Master your personal finances using the ACTION! Framework.

Assess

Income, expenses, assets, liabilities, and risk factors.

Create a Plan

Plan with goals, asset allocation, and contingencies

Take Action

Budgeting, investing, executing and tracking.

Inspect Progress

Review plans, update goals, and rebalance to track.

Optimize

Boost income, cut expenses, minimize taxes and risks.

Navigate

Use knowledge, tools, apps, and a flowchart guide.

This book explores 100 personal finance principles and 35 case studies that will help you make the most of you earnings.

Thing's you will learn

This book delves into essential personal finance principles and it will highlight the 6 key takeaways from the book.

1

Financial Wisdom

100 personal finance principles that will help to make the most of the money.

2

Simplified Finance

Simplified insights for easy comprehension of personal finance concepts.

3

Budgeting Tool

Budget tool for improved financial planning and management.

4

Workplace Anecdotes

Workplace anecdotes that enables to manage money better.

5

ACTION! Framework

How to assess, create a plan, track progress, invest, optimize, and navigate.

6

Playbook Style

Serves as your roadmap and companion to the reader for every life stage.

Make your successful investement in your life

Personal finance made easy for you!

  • 100 personal finance principle
  • 35 practical case studies
  • Simplified finance
  • Include budgetting tool
  • ACTION! Framework
  • Playbook style for every life stage
  • Covers Financial literacy in Indian context
Get this book now

Scan the QR code for Free Book Bonus!

Unlock bonuses by scanning for free rewards with this book.
Author Image
and

also get our Free Financial Planning "FinPlan" Tool👇🏻

Get our Tool for Free Track, Save, Thrive: Your Money, Your Control, Your Financial Freedom.

About the authors

Meet the visionary author sharing 100 principles for financial success in a clear, actionable guide.

Vivek Mashrani | CFA

CFA, Founder and Director at Technofunda Ventures based out of Ahmedabad, India. He is also building Investing Community under his TechnoFunda Investing initiative to help people become better investors. Previously, he served at the Bangalore and London offices of HSBC as AVP in their Investment Banking as well as Strategy teams.

He is also an Art of Living volunteer, teaching and practising mindfulness techniques

  • CFA charter holder and member of the CFA Society India .
  • Holds an MBA in capital markets from Narsee Monjee Institute of Management Studies (NMIMS), Mumbai.
  • Also the author of Amazon bestseller book "You Can Compound".
Author Image
Vivek Mashrani | CFA
Follow Me on
Author Image
Anand Venkitachalam
Follow Me on

Anand Venkitachalam

Founder and managing partner at KARM Capital, where wealth meets purpose in a harmonious blend of financial stewardship and meaningful impact. He is also the founder and CEO of Nuvolance Technologies Pvt. Ltd, which offers SaaS- based tool for community collaboration, such as Dhruva and Polaris.

He is also an Art of Living volunteer, teaching and practising mindfulness techniques

  • Holds an MTech from IIT Bombay and an executive MBA from IIM Bangalore.
  • With 25+ years in leadership roles at high-tech engineering MNCs.
  • Holds 27+ patents.

Contact with Author

Connect with the author for personalized insights on mastering personal finance and achieving financial success.