing Support
Continuous service support, portfolio tracking assistance, and transaction facilitation.

Francisco Dias

Ex HUL

Managing my retirement investments has been a breeze since we entrusted them to Abhishek. His meticulous planning and keen understanding of my needs have given me peace of mind during retirement years

Aaron Tanna

Product Manager

Working with Abhishek has been a game-changer for my financial future. He not only helped me save for my dreams but also built a robust emergency fund for peace of mind. His holistic investment plan ensures I am on track to achieve my goals, one step at a time.

Vivek Khepar

Senior Consultant, EY

I am impressed with Abhishek's research-based approach to investing. His in-depth analysis ensures my investments align perfectly with my goals, giving me the confidence in my financial future."

Arpita Deb

AVP - Products, UTI mutual fund

I appreciate Abhishek's holistic approach to managing my investments. His ability to align our goals with his investment parameters has made a significant difference in my financial wellbeing."

My Info

Name : Abhishek Roychowdhury

Email ID : abhishek@jaininvestment.com

Contact No. : +91 9920574968

Our Office

1, Bhardwadi Rd, ICICI Colony, Navneet Colony,

Andheri West, Mumbai,

Maharashtra 400058