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.

Best Investment Solution- plan4sure

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.

Investment Management Firm- plan4sure

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

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.

Prem Chand Rathi
Prem Chand Rathi
2023-10-09
Detailed financial plan which is extremely helpful and they review it on every quarter so that your goals and requirements are on track. App and website is user friendly.
Intelligent Investor
Intelligent Investor
2023-10-09
Thank you so much for your help with my Investment plan. Best thing about you guys is the personalized plan created based on a detailed discussion on my requirements. Thank you so much for sparing time to understand my points. Looking forward for the same service in future.
Shashi Kant
Shashi Kant
2023-07-15
I had a great experience with Plan4Sure
Rajan Kumar
Rajan Kumar
2023-07-15
Best financial advice
Neha Sharma
Neha Sharma
2023-07-15
Good service 👍
Piu Maheshwari
Piu Maheshwari
2023-06-22
I had a great experience with Plan4sure. Best part is they help you rectify your bad investments and design your investment plan based on your goals. If you are looking for any investments or want a 2nd opinion on your investments do check them out. Keep up the good work Plan4sure. And Many thanks for your help.

Blog Posts

Latest Blog about Mutual Funds, Stocks, PMS, Alternate Investment Fund, Bonds, Fixed Deposits, Will Writing Insurance and loans.

Beyond Eggs In One Basket : The need for diversification
21Mar

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 in one spot because if something bad happens, like a big storm or bugs, you could lose everything. It’s the same with money.

Imagine if you put all your money into just one type of thing, like airline stocks. Then, something bad happens in the airline industry, like a big problem with pilots. Your money could take a big hit. But if you spread your money out and also invested in something like railway stocks, you’d be safer. Even if the airline stocks went down, the railway stocks could help balance things out.

But it’s not just about different kinds of stocks. You also want to think about other ways to invest your money, like bonds or real estate. That way, if one type of investment isn’t doing well, the others can help keep your money safe.

Some experts say it’s good to have around 20 to 30 different investments, like different plants in your garden. But if that sounds like a lot to manage, you can also invest in something called mutual funds. These are like big pots where lots of different people put their money together, and then someone else takes care of spreading it out for you.

At Plan4Sure, we know how important it is to keep your money safe and growing. We have lots of different ways to help you do that, like mutual funds, insurance, and tax planning. Let us help you make a plan that’s right for you and your goals. Reach out to us today for a brighter financial future.

How “Fixed Deposit” is making you poorer??
25Jun

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 secure way to grow your money. However, there are a number of reasons why FDs can actually make you poorer. Inflation One of the biggest problems with FDs is that they do not keep up […]

The Stages of Investment Planning!!
25Jun

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 important process for anyone who wants to grow their wealth over time. The stages of Plan4Sure investment planning can be summarized as follows: Following these stages can help you develop a sound investment plan that […]