Plan Money | Plan your Money, wisely!

WE MEET YOUR FINANCIAL INVESTMENT NEEDS

MUTUAL FUND

Mutual Fund is an investment product. It is owned and operated by a Mutual Fund company, which pools funds from different investors and invests them in a variety of asset classes, including gold, bonds, shares, and money market instruments.

PORTFOLIO MANAGEMENT SERVICES

Portfolio management service (PMS) is provided by professional money managers to informed investors and can be tailored to meet specific investment objectives. PMS providers invest directly in securities through focused portfolios. The minimum amount required is 50,00,000/-

FIXED DEPOSITS

We are engaged with HDFC Bank and LIC Housing Finance Ltd. Our job doesn’t just stop with the initial suggestion; we also think it’s important to keep investors updated with the prevailing interest rates.

LIFE INSURANCE

A life insurance policy may include elements that can help you reach other objectives, such as education, retirement, tax savings, and estate planning, in addition to helping you plan for your family's financial requirements.

GENERAL INSURANCE

A Mediclaim policy is an indemnity based plan which offers financial support and protection to the insured person in case of a medical emergency. We also deal in Travel Policy, Cancer Care Policy, Critical Illness plan & Car Insurance.

Choose Sovereign Gold Bonds Over Physical Gold!

Unlock the brilliance of investing with Sovereign Gold Bonds (SGBs), the ultimate alternative to traditional physical gold...

To minimize taxes on your equity Mutual Fund profits, consider a strategy called Harvesting.

Here's how it works: Invest Rs 50,000 in equity Mutual Funds. Hold the investment for more than a year. When you redeem, you...

5 Important things to consider before you make your financial investment decision

Investment is a highly important decision that you make in order to secure your life in terms of finance and savings. Let’s highlight some points that help you make a good investment.

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Why Plan Money ?

30 years of experience.

Mobile app to track your portfolio with ease.

Tax Reports are provided to the customer at the end of the year.

One-stop Solution for all Investment related needs.

We design client specific strategies & financial roadmap.

Dedicated team to track & update you on your portfolio performance.

Life Stage & Risk Return

Age Range	Goals	Return Expectations	Risk Appetite	Liquidity
20-30 Years Old	Education, Marriage, Buying House	High	High	Low
30-40 Years Old	Children Education, Insurance	Moderately High	Moderately High	Moderately Low
40-50 Years Old	Wealth Creation	Balanced	Balanced	Balanced
50-60 Years Old	Retirement + Holidays	Moderately Low	Moderately Low	Moderately High