Beyond Eggs In One Basket : The need for diversification
When you invest your money, it's like taking care of a garden. You don't want to put all your plants…
We Provide
Best Investment Solution
We are an Investment Management organization focused on wealth creation and preservation. We assist you in planning your investments and achieving superior returns to fulfil your goals. We specialize in multiple asset classes.
- Equity
- Fixed Income
- Multi Asset
- And Alternatives
About us
Who We Are
We are an investment management firm
Who We Are
We Are An Investment Management Firm
We aspire to provide personal finance literacy across India and help people in planning their finances in most disciplined way. We want people to get in the habit of investing and create wealth for themselves.
Creating wealth for clients
We have built our venture to make our clients financially independent with our investment strategy.
Educating clients to invest
We help our client by educating them about the investment planning and strategy building.
Our Services
We are an investment management firm have expertise in multiple Asset Classes, Equity, Fixed Income, Multi
Asset and Alternatives. We have over 120 Crore Asset Under Management and growing.
Our Products
We believe in long-term relationships. Our clients come to us for their financial requirements and advice. We educate the investors and make them aware of all the pros and cons of the Instruments which help them take the right decision.
Mutual Funds
Portfolio Management
Insurance
Stocks
Fixed Deposits
Will Writing
Bonds
Alternate Investment Fund
Loans
We build realations on trust
We believe in long-term relationships. Plan4sure is running on the wheels of Honesty, Integrity, Transparency and Understanding. The process is completely transparent and we understand our client’s requirements and keep that as our only priority while designing a financial plan.
Our experience & works
We have over 120 Crore Asset Under Management
Our experience & works
We have over 120 Crore Asset Under Management
Plan4sure expertise in multiple Asset Classes, Equity, Fixed Income, Multi Asset and Alternatives. We have over 120 Crore Asset Under Management and growing. Our clients prefer us as the one stop solution for all their financial requirements. Our achievements are
- 8+ years of experience
- 700+ financial plans created
- 400+ active customers
700+
Financial Plans Created
8+
Years of Experince
400+
Active customers
Contact Us
Address
2nd Floor, #23, VHMM+99G, above United India Insurance
Company, Nrupathunga Nagar, Navodaya Nagar, 7th Phase, J. P. Nagar, Bengaluru,
Kothnur, Karnataka 560078
What Our Customers Say
Our customers are the live example of our quality of services. We aspire to provide personal finance literacy across India and help people in planning their finances in most disciplined way.
Blog Posts
Latest Blog about Mutual Funds, Stocks, PMS, Alternate Investment Fund, Bonds, Fixed Deposits, Will Writing Insurance and loans.
How “Fixed Deposit” is making you poorer??
Fixed deposits (FDs) are one of the most popular investment options in India. They are seen as a safe and…
The Stages of Investment Planning!!
Investment planning is the process of setting financial goals and developing a strategy to achieve those goals. It is an…