blog/article-blog/A Reflection on Achievements and Milestones : Q4 2023-24

Apr 11, 2024

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A Reflection on Achievements and Milestones : Q4 2023-24

As Planify embarks toward the next financial year, it's an opportune moment to reflect on the strides we've made, the challenges we've overcome, and the lessons we've learned. Over the past quarter, Planify has continued its mission to revolutionize the way an individual plans the utilization of their finances, offering innovative solutions and empowering users to achieve their financial goals with efficiency and ease. Join us as we revisit key highlights, celebrate successes, and chart the course for the future.

New Offerings:

SME IPO: An SME IPO (Initial Public Offering) is the process through which privately held Small and Medium Enterprises (SMEs) issue shares to the public via a stock exchange. It's a significant step for SMEs to access the capital market, enhance visibility, and attract potential investors. Planify connects SMEs with over 10,000 angels, providing access to a wide range of investors. Planify is in the process of facilitating the listing of 3 SME IPOs namely TBI Corn, Madhur Steel & Iron, and Garuda Aerospace. In Garuda Aerospace, Planify facilitated an exclusive investment deal worth ₹6.5 Crores respectively. Planify has also launched a dedicated SME IPO page to facilitate ease in listing.

Global Forex: Global Forex, or foreign exchange, is the decentralized marketplace where currencies are traded. It operates 24 hours a day, five days a week, making it one of the most liquid and accessible markets globally. The primary objective of forex trading is to profit from fluctuations in currency values. Planify has partnered with Preferred Capital for the offerings. Global Forex has recently offered a brand new product to investors to maximize their returns. Preferred Capital offers instant deposits, and faster withdrawals & charges no commission as a part of its mission to offer a client-centric approach that fosters transparency and empowers traders. Investors can visit the Global Forex page on Planify website.

Incubator & Accelerator: Incubators and accelerators are programs designed to support and nurture early-stage startups, providing them with resources, mentorship, and networking opportunities to accelerate their growth and success. Planify partners with Incubators & Accelerators to provide startups with access to a comprehensive ecosystem of support, including mentorship, funding opportunities, and networking events. Incubators & Accelerators who are looking for upcoming startup can visit the Incubator & Accelerator page on Planify website.

Anchor Investor: Anchor investors play a pivotal role in the success of an Initial Public Offering (IPO). Their participation provides stability and confidence to other potential investors, signaling the attractiveness of the company going public. Planify brings more than just capital. Planify brings expertise, industry connections, and credibility to the table. As an anchor investor, Venture X ensures your company gets the spotlight that it very richly deserves. Investors who are looking to explore better growth opportunities can visit the Anchor Investor page on the Planify website.

Features Added:

New Home Page: Planify has recently launched a revamped home page on its website, aiming to elevate the user experience for individuals initiating their investment journey. The new landing page offers a seamless and intuitive interface, guiding users through the process of starting their investment ventures with ease. Planify’s new home page gives viewers a glimpse of Netflix where budding investors can see Videos as well as Infographics. They can scroll through multiple tabs including Trending stocks, New Stocks, Recent IPO, Hot Pre-IPO, Inspiring Unicorns and Most invested stocks among many other things that will assist investors with informed decision-making.

Enhanced performance of Research Report: Planify is dedicated to enhancing the performance of research reports by implementing cutting-edge strategies and leveraging advanced analytical tools. Striving forward in this direction, Planify has taken another step to save users valuable time by reducing the load time of Research Reports.

Screener: Planify is one of the first in the Industry to provide screeners for Startups, pre-IPO, and Unlisted companies. To date, users have been able to do it only for listed companies on Screener, Ticker Tape, and Tijorifinance. Planify Screener is a research and analysis tool for SME, PreIPO, Unicorns & Startups research. It helps users to scan & filter top Indian private companies based on various parameters. Users can also refine the companies according to their investment filters and invest.

Shark Tank Startups: The craze of Shark Tank is on sky-9 and Planify aims to enhance the knowledge base of our investors to assist them with informed decision-making. Planify has released a comprehensive database of all the startups that have appeared in Shark Tank across all 3 seasons on a dedicated Shark Tank page. This database not only covers startups who managed to successfully conclude deals but also those who weren’t fortunate enough. More importantly, this database also covers a brief description of the products & the sub-sectors the startup aims to tap. Last but not least it also informs investors about the Sharks who invested & the terms & conditions of investment. Also, it provides investors with an opportunity to invest in upcoming startups that are available on our platform.

Market Dashboard: Planify has recently unveiled its Market Dashboard page, catering to investors seeking comprehensive insights into market trends and performance. This user-friendly platform offers real-time data visualization tools and analytics, empowering users to make informed investment decisions. It gives investors an idea about the top gainers, top losers, most active by volume & most active by value stocks on a daily, weekly, monthly & yearly basis.

