Financial Planning Guide 2025

The Financial Planning Guide 2025 offers a chapter-by-chapter breakdown, enabling individuals to understand the financial planning process and its intricacies. The guide tries to answer all the essential questions people generally ask. The guide also provides brilliant examples of how people can navigate their personal finance journey in 2025 with a detailed financial plan, helping them decode the importance of a Certified Financial Planner in achieving success.

The guide is the outcome of NS Wealth’s efforts, which have enabled 1000+ families to successfully navigate their financial journey over the last 15 years, drawing on the lessons learned from these successful stories.

Disclaimer: This Guide is for Private Circulation only and is not for sale. The Guide is provided for informational purposes only, and NS Wealth Private Limited (NS Wealth) does not offer any professional or investment advice through it. The Guide does not constitute or is not intended to constitute an offer to buy or sell, or a solicitation to an offer to buy or sell, financial products, units, or securities. Personal FN disclaims warranty of any kind, whether express or implied, as to any matter/content contained in this guide, including without limitation the implied warranties of merchantability and fitness for a particular purpose. NS Wealth and its subsidiaries/affiliates/sponsors/trustee or their officers, employees, personnel, directors will not be responsible for any direct/indirect loss or liability incurred by the user as a consequence of his or any other person on his behalf taking any investment decisions based on the contents of this guide.

Use of this guide is at the user’s own risk. The user must make their own investment decisions based on their specific investment objectives and financial position, and use independent advisors as they deem necessary. Personal FN does not warrant the completeness or accuracy of any information published in this guide. All intellectual property rights arising from this guide are and shall remain the property of NS Wealth. This guide is for your personal use, and you shall not resell, copy, or redistribute this guide, or use it for any commercial purpose. All names and situations depicted in the Guide are purely fictional and serve the purpose of illustration only. Any resemblance between the illustrations and any persons living or dead is purely coincidental.