Plan Money is 24 years of effort, driven by a young & energetic team under the guidance of our founders – Mr.Tushar Shah – Certified Financial Planner &Mrs.BinitaTushar Shah – AMFI Registered Mutual fund distributor. We have been catering finance solutions to our clients since 1994 with an intention to deliver the First-rate services. Our founder commenced the business with Post office saving schemes, LIC, PPF & FDs which was then taken to the next level in 2003 when he received the Licence from AMFI & since then we started dealing in Mutual funds. Today our continuous efforts & passion has made us dealing in Mutual funds, Life Insurance with MF, PMS, FDs & General Insurance
We owe our achievement to our client’s support which motivates us and binds us to serve them better with top-notch solutions. We endeavour to continually enhance our services to build value & confidence for our customers.
Company Details
- Employees
- 9
- Founded
- -
- Address
- 82-B, Mulji Jetha Co-Operative Society, 187 Princess Street, Mumbai – 400002, Goregaon East,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://planmoney.co.in
- HQ
- Mumbai, Maharashtra
- Competitors
- Circle Wealth Advisors Private Limited, Greenedge Financial Services Private Limited, Smart Wealth Financial Services, Growwealthss, Etica Wealth (P) Ltd, Sykes & Ray Equities (I) Ltd., S9 Financial Planners, Finance Planning Wealth Management, PersonalFN - Mutual Fund Research & Financial Planning, Ladder7 Wealth Planners.
Plan Money Questions
Plan Money's website is https://planmoney.co.in
Plan Money's LinkedIn profile is https://in.linkedin.com/company/plan-money-wisely
Plan Money has
9 employees.
View email and phone details for 9
employees at Plan Money.
Plan Money's industry is
Financial Services
Plan Money's top competitors are
Circle Wealth Advisors Private Limited,
Greenedge Financial Services Private Limited,
Smart Wealth Financial Services,
Growwealthss,
Etica Wealth (P) Ltd,
Sykes & Ray Equities (I) Ltd.,
S9 Financial Planners,
Finance Planning Wealth Management,
Personalfn - Mutual Fund Research & Financial Planning,
Ladder7 Wealth Planners.
Plan Money's categories are Financial Services
Plan Money's founding year is 1994
