It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients. In the true spirit of our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solutions to their financial position. Considering the tumultuous and the volatile times that we are living in, the need for valuable and active financial planning and wealth management has never been more important and critical.

Our History

Plan My Life acts with an extremely strong focus on client relationship. The team has been working for last 10 years with a total proven track record in which last 8 years in Financial Planning, HNI & NRI Services, Equity Advisory, Investment Advisory and previous years in Accounts, Taxation and Sales & Marketing domain and brings with it strong research and investment advisory capabilities keeping in mind the regulatory framework and the volatility in the investment climate. We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable. We are a privately owned company and therefore core decisions regarding our processes and practices start at grassroots, ensuring all angles are covered in the decision making process.

Our Mission

The goal is to create, grow and preserve wealth. The advisory practice is built on the foundation of trust, integrity and responsibility and hence we are always committed to exceeding the expectations of the clients. Across all solutions, our first exercise is to discuss with you extensively to understand your context, aspirations and constraints. We prefer working with our clients over multiple years rather than focusing on one-off transactions. Irrespective of which services you choose, we will be committed to provide you quality service over the long term. Client Loyalty is extremely important to us as most of the client relationships we have are only by invitation and we do not indulge in any mass marketing strategies.

Our Vision

To stay focused on the needs of our investors and be India’s most respected Distribution House by adhering to traditional values of simplicity, transparency and integrity while continuing to deliver steady and consistent performance with wealth creation over the long term. We offer our clients access to a range of traditional and alternative investment opportunities. We are working towards our vision of building a world class customer centric financial services enterprise and we endeavor to be a one stop investment house catering to retail segment as well as High Net worth Individuals. We conduct a thorough financial planning & risk assessment, with meticulous assessment of client’s investment needs and his current financial goals, before offering him any recommendations or making any decisions about the portfolio.

Portfolio