If God was your Financial Planner - Ladder7 Wealth Planners Private Limited

Finances
has never been
this
interesting!

Finances

have never been

this

interesting!

What to expect from the book

The book has been written for a person who may not have much knowledge of personal finances. The book starts with the basics and moves on to explaining the nuances that one should be aware of.
Also dealt with are the concepts of financial planning & finer points in them as well. This will greatly help people who are doing their own planning & investments.

Knowledge of concepts in Financial Planning & Personal Finance

Would help those who want to plan their finances themselves

An easy to read book in story format

The book will be useful for

Young adults – to know basics, avoid money blunders

Students – to get a hang of finance early on

General public who are do-it-yourselfers by default

People who are intimidated by finances & stay way

Mature investors to understand a Financial Planners approach

About The Book

Here is a book that is about personal finances & financial planning written in a story format! God makes his appearance throughout the book! He shares His counsel and offers His infinite wisdom on life & the deep philosophies that underpin our existence itself.
Books on finances are known to be notoriously boring. This book is anything but. It has already been reviewed as a racy read and unputdownable by people who have read the book. This is hence a fine way to understand finances in an interesting way, with God for company!

Covers many aspects of Personal Finance
Financial Planning concepts covered too
Different people in varying situations to illustrate advisory approaches
Written in an engaging story format
God manifests throughout – offering counsel & life philosophy

The book Is meant for

General Public
Who want to understand personal finances/ financial planning

Financial Advisors
Who would like to get a ring side view of an advisory practice

What one can learn

Understanding the importance of planning finances

Mistakes people make with their money

Overall grasp of Personal Finance - concepts/ products

Get to know a financial planner's approach to finances

Being prepared for the uncertainties of life

An invaluable book for Financial Advisors

The following is a review written by a fellow Financial Advisor
Humans are not rational beings, they are emotional beings, and money is the most potent emotional trigger. While most planners would be technically competent to handle financial calculations and solutions, these would be incomplete if they do not connect to the client at an emotional level.
Doing financial planning right means being able to connect the drab numbers and calculations to the client’s life, so that they act on it and progress towards the life they really want to live.
Suresh’s book, ‘If God was Your Financial Planner’, is an amazing resource for advisors who wish to do financial planning right. It is almost as if Suresh is mentoring you through the book. Some of the things that come out very well in the book for advisors are as follows:
Going beyond numbers
Making conversations more meaningful.
Handling difficult client situations
Giving hope
Stopping people from making blunders
Answering questions regarding remuneration
Perspectives on some crowd favourite investments
It will be worth every minute spent on reading this book and reflecting on the learnings that you can to your own practice.
Happy reading!
Kiran Telang
CERTIFIED FINANCIAL PLANNER^CM

Rave reviews

It’s Positive & Great!

A pleasant surprise in the field of financial planning.
This book is very well written in a totally different and unexpected style of story-telling that captures the essence of financial planning, yet without compromising on attention to details.

P.R.Sudarrsan

A reference book for wealth Financial Planning.
The narration of white water raft accident and the aftermath feels like a movie. The story line was quite interesting and the involvement of Lord Krishna- as your guide is thrilling.

Ramachandran K

Excellent "Novel" on necessities of Financial Planning.
This book an interesting life-story book. Practical situations on WHY Financial Planning in life, HOW to overcome life's financial setbacks and BASICS in Financial Planning - all covered in very simple language. It made a very interesting novel to read and finish in a single sitting in a day.

C V Easwaran

Everyone should own a copy.
Suresh Sadagopan is one of the most influential personal finance writers in India - we can compare him with Shiva Trilogy fame Amish Tripathi. No one understands what it takes to be a successful investor better than Suresh & no one explains it more clearly.

Hemant Beniwal

Insightful and a very gripping read.
Honestly I got hooked to the book and the content. The interweaving of financial concepts, struggles and situations of various family situations and a dash of spirituality makes this book a very unique read.

Don Juan Thomas

Must Read.
Overall, an eminently readable book. I highly recommend it - for the financial stuff, the life philosophy & the story itself!

CR

Excellent Book!
This book is an eye-opener for those who think that a financial planners’ work starts and ends at creating investment portfolios. A financial planner is not God or a magician, but can be a very good friend, philosopher and guide and can make a marked difference in the lives of their clients.

Kiran Telang

Brilliant.
Brilliant book, a must read. Honestly you will just get hooked on and will not feel like keeping the book down.

Anil Panicker

A must read book.
This book will surely encourage people to look after their finances in a detailed manner! It being written in a story form makes it more interesting!

Shruti Kulkarni

The text book I never had.
It a gift every parent should give to their children before they graduate.

Ameya Namjoshi

Get this book if you want to know your way around personal finance.
Suresh Sadagopan is one of the most influential personal finance writers we have in India. He has a way with words that makes personal finance accessible and engaging for the everyday person. This book is a stellar example of this.

Tanya Jaleel

This is by far the best personal finance book by an Indian author to date

Swapnil Kendhe

About The Author

Suresh Sadagopan is a well-known Financial Planner in India who founded Ladder7 Financial Advisories (Now, Ladder7 Wealth Planners Pvt. Ltd.), which is a fee-only financial planning firm. Ladder7 Wealth Planners is registered as an Investment Adviser (RIA) with SEBI. Suresh is a Principal officer of Ladder7 Wealth Planners.
He has done MMS and has also acquired additional certifications like Certified Financial Planner (CFP), Chartered Trust & Estate Planner (CTEP). He is one of the fifteen Registered Life Planners (RLP) in India.
Suresh is passionate about financial planning & has authored several hundred articles and blogs. He also speaks at public forums & appears on TV to educate the public about personal finances, achieving financial freedom & creating wealth.
He founded The Financial Planners’ Guild, India (FPGI) in 2010 and was the founding President for the first four years. He was on the board of Directors of FPSB India, the CFP certifying body in India, between 2013-2015. He is currently the board member of Association of Registered Investment Advisers (ARIA) since 2019.
Suresh was recognized as one of the Top 101 Most Influential BFSI Leaders at the World BFSI Congress Awards held in Feb 2020.

Book Formats

Available in Paperback Book format

Also available in Kindle format

Services of Ladder7 Wealth Planners Pvt. Ltd.

Ladder7 is a fee-only SEBI Registered financial advisory firm. Ladder7 offers conflict-free advice & is independent. We only work in the client’s best interests & are registered as Fiduciaries. The clients can hence trust us completely due to this model.
Ladder7 offers Professional Financial Planning & ongoing advisory services. Information on this is here.