Mrs. Vasani is a CHARTERED WEALTH MANAGER – USA (CWM) by qualification and a Financial coach by choice. Started her career into finance with CNBC awaaz and that made her realize her passion lies in discovering people’s financial DNA. She founded PlantRich Consultancy LLP on 15 Nov 2007 and started her journey into personal finance. She has also been on panel with NDTV and has been awarded an innovator in finance by international Women Leaders Forum for 3 consecutive years. She has bagged 35+ more accolades in last 10 years. She also takes lectures for various courses on personal finance out of sheer passion, and has been a guest lecturer at business management colleges. Regular Columnist at Midday and 2 other regional dailies. Guest writer for Chitralekha Magazine. She is frequently invited at television talk shows as well. She has been managing finances for more than 400 families and has a team of 12 people. She believes, managing finances is much beyond numbers and has been certified by George Kinder on seven stages of money maturity. She is on a mission to empower families to a better tomorrow. She believes every Individual / Families money story is unique and can be Rewritten! She also has co-founded VAMA PLANTRICH LLP (VPR), VPR focuses on Fortifying the wealth pulse of Medical Fraternity and dedicatedly works only with healthcare providers.
Our client’s need and best interests are at heart of everything we do.
Excellence depends on doing small things right. We try each day to do our best and to outdo ourselves.
Constantly innovating ways to do things differently which in turn enhances your financial life and empowers you to a better tomorrow.
Transparency breeds trust. We believe, the key to brand success are self-definition, transparency, authenticity and accountability.
Dream Big, Plan Your Goals, Inspire the World
Financial independence gives you freedom
Together, Let’s begin your Financial Independence Journey!
Helping you live your Dream by right investment advice.
Investment is more about how you do it rather how much you do it!!
Motivation Comes from working on things we care about.
Wars are won in general’s tent and not on the battlefield. A goal without a plan is just a wish. Planning is about getting the future into present, so that you can do something about it NOW! Having your personal financial plan is like having a “BUSINESS PLAN” of your life in place. We help you create a financial plan that helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a financial plan, it’s easier to make financial decisions and stay on track to meet your goals. Planning is not just about investing and setting goals it’s also about knowing where and when to stop, which in turn would help you enjoy the pleasures of life at right age and time. Planning is about striking a balance between the present and the future both. Our financial planning process would enable you to
Just taking a gym membership doesn’t make one fit. It is the sweating at the gym that does the magic. The key to achieving financial goals lies in execution. It is an integral part of the financial planning process; once the plan is mutually agreed upon, it must be implemented in totality, in a planned order. However, personal finance situation, lack of enough resources or too much of illiquid assets at times make complete execution of the plan difficult.
In such scenario, one must segregate between essential goals (need to be) and lifestyle goals (good to be); prioritise essential goals and gradually execute them based on the availability of resources. The roots of your financial success depends on small actions that you take over a period of time, at Plantrich Consultancy LLP we assist you to execute right actions, time and again which go a long way in creating ,maximizing and sustaining your wealth and helping you to lead a life of your choice.
We at Plantrich Consultancy LLP, are not your financial advisors, we are your financial coach.
Advisory services focuses on your portfolio by providing specific securities and investment advice. The financial adviser business model is all about managing the money you already have. You give them control of your assets and they do the work for you.
Financial coaching is different. It focuses on your education, growth, and decision making process and making your money work hard for you even when you sleep. Plantrich Consultancy LLP is all about helping you build wealth in the first place. It’s not just about owning investments in your money box, but also about knowing why are you holding it. We as your personal financial coach always focus on you, your coaching and decision making process. Coaching, is also about helping you overcome the obstacles that are keeping you away from reaching your financial goals.
That’s because your path to financial freedom will be unique to you, and the obstacles you must overcome will be yours alone to face. If financial freedom is your goal, then it’s critical to find the right path uniquely fitted to your needs among all the wealth building paths available. This requires a more comprehensive model that fills in the pieces to the puzzle left vacant by traditional financial advice.
Financial coaching can educate you on what works, what doesn’t, and why, which inturn helps you saving time and money both on your path to financial freedom. Financial Freedom is a mental, emotional and educational process.
Our mission is to coach you to take right actions time and again which in turn will help you sustain wealth. Afterall, Wealth – is an ability to fully experience life!
It is very important to have a balanced diet to remain healthy . Much like a balanced diet, An integrated plan depends on right combination of ingredients feeding your financial health. Key to ensure a healthy wealth pulse is limiting your debts. Many of you are land sharks – exposed and locked too much of your wealth in real estate, we are not saying one must not be invested in real estate but you need to know the importance of asset allocation. Asset allocation is an investment strategy that aims to balance risk and reward by apportioning a portfolio’s assets according to an individual’s goals, risk tolerance and investment horizon.
Rebalalancing of portfolio is to be done at required intervals, which is only possible if portfolio is actively managed. Managing is all about determining strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other trade-offs encountered in the attempt to maximize return at a given appetite for risk.
Diversification is often a sane alternative to betting big on one asset class.
Every investor should be aware that their investment decisions have both a financial and emotional consequence. Excitement and disappointment, pride and embarrassment and sometimes the feeling of regret can potentially accompany every investment choice. Your emotions are one of the strongest influences affecting your investment decisions. Emotions can over-ride important factors in the investment decision process like rational reasoning, common-sense and logic. Your fears and emotional desires can lead you to make irrational, illogical investment choices and they can prevent you from making smart decisions. We mange your emotions and work on totality of your financial life cycle. It is about earnings, savings from earnings, and earnings earned by converting savings into investments.
Faith in religion lives through centuries and passes on to next generations. Faith in investing principals is seasonal! Hence, wealth rarely crosses generations.
“ IT’S NOT HOW MUCH MONEY YOU MAKE, BUT HOW MUCH MONEY YOU KEEP, HOW HARD IT WORKS FOR YOU, AND HOW MANY GENERATIONS YOU KEEP IT FOR ”
– Robert Kiyosaki