The Moneyplanting Program

Being able to understand finances is a critical life skill. Yet it’s surprisingly under-taught.

The essential financial knowledge which every working adult needs has always gotten lost in a world of complicated concepts and words. So much so, that it prevents an even otherwise keen individual from learning.

It’s no surprise then, that it is easy to find individuals with little or no financial knowledge, despite having had an income for over 10 years.

Being able to protect & grow money well however, is a liberating, life-altering skill. It’s the one skill we all need no matter what we do for a living.

Most investment products are riddled with commissions

A 4-year Harvard led study, spoke about the ‘rampant’ mis-selling which occurs in the Indian financial market, due to agents and advisors being driven primarily by commissions. Insurance middlemen often make 30-35% as commissions on the products they sell. Which means 1/3rd of your hard earned money wouldn’t be working for you.

Lack of adequate financial literacy means that despite being well educated, millions fall prey to bad advise, invest hastily, and commit the same financial mistakes year after year. Due to the field of finance being riddled with middleman commissions, over 95% of financial advisors are commission agents. Owing to this, a lot of platforms with self-serving interests often masquerade as financial education providers.

The Moneyplanting Program

Corporate workshop on financial wellness

The Moneyplanting Program teaches everything that every working adult needs to know to live a financially rewarding life. It’s USP is in its simplicity. This is Finance in a way never taught before. It relies on laying a strong foundation in fundamentals. This makes understanding of advanced topics surprisingly effortless. Besides this, it teaches step-by-step recipes, most common pitfalls, and life’s pro-tips.

This is critical financial knowledge; one which even financially curious minds take more than 10 years to gather.

This financial wellness program is unlike anything you’ll come across because it’s

The training is ruthlessly impartial and unbiased. There are no products to push, no middleman commissions to earn. You truly learn of the things that work best. Since this is the business of educating, not selling.The workshop goes beyond topics of Investing to teach every aspect needed by every working individual to live a financially rewarding life. Taxation, insurance, salary structures & more.Highly engaging content coupled with the use of real-life financial stories & events ensures that every concept is understood brilliantly and in a way it sticks; no matter how hard.

Here’s what some participants said

You made a lot of things so easy. The current folio I have today, I owe it a lot to you. Thanks a lot again for the wonderful session.

Swaroopa M. [ARM]

Never seen people mobbing the speaker afterwards! Great session. Thanks! Enthralled. Your presentation was beautiful. You really demystified personal finances for dummies.

Asha M. [ARM]

Thank you so much for taking the time out. Deeply appreciated. You will do a lot of people a big favor by helping them understand finances better.


Thanks for the wonderful talk on investments yesterday. We have benefitted so much. We feel blessed. Truly you are a good teacher.


Thank you for the wonderful and insightful session. It was just amazing. People loved your presentation and see you as a person who is re-inventing the way finances should be dealt with.

Neeti J [ARM]

It was a great pleasure having you over. Thanks a lot for sharing your valuable knowledge with us. I am very sure each and every one benefitted from the session.

Robert Anthony [Hope Chapel]

As part of the program, you will also receive a 20% discount on any bulk orders for the book ‘Grownups Are Just Kids With Money’. The book also acts as a reference manual for the program. Read more about this highly rated book here.

If you’d like to try before you sign up for the full program,

Start With The Moneyplanting Bootcamp

The Moneyplanting Financial Wellness Bootcamp is a short 1-1.5 hour public session which acts as an overview of the full program, besides going over aspects like the power of good investing, common financial mistakes and critical life tips. Audiences as large as 150 have attended this in a single sitting and have been left enthralled and inspired.

To many, it serves as a much-needed wake-up call. The boot camp is a perfect way to evaluate the relevance of the full Moneyplanting program.

Drop in a note to find out more.