Deepen client relationships and elevate your practice values.

Join our PlanPrompt Angels "Founding Members" Club

Be part of something game changing

PlanPrompt Angels – Join Our Founding Members Club and Be Part of a Game-Changing Revolution in Financial Advisory. Shape the Future with Cutting-Edge AI, Behavioral Finance Insights, and Ethical Wealth Management Solutions.

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Why PlanPrompt

Understand Your Clients Better: Go beyond basic risk profiling—discover what truly influences your clients’ financial decisions.
• AI & Behavioural Science: Use smart technology and psychology to give personalised advice that builds trust and confidence.
• Made for India: Designed for Indian advisers—affordable, easy to use, and aligned with local regulations.“Financial advisers must evolve from sales-driven professionals to trusted guides. PlanPrompt makes that shift effortless.” – Paul Resnik

Who is PlanPrompt for

PlanPrompt is for financial professionals: financial advisers, product and service providers who use personalised client communication to build strong, long-term relationships and grow their business.

The Founding Member Benefits

Welcome to PlanPrompt Angels😇 an exclusive community of financial professionals shaping the future of smarter financial decision-making.

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1. For just INR 4,250.00 per month, you receive

Unlimited access to our three powerful online questionnaires:
• Wealth Dharma – Understand your financial personality, investment mindset and risk tolerance.
• Risk Suraksha – A fast, and accurate risk tolerance test.
• Wealth Siddhant – Align investment strategies with what truly matters to your clients.

2. Custom Tools and Resources

Business growth opportunities – Unlock special tools and resources to scale your practice.

3. Exclusive Fortnightly Webinars

Exclusive fortnightly webinars – Gain industry insights and strategies to grow your business.

4. Invitation to PlanPrompt Angels Exclusive Annual Conference

Connect, learn, and stay ahead in the financial services industry.

Monthly

INR 4,250.00

This includes:
1. Full access to 3 powerful online questionnaires for smarter decisions:
• Wealth Dharma – Understand financial personality, risk mindset & risk tolerance
• Risk Suraksha – A next-gen risk tolerance test
• Wealth Siddhant – Identify client priorities: growth, security, legacy
2. Fortnightly expert webinars on trends & business growth strategies
3. Access to Paul Resnik & Stuart Erskine for mentoring & support
4. Shape PlanPrompt’s future with your feedback as a founding user
5. Exclusive tools & strategies to scale and grow your business
6. Annual Angels Conference to connect, learn & share insights
7. Sign up now – Instant access, no long-term commitment, cancel anytime!

Hey Financial Advisers What are you wating for?

Secure your spot now and get instant access!

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Monica

"PlanPrompt suite of tools is one of the best I have ever come across in a long time. It completes the gap in understanding clients deeper and better".

Monica Europe

Fatima

"I love the suite of tools of PlanPrompt as it helps me to act in the best interest of my clients."

Fatima Dubai

Samir

"PlanPrompt suite of tools are best suited for Indian Financial Advisers who want to put their clients interest first."

Samir India

Amy

"Wow! I am floored by the PlanPrompt Suite of Tools and how it impacts my practice. The best investment in my business."

Amy United States

PlanPrompt

PlanPrompt is the brainchild of Paul Resnik and Stuart Erskine. Paul has 5 decades of experience in financial services and Stuart has over 3 decades.

PlanPrompt Angels Join Today and transform financial advice in India

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