About Us
Our Story
For three decades, our esteemed partners, Mr. Tushar Shah and Mrs. Binita Shah, have been the driving force behind Plan Money (TJS FINANCIAL SERVICES LLP). With an unwavering commitment to excellence, we have been delivering financial solutions since our inception in 1994.Commencing our journey by offering financial instruments such as Post Office Savings Plans, LIC, PPF, and FDs, we have evolved with the financial landscape over the years. In 2003, we embarked on our journey in the Mutual Fund industry. Since then, we have consistently expanded our portfolio of services.
Today, Plan Money stands as a comprehensive financial services provider, offering expertise in Mutual Funds, PMS, FDs, Life Insurance, and General Insurance. This diversification is a testament to our enduring dedication and relentless efforts to meet the evolving needs of our valued clients.
Our success story is woven with the threads of trust, expertise, and personalized service. As Certified Financial Planner and AMFI Registered Mutual Fund Distributor, Mr. Tushar Shah and Mrs. Binita Shah bring a wealth of knowledge and experience, ensuring that every client receives tailored financial solutions aligned with their goals.With a proud legacy of 30 years, we look forward to continuing our mission of providing top-notch financial services, and empowering our clients to navigate the complexities of the financial world with confidence and success.
Mission
Enriching lives through financial Security & stability to provide Financial Independence.
Vision
Build trust and value for our clients and always recommend things that are in their best interests.
Our Commitment
- Analyse- Interpret the situation and point of strategic thinking
- Plan- No one has ever become rich simply by saving, Money grows by proper planning
- Execute- Vision without execution is daydreaming
- Monitor-Keep an eye on activities and progress