Plan Money
Financial Services
Mumbai, In
9 employees
- Employees
- 9
- Contacts
- 1
- Emails
- 1
Plan Money Overview
- Headquarters
- Mumbai, In
- Website
- planmoney.co.in
- Industry
- Financial Services
- Employees
- 9
- Founded
- 1994
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Plan Money
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.
Plan Money Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
Plan Money Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Shrey Shah | Cfp - Bfm | Mumbai, Maharashtra, India |
Email
|
| Akshita Joshi | Student at University of Mumbai |
View
|
|
| Nisha Tarsaria | Certified Financial Planner (Cfp) | Mumbai, Maharashtra, India |
View
|
| Money Plan Financial Services | Proprietor at Money Plan Financial | Pallahara, Odisha, India |
View
|
Employees by Management Level
Individual contributor
4 profiles
Compare Similar Companies to Plan Money
Sykes & Ray Equities (I) Ltd.
Financial Services
Etica Wealth (P) Ltd
Financial Services
PersonalFN - Mutual Fund Research & Financial Planning
Financial Services
Circle Wealth Advisors Private Limited
Financial Services
Smart Wealth Financial Services
Financial Services
Ladder7 Wealth Planners
Financial Services
Greenedge Financial Services Private Limited
Financial Services
S9 Financial Planners
Financial Services
Finance Planning Wealth Management
Financial Services
Growwealthss
Financial Services