Our Services

Our Services

Our Services include Investment Planning, Tax Planning, Existing Portfolio Assessment & Consultancy, Risk Planning/Insurance, Employee Benefit Program for corporates, Tax Deferral and optimization method for corporates. Feel free to contact us for any Investment related assistance.

Investment Planning

Investment planning-plan4sure

Investment Planning

We design a superior portfolio which beats the benchmark and generates efficient return with minimal volatility. The investment planner will discuss your requirements in detail and align them with the current market scenario. By creating the investment plan, you make sure that you are creating wealth and saving taxes.

Tax Planning

Most of the people do not know how to save taxes by taking the benefits of deductions and Exemptions and end up paying huge taxes.

Do not wait for the year end. Plan your taxes in advance to get the maximum benefits.

Do you know that there are more than 20 tax saving instruments available? Speak to our Financial planner to structure your income to save maximum taxes. Our Advisor will help you with different ways of tax savings.

Tax planning- Plan4sure

Tax Planning

Risk Planning/Insurance

Risk Planning/Insurance- plan4sure

Risk Planning/Insurance

The basic and most important step of financial planning is mitigating unforeseen risk. We plan your insurance requirements and help you select the best insurance for you and your family.

Existing Portfolio Assessment & Consultancy

Have you started your investment journey but not getting desired returns? Investment is the 1st step of financial planning. We need to review and rebalance the portfolio based on the current economic scenario. Our Advisors review your existing investments and based on your requirements rebalance the portfolio to generate superior returns.

Most often people invest in instruments which is not in the interest of their financial goals and someone has mis sold those instruments. It’s always advisable to understand the instruments before investing. That is the core ideology of Plan4sure, making clients aware and educating them so that they can take informed decisions.

Existing Portfolio Assessment & Consultancy - Plan4sure

Existing Portfolio Assessment & Consultancy

Employee Benefit Program for corporates

Employee Benefit Program for corporates -Plan4sure

Employee Benefit Program for corporates

Happy Employees are the most productive ones. We work with organizations who care about their employees. We conduct Investment planning and tax saving sessions in different corporates and help the employees plan their finances. Less tax deduction is higher in hand salary for the employees. And as we say Happy Employees are the most productive ones.

We Conduct f2f and virtual sessions and explain the importance of financial planning and help employees save taxes. We clear up all the queries of your employees pertaining to their finances so that they can focus on work.

We also work with organizations in employee retention and Bonus deferral methods.

Tax Deferral and optimization Method for corporates

Are you a corporate and looking to defer taxes and optimize the returns? We have got you covered. We work with organizations and help them in deferring taxes by making Investment.

Tax Defferal and optimization Method for corporates

tax deferral- plan4sure

Contact Us


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.

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.

Mutual Fund Sahi Hai!! Lekin Kaun sa?

Mutual Fund Sahi Hai!! Lekin Kaun sa?

Investing in mutual funds has become a popular choice among Indian investors due to its potential for high returns and professional management. However, with a plethora of options available, selecting the right mutual fund can be a daunting task. In this article, we will explore the challenges investors face while choosing a mutual fund, considering […]

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 […]