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About us

Iplan endeavours to become the most trusted financial planners of India, trying to simplify the complicated subject of Financial Planning.

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. As far as investments products are concerned, investors end up buying what 'Companies want to sell' rather than what 'they need to buy'.

Iplan’sadvisory panel has more than 24 years of collective experience in investment advisory, financial planning, asset 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 mosttax-efficient solutions, as per their risk-appetite,whichis also in tandem with their financial goals.

Why choose iPlan ?





Taxation Post / Pre Retirement Products

S I P / F D / N C D

Avoid Educational Loan

Contact Information

IPlan Wealth Management Services LLP


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