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.

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

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??

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 […]