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IF GOD WAS YOUR FINANCIAL PLANNER

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Financial planning explained through a sublime story Get entertained and informed! Noted financial planner and columnist, Suresh Sadagopan, shares his knowledge and wisdom in this lucidly written book. Learning about finances was never this entertaining! Your success with money and life starts with sound knowledge and understanding of personal finance. You need to learn the essentials of personal finance, financial planning, retirement planning, asset allocation concepts, risk management, and much more. What better way to learn that than in a story setting! The Lord Himself offers counsel and guidance on the philosophy of life. This gripping story takes you on a ride through the lives of various protagonists. It shows life up-close of a family that deals with the calamity of the head of the family passing away and how they pick up the pieces. The story also deals with people in various other situations – like someone who is facing a relationship crisis due to financial mismanagement, another who picks up the pieces after losing his job, a third who is not able to put aside money for retirement, and many more. You would now know the mistakes that people make with their money and what worked for them. Learning about finances was never this entertaining! Noted financial planner and columnist, Suresh Sadagopan, shares his knowledge and wisdom in this lucidly written book.

343 pages, Kindle Edition

Published November 8, 2020

8 people are currently reading
58 people want to read

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Displaying 1 - 11 of 11 reviews
Profile Image for S.
144 reviews25 followers
July 3, 2024
Highly recommend if you, like me, are financially illiterate. Gives you a good starting point, or atleast a layman-like understanding of money, finances and financial planning.

Some things could be elaborated a bit more, like calculations to support some of the things he mentions. But, real world examples (with numbers) of some of the concepts in the book and numerical comparisons help you visualize or understand better. There's a bit of drama, fluff and supernatural element, which you can conveniently ignore :)
1 review
March 27, 2021
A pleasant reading and understanding of a subject that the majority of us do not want to delve into.

The book is written in mostly colloquial English and easy to grasp.I found all important fields of personal finance being discussed here neatly. Some parts though seemed to be repetative but those also came in different contexts. Sureshji showed how a particular financial tool can be useful for different situations. If we can take those Geeta Upadeshas in our lives as our booster life can be changed towards betterment. The real scenario of Indian financial and political condition that affects our lives have also been touched here.
One thing to mention the character named Arundhati has been misspelt as 'Arundathi' in pages numbered 188, 286,288,299 and 341.
It would be my pleasure to recommend this book to my friends and family members.
Profile Image for Minesh Mehta.
89 reviews1 follower
August 3, 2021
Very good book to understand the concept

The author explained the financial concept with a flow to understand for the beginner ..as an investor, client or the new financial advisor. Nicely experience each and every aspect of invesment .a good portion was covered on retirement planning and the best part is it related with life management
Profile Image for Manisha Mundhra.
4 reviews
September 20, 2021
Amazing book to read about all the investment options

It explains all the possible investment options in very easy understandable language with pros and cons
I loved the way myths of real estate property investments was covered and explained
44 reviews
December 19, 2020
Good read

I enjoyed reading through the book. It's not that the book has introduced any new concepts around financial management but the author has been able to present across his viewpoints beautifully through different stories.
674 reviews18 followers
August 29, 2021
Nice book on why financial planning

The author uses a nice fictional format to explain why financial planning and life planning should go hand in hand
1 review
February 10, 2023
good narration and perspective around some conventional and contemporary investment tools.
38 reviews
December 29, 2020
I enjoyed reading through the book. It's not that the book has introduced any new concepts around financial management but the author has been able to present across his viewpoints beautifully through different stories.
12 reviews
March 5, 2026
“If God Was Your Financial Planner” beautifully blends faith and finance, showing how spiritual wisdom can guide better money decisions. It inspires you to find peace, purpose, and balance in your financial life.
Displaying 1 - 11 of 11 reviews

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