About Us

Grow Your Wealth: A Personalized Approach to Investing

Why Invest with Plan Your Money?

Investing isn't just about picking stocks or chasing trends. It's a strategic roadmap to turn your financial dreams into reality. At Plan Your Money, we take a systematic approach to understand your unique needs and build a customized investment plan for you.

Define Your Goals

We start by helping you clarify your financial aspirations. What are you saving for? Retirement, a child's education, or that dream vacation? Understanding your "why" is the foundation for a successful investment strategy.

Risk Profiling

Not everyone enjoys roller coasters! Plan Your Money uses a scientific, psychology-based assessment to determine your risk tolerance. This helps us define your comfort zone for potential gains and losses, guiding "where" you invest and how much. We also conduct periodic reviews to adapt your portfolio as your circumstances change.

The Right Time, the Right Amount

We'll help you determine how much you need to invest to achieve your goals, taking into account your current financial situation. Starting early is key, but so is investing wisely.

Expert Investment Selection

By leveraging in-depth research, Plan Your Money selects a diversified mix of assets (the "how") based on your risk profile and goals. We take the guesswork out of investing, allowing you to focus on what matters most.

Team Info

Plan Your Money by Suman Lahiri.

Suman Lahiri, the founder of Plan Your Money, is a Certified Financial Planner® with over 30 years of experience in various industries. Driven by personal frustration with financial misinformation, he created Plan Your Money to provide honest, personalized financial advice. With a focus on ethics, transparency, and client empowerment, PYM offers tailored investment solutions and exceptional service.

Read More