If God Was Your Financial Planner

About the Book

FINANCIAL PLANNING MEETS DIVINE INTERVENTION TO GUIDE YOU TOWARDS A HOLISTIC LIFESTYLE.

Everyone works for money, but the smart folk make money work for them.

Financial planning meets divine intervention in a book that guides you towards that smarter life. Certified financial planner Suresh Sadagopan breaks down complicated investment and savings plans to illustrate how financial planning can be easy-even exciting. He weaves in the stories of his clients, both entertaining and illuminating, to bring these ideas to life in a compelling narrative.

Sadagopan's financial planning is guided by Lord Krishna's precepts, a lens through which financial myths and mistakes become easier to see through. The lord even steps in to help Sadagopan with things like retirement planning, asset allocation and risk management, as he guides his clients Bala, Preeti, Kala and Anshuman through financial and life planning.

These stories give way to Sadagopan's investigation of various aspects of financial planning, both monetary and otherwise. In each of these facets, he stresses on how closely finance is linked to other aspects of life, such as children's education or retirement planning. If God Was Your Financial Planner is a compelling argument for channelling a spiritual attitude to arrive at smart financial planning.

About the Author

Suresh Sadagopan is the founder of Ladder7 Financial Advisories, a fee-only financial planning and advisory firm. Ladder7 Financial Advisories is one of the most respected firms in the financial planning and advisory space in India. Suresh is registered as an Investment Adviser (RIA) with the Securities and Exchange Board of India (SEBI).

He is an MMS, Certified Financial Planner (CFPCM), Chartered Trust and Estate Planner (CTEPTM) and a Registered Life Planner (RLP).

Suresh is passionate about financial planning and has authored several articles and blogs about the same. He also speaks at public forums and appears on TV to educate and coach the public about personal finances, achieving financial freedom and creating wealth.

In 2010, Suresh founded The Financial Planners' Guild, India (FPGI), was the founding President for about four years and is the currently the President. He was on the board of directors of Financial Planning Standards Board (FPSB) India-the Certified Financial Planner (CFP) certifying body in India-between 2013 and 2015. He was on the advisory board of the Network FP and FPGI.

He is a founding member of the Association of Registered Investment Advisers (ARIA), Suresh has also served as the vice chairman in the past and continues to be on the board.

Suresh was listed in the 101 Top Most Influential BFSI Leaders of the World BFSI Congress in 2020 and 2023.