Services - Planify

Services

Select the service you are looking for

INVESTMENT

images

Mutual Funds

All 23 Categies, 42 AMC's & 14,600 Mutual funds available to choose to pick for different investment objective

images (10)

Corporate F.D. and NCD's

Fixed Deposit schemes to get you best returns on your investment

How-to-evl-PMS-1

Portfolio Management Service

PMS services to have better control on their investments and decisions

Investment-Options-in-India-for-NRIs-v1.1-2

Private Equity

Invest in Start up Indian companies and starts up across world through Venture capitalist funds. Applicable for only HNI and NRI clients as ticket size start from 2.5 crores onwards.

ipo-india

Pre IPO Allotments

Buy stocks which are about to list before their IPO comes for retail investors to invest

download (1)

Dmat Account

We offered DEMAT account of traditional and discounted broker's for clients who want to invest or like intraday trading.

INSURANCE

download (2)

Term Insurance

All 26 insurance companies available to cover risk on life, disability due to accident or critical illness, Critical Ilness cover and Waiver on Premium Rider available to suit the need of every individual

download (3)

Health Insurance

All 26 insurance companies available to cover risk on health of self, spouse, kids and Parents

images (12)

Car & Bike Insurance

All 26 insurance companies available to cover risk on car for third party, comprehensive, zero dep with add ons on consumables, non-consumables, engine protection etc are available

images (6)

Home Insurance

Safety for your property and possession against fire, light, storm, burglary, flood, riot, earthquake or any other natural calamity.

images (13)

Travel Insurance

Travel insurance to cover risk while transit within and outside India to cover any mishap or medical expenses. Special insurance plans for frequent flyers. Loan

LOANS

download (4)

Home Loans

Safety for your property and possession against fire, light, storm, burglary, flood, riot, earthquake or any other natural calamity.

images (14)

Personal Loan

Safety for yoPersonal Loans available from all leading banks and NBFC's at least interest ratesur property and possession against fire, light, storm, burglary, flood, riot, earthquake or any other natural calamity.

download (5)

Business Loans

Business Loans available from all leading banks and NBFC's at least interest rates

download (6)

Loan against Property

Loans against property available from all leading banks and NBFC's at least interest rates

images (15)

Loan against Securities

Loans against securities such as Stocks, bonds available from all leading banks and NBFC's at least interest rates

images (16)

Car Loan

Car Loans available from all leading banks and NBFC's at least interest rates

download (7)

Credit Cards

Haven't started yet

download (8)

Currency

Haven't started yet

MISCELLANEOUS

download (8)

International Driving License

Drive in 182 countries without any hassle for a 10 year validity.


images (19)

Corporate Investments

Professional Management of funds for best possible returns

download (9)

Group Health Insurance

Health Insurance for your employees, spouse, kids and parents available to cover the risk of health.

download (11)

Group Term Life

Life Insurance for your employees available to cover their risk on life

download (12)

Group Personal Accident

Personal Accident Cover Insurance for your employees available to cover them from any accidents

download (13)

Marine Insurance

Marine Insurance available from all leading insurance providers in India to cover the risk on transit

download (14)

Fire & Burglary,Cyclone, Storm, Flood, Indent Insurance

Insurance available from all leading insurance providers in India to cover against fire, burglary, cyclone, storm, flood

download (15)

Shop Owner’s

Safety for your property and possession against fire, light, storm, burglary, flood, riot, earthquake or any other natural calamity.

images (20)

Construction All Risk

Coverage for property damage and third-party injury or damage claims from all leading insurance providers in India

download (16)

Commercial Car, Buses, Tractors, Truck Insurance

All 26 insurance companies available to cover risk on car for third party, comprehensive, zero dep with add ons on consumables, non-consumables, engine protection etc are available

images (21)

Business Loans

Business Loans available from all leading banks and NBFC's at least interest rates

sme-finance-356_4712_356

SME Loans

SME Loans available from all leading banks and NBFC's at least interest rates

images (20)

Construction All Risk

Coverage for property damage and third-party injury or damage claims from all leading insurance providers in India

    Start now
    ×