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.
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 on the subject. 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). He was its founding President for about four years and is 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.
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.
What an irony this is!
You may be wondering why I am saying this. Don't we all work our entire lives to earn money and create wealth so that we can give our families a decent lifestyle and material comforts, and so that we can achieve our goals and hope to retire comfortably?
We dedicate the prime years of our lives to earning money.
Don't we need to invest that money properly? Now, for a lot of people, this is the boring part.
If you are like most people, you do not give much thought to the money lying in your bank. It may lie there for weeks, and sometimes even months, till you get a call from the bank's relationship manager or some friendly distributor comes along. The money lying around is then invested in various products according to what is pitched to you, and you heave a sigh of relief when the money has finally been shoved into some product or the other.
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