Vision

Enabling India to do their own financial planning and take their own major life & financial decisions.

Mission

By enrolling Do It Yourself financial planning in the lives of all, we are making individuals adept towards making them financially independent. We vow to develop stronger systems which should help in visualizing and accomplishment of goals like Child's Education, Retirement Planning, planning for vacations, or anything that comes across in between.

About us

Realizing that there is so much clutter, chaos, around our busy professional lives that we don’t have time to breathe; take rest, laugh, and talk. We are just running in a rat race. We all think we will do everything once we retire, and like this we keep on increasing wish bag gages on our back-pack. But, the thing that is really scary is when we actually see the dusk of our life, how are we going to achieve so many things. Are we planning well for all these things? Everybody knows, Indians are good savers, we save a lot. And, we also have good family support system, our parents, our family; our friends are always there in case we need any financial support. But, the point is where are we saving – In our Fixed Deposits, In Savings Account, Chit Funds, Cash at home, Jewelry and lots of Insurance schemes. Is it how we should save? Are all these instruments giving us good returns which can carry our financial burden till the end of our lives? Or are we saving enough? For how long our savings will last? To answer all these questions:

We created Rite Plan, a Do It Yourself Financial Planning Platform. We are a group of professionals, who have started The Rite plan with a vision to provide simple and easy financial planning to you. We strictly believe everybody has right to plan their finances with a click of button. To take this belief of ours forward, we have launched The Rite Plan for you. It is an online financial planning platform founded by Charu Hastir, a Certified Financial Planner with 10 years of experience in Personal Finance Industry. Charu is based in Bangalore since 2010 and calls this place her first home, Punjab being the second. Being part of Financial Planning Industry she understands and knows the importance of getting the finances at right place. She started working towards this platform in the beginning of 2015 and came up with the RITE solution by end of the year.

WE DO NOT ENDORSE OR SELL ANY FINANCIAL PRODUCTS ON OUR WEBSITE. YOU ARE FREE TO BUY PRODUCTS FROM ANY-WHERE DEPENDING ON THE OUTPUT OF YOUR LIFE GOALS. OUR MODEL IS BASED ON FEE-ONLY FINANCIAL PLANNING. WE DO NOT TAKE COMMISSION FROM ANY ONE.

How it works

It is very simple. You visit the website, you register yourself and after keying in the essential details, you see the result. How much you should save for your kid's education, how much money you need at your retirement. You will get to know about all these important no.'s at www.theriteplan.com. You can also add more goals like buying a car, going for family vacation, buying your home, anything you wish for. And if all this number game confuses you AND you just need to know how much do you need to save without going through the whole process of data entry, we are there for you. We can have a meeting to sort out your goals, we can have skype call, we can use hangout, the options are numerous, you just have to mention the way which you want to opt for you financial planning.

Refund Policy

Refunds will be taken on case to case basis and will be at the sole discretion of the Company.