About Us

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.

About-us-investment management firm- Plan4sure

Our Priority

Our clients are our top priority

Indian- rupee increasing-plan4sure

Our Priority

Our clients are our top priority

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.

Plan4sure designs your Investment Plan considering your Assets, Liabilities, Income, Expenses, Financial Goals and designs a plan which will ensure that you have funds available whenever you require. We restructure your existing investments and align that to your goals. So now all your goals and dreams will be fulfilled. We have got your back with a plan.

Our Core Values

Curiosity: We are eager to understand the “why.”

our core values- plan4sure

Our Vision & Mission

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.

Vision & mission-plan4sure

Contact Us

Contact Us Image- plan4sure

Address

401, GR Park, Banerghatta Road, Bangalore

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.

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 👍
Intelligent Investor
Intelligent Investor
2023-07-15
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.
Narendra Kumar Gupta
Narendra Kumar Gupta
2023-07-04
I had an incredible experience with Plan4sure! The best thing about them is their ability to assist you in correcting poor investments and creating a tailored investment plan that aligns perfectly with your goals. If you're seeking investment opportunities or need a second opinion on your current investments, I highly recommend checking them out. Plan4sure, you're doing an outstanding job, and I want to express my sincere gratitude for all the assistance you provided. Thank you so much!
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.

Plan4sure.com: Your Trusted Partner in Wealth Management and Financial Advisory

Plan4sure.com: Your Trusted Partner in Wealth Management and Financial Advisory

When it comes to managing your wealth and achieving financial success, having a reliable partner by your side can make all the difference. Plan4sure.com is a leading wealth management and financial advisory firm that specializes in helping clients navigate the complexities of the financial landscape. With a wide range of services, including personalized wealth management, […]

How “Fixed Deposit” is making you poorer??

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 […]