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Your Family Wealth Planner: A Complete Financial Organizer Book to Track, Plan &...

Your Family Wealth Planner: A Complete Financial Organizer Book to Track, Plan & Monitor Wealth Goals for Family Members | Manage Assets, Dreams, Retirement, Education & Legacy | Shyam Sundar Goel
Shyam Sundar Goel Prabhat Prakashan Pvt Ltd Medical Books English Paperback 9789355626110
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9789355626110
Paperback
Rs 300
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Publishing Group :
Pages : 160
Release Date : 21 March 2025
Edition :
Weight : 150 g
Dimension : 22 x 14 x 0.8 cm
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ISBN-10/SKU/ASIN : 9355626118
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Publisher’s Website : Official Website
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Take Control of Your Family's Financial Future – One Portfolio at a Time!"Your Family Wealth Planner" is not just a book—it's a structured financial planning toolkit designed to align your wealth with your family's dreams, needs, and future goals.📘 What’s Inside This Life-Changing Planner?🔹 Six Individual Financial Portfolios : Plan for yourself and your loved ones—spouse, children, parents. Keep everyone’s financial needs covered with clarity and structure.🔹 Custom Financial Calendar : Never miss a payment, investment maturity, or renewal! Track important dates and milestones with ease.🔹 Goal Setting & Vision Mapping : Write down your dreams and transform them into actionable financial goals for the future.🔹 Holistic Wealth Management : Go beyond budgeting! Organize insurance, investments, property, savings, retirement plans & more.
🧠 Why You Need This Planner:✅ Brings Clarity to Your Finances✅ Aligns Wealth with Family Aspirations✅ Avoids Overlaps & Missed Opportunities✅ Easy to Use, Structured, and Vision-Oriented✅ Perfect for Working Professionals, Homemakers, & Financial Advisors
🛡️ Wealth is not just about money—it's about creating security, stability and a legacy.Start your family's financial transformation today with a trusted system that works.🎁 Ideal Gift for Newlyweds, Parents, or Anyone Starting a Family Financial Journey.

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 passio

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