Iplan is a professional financial planning & wealth management company, offering free planning & advisory services to investors. Yes you heard it right. It’s FREE!!! Unlike most western countries, Indians do not enjoy social security, like pension, free healthcare and education and so on. There is a lot of dependency on the bread earner of the family,where an individual spends roughly 25-40 years of his/her life to provide for essential needs like marriage, childbirth, education/marriage of the children, buying a house/car, vacations and retirement. Though these requirements are common, some attend to them comfortably and some find it extremely difficult to manage. This is one of the most common problem-area arising out of an adhoc approach when it comes to planning for one’s self. Get trusted services of iplan for financial planning for children’s education, financial planning for children’s marriage, financial planning for retirement, financial planning for buying house and financial planning for vacations.
Our services will be useful for those interested in conflict-free quality, client-significant advice. We have a consistent Engagement model of advisory to ensure that our clients may gain the advantages of depositary advice. The focus is not just on returns, rather to device a blueprint to meet targets, ongoing advice to ensure our customers stay aligned with the plan created & assist to put together a suitable portfolio and its proper monitoring. Iplan advisory is trusted for its professional expertise, quality advisories and trustworthiness due to its ethics and integrity.
Iplan’s advisory panel has more than 24 years of collective experience in investment advisory, financial planning, assets management and banking services at the top most financial institutions of India. Here at Iplan, high-end sophisticated methodology and research tools are used to provide the investors with the most tax-efficient solutions, as per their risk-appetite, which is also in tandem with their financial goals.