Vision: India’s most trusted platform for Investment, Insurance and Loan. To bring a change in the world by creating financial literacy. We believe that simple concepts of savings, covering risks and lending should be taught in schools/colleges and is a fundamental right of everyone.
Mission: To provide financial security to every Indian.
Product/Services: Planify is a financial aggregator service company. We deal in everything related to money. Be it in space of investment, insurance or loans. We provide all types of mutual funds, Corporate FD’s & NCD’s, Portfolio Management Services, D-Mat Account, Private Equity, Portfolio Management Services and Pre-IPO for investments, life, health and general insurance, all type of loans for any individual or corporate needs.
We are in B2B and B2C model where we make Channel Partners (CA, Financial Advisors, Stock Brokers, Travel Agents) who help us extend this services to the end-investor and customers.