App-Payment Gateway: Planify's new App-Payment Gateway integration simplifies the investment process by allowing users to make direct transactions through the mobile application. This seamless payment experience enhances convenience and accessibility for investors, enabling them to manage their portfolios on the go. By integrating secure payment processing within the app, Planify ensures that transactions are executed swiftly and securely, bolstering user trust and confidence.

Channel Partner App: Planify has introduced several features for its channel partners. The most prominent of all of them is the Channel Partner Dashboard which enables Channel Partners to keep a tab on the Incentives generated by Channel Partners, Top 5 Investors for whom they can also track their portfolio, Top 5 Team Members, etc. More importantly, Channel Partners can analyze their leads & customers, track their earnings & buy & sell shares on behalf of their investors with absolute ease.

Subscription: Planify is thrilled to introduce its Prime & Pro Subscription, offering exclusive benefits to our valued users, including granting access to a treasure trove of vital investment data. With our subscription, you can delve into detailed research reports, and critical insights into startups, pre-IPO companies, and unicorns, track portfolio analysis, use basic & advanced screeners, gain access to curated content including weekly newsletters, blogs, interact with accredited investors through our discussion boards, join Planify Angel Network & most importantly explore our Angel Investing Masterclass.

Join Waitlist: Planify understands the disappointment faced by investors when they are not able to get their desired shares due to a lack of availability. Planify has brought in a new feature of Join Waitlist where investors would be put on the waiting list and once the shares are available, investors would be informed about it followed by a direct share transfer to their account.

Signup Popup: Planify as a part of its mission to assist users to seamlessly register with Planify has introduced a new feature called Signup Popup where investors are encouraged to complete their registration process through Popup messages.

Strengthening the Workforce:

Over the last couple of years, Planify has experienced rapid growth, which saw it touch the mark of ₹100 Cr. in revenue. This has propelled Planify to work on the expansion of its talented team across various departments to meet the emerging demand of the increasing size of accredited investors. The influx of new hires brings diverse expertise and fresh perspectives, enriching the company's capabilities and driving innovation. As Planify scales its operations to meet increasing demand, the expansion of the team ensures efficient service delivery and product development. Planify has laid down a roadmap to increase its workforce to 100 employees from 60 at present.

  1. Planify has started 2024 on a solid note & has already hired 10 employees across multiple departments. As a part of its strategy to streamline its client relations better, Planify has formed a dedicated team to serve its clients better & ensure all their queries are answered promptly.
  2. Planify has also bolstered its tech. team to be able to match the demand of rapidly growing technological requirements & enhanced product offerings as a result of its mission to expand its user base.

Plans for the Upcoming Quarter:

Product Offering:

VentureX Fund: Planify VentureX Fund is a strategic investment initiative, registered as CAT-1 aimed at fueling the growth and innovation of promising startups in various industries. With a focus on nurturing entrepreneurial talent and fostering disruptive ideas, the fund provides crucial financial support, mentorship, and networking opportunities to emerging ventures. Planify VentureX Fund enables investors to avail a fixed allotment of shares in SME IPOs, thus making it easier for individual investors to participate in early-stage deals, which otherwise might be difficult to access.

Wallet Integration: Planify's new Wallet Integration feature on their app streamlines the investment process for users, offering a seamless and secure payment experience. With this feature, investors can conveniently fund their accounts directly from their digital wallets, eliminating the need for multiple transaction steps. This integration enhances accessibility and flexibility, empowering users to manage their investments effortlessly.

Buy-Sell Dashboard: Planify plans to introduce a very new feature to enhance the user’s investment experience. The Buy-Sell Dashboard feature revolutionizes the investment journey for users. With this addition, investors gain a comprehensive view of their portfolio, allowing them to monitor and manage their investments with ease. This tool empowers users to make informed decisions by providing real-time data on trends in the private equity industry, portfolio performance, and growth opportunities.

Team Expansion:

Over the next few months, Planfy aims to strengthen its Financial Analyst & Content team to produce high-quality research reports & content. With a focus on recruiting top talent, Planify aims to uphold its commitment to excellence and remain at the forefront of the financial services industry. The bolstered workforce reflects Planify's dedication to providing comprehensive solutions and exceptional experiences to its growing clientele.


Automatic Assignment of CRM Leads: Planify has introduced Automatic assignment of CRM leads that help streamline the lead management process by assigning incoming leads to the appropriate sell side, buy side, and procurement representative based on predefined criteria. This automation ensures that leads are promptly distributed to the most qualified team members, maximizing efficiency and response time. By leveraging algorithms or rules-based assignment logic, CRM systems allocate leads based on geographical location, lead source, industry, or lead score. This approach reduces manual intervention, minimizes the risk of lead mishandling, and optimizes resource allocation within the sales team. Additionally, automatic lead assignment facilitates better lead tracking and accountability, enabling organizations to monitor lead progression and sales performance effectively.

Style Guide: Planify has introduced a Style Guide on its website that helps present data that is more visually appealing. The style guide format assists the company workforce in streamlining their formatting process before the release of any new content for the users.