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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
- Website
- https://planmoney.co.in
- HQ
- Mumbai, Maharashtra
- Competitors
- Sykes & Ray Equities (I) Ltd., Etica Wealth (P) Ltd, Greenedge Financial Services Private Limited, Growwealthss, Smart Wealth Financial Services, S9 Financial Planners, Ladder7 Wealth Planners, Circle Wealth Advisors Private Limited, PersonalFN - Mutual Fund Research & Financial Planning, Finance Planning Wealth Management.
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
Sykes & Ray Equities (I) Ltd.,
Etica Wealth (P) Ltd,
Greenedge Financial Services Private Limited,
Growwealthss,
Smart Wealth Financial Services,
S9 Financial Planners,
Ladder7 Wealth Planners,
Circle Wealth Advisors Private Limited,
Personalfn - Mutual Fund Research & Financial Planning,
Finance Planning Wealth Management.
Plan Money's categories are Financial Services
Plan Money's founding year is 1994
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