Services - Planify

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Our Services

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Financial Planning

Experience life with hassle free finances on each life goals with our outstanding Financial Planning services.

Insurance Planning

Protect your priorities and secure every step of your and family’s life and health with best Insurance plans.

Loans Planning

Best Deals and Easy instant approvals on any type of loan requirement for any need from 70+ banks and NBFC’s.

Tax Planning

Don’t let taxes bother you and only pay what you have to. Save tax up to Rs. 70,200 with finest Tax Saving Techniques.

Retirement Planning

Plan early Retirement and a corpus in excess of 10 crores with our best in class Retirement Plans. 

Wealth Management

Nurture and grow your wealth with our tailored made customized Wealth Management solutions.


42+ Mutual funds AMC, 10+ NCD and 15+ DMAT account companies to compare.

Mutual Funds

Scientifically selected best mutual funds from 15,000+ mutual fund options for wealth building.

Corporate F.D. and NCD's

Secured Fixed returns of 10%+ on Top Corporate FD’s & NCD’s for fixed income generation. No TDS at source.

Private Equity

Finest Private Equity Investment Opportunities You Won’t Find Elsewhere for phenomenal returns. Ticket size starts from  ₹ 1 crore.

Portfolio Management Service

Top PMS services with 15 years track record. that can potentially be tailored to meet specific investment objectives with Focus on Profit sharing. 

Pre IPO Allotments

Invest early in upcoming IPO’s to make spectacular returns with our most exclusive financial service.

Dmat Account

Trade in Shares, Currency, Commodities with one account. Trade Anywhere Anytime with Low Brokerage Rates. Online/Offline Trading available


26+ insurance companies to compare. 
Complete Hassle-Free Online Process. No Agent commission. 

Life Insurance

Protect your priorities by covering the risk on life, disability, accidents, critical illness. Fast claim settlement. 

Health Insurance

Secure you and your family’s health with cashless claims. No Paperwork. Lifelong Renewability. Special plans for working employees.

Car & Bike Insurance

Instant Car/Bike Insurance Policy for Zero Depreciation Cover, Car Theft, Own Car Damage, Roadside Assistance, Personal Accident cover. Cashless claims.

Home Insurance

Cover Home under Fire And Allied Perils, Tremors, Cyclones, Flood, Damage By Explosion.  Cover Jewellery & Valuable Appliances against theft. 

Individual Personal Accident

Cover against accidental death or disability. Lifetime Renewability. Quick Claim Settlement. In-Patient Treatment. 3700+ Network Hospitals. No Room Rent Capping.

Travel Insurance

Hassle-Free Traveling with Passport/ Baggage Loss, Cashless Hospitalization worldwide, Missed Flight, Trip Cancellation. No Medical checkups. Special plans for frequent flyers


40+ Banks and NBFC to compare
Interest Rates lower than Dealers

Home Loans

 Upto 90% of Property Value. Easy Process. Full Transparency. Quick Disbursement. No Foreclosure Charges. Lowest Processing Fees. No Prepayment Charges. Balance Transfer & Lowest EMI Options available.

Personal Loan

Easy Online process | Instant Approval | No Pre-Closure Fees | No Hidden Charges | e-approval in 2 minutes | No Collateral Required | Flexible Repayment option | Attractive Interest Rates | Balance Transfer & Lowest EMI Options available.

Business Loans

Hassle Free, Flexible EMIs & Minimum Paperwork. Avail line of credit & get money in bank in 48 hours. Full Transparency. DoorstepService. Quick Sanction. Lowest Processing Fee | Attractive Interest Rates | Balance Transfer & Lowest EMI Options available.

Loan against Securities

 Loans Against Securities to get loan against shares, mutual funds, LIC policy, National Savings Certificates (NSC) & Kisan Vikas Patra.  Hassle Free & Secure. Lowest EMI options available. 

Car Loan

Owning a Dream Car is just a click away. Finance Upto 95%. 24 hr Approval, Paperless Process, Low EMI. 

Loan Against Property

Lowest Interest on Loan Against Property, Up to 100% of Property Value. Overdraft option. Balance Transfer. Online Process. Hassle Free & Secure. Doorstep Service. Loan e-Approval in 2 Mins.

Corporates & Businesses  

Complete Hassle-Free Online Process. No Agent commission. 

Marine Insurance

Finest Plans to cover risks on Exports and Imports, Inland Transit, Marine Hulls – Insure your ships and boats, Specific transits. Cover any commercial agreement. Fast Settlement. Get Immediate Policy Copy. 

Shop Owner's Insurance

Best Plans to ensure safety of property, shop and possession against Fire light, storm, burglary, flood, riot, earthquake or any other natural calamity. Fast Settlement. Get Immediate Policy Copy. 

Construction All Risk

Best plans to ensure safety of damages to under construction civil projects or material purchased, third party liability cover.  Fast Settlement. Get Immediate Policy Copy. 

Group Term Life, Personal Accident Insurance

Tailor made Plans with insurance on life, disability, accident, critical illness and risks of accidental death and disability for employees. 
Fast Settlement. No Medicals. 

Taxi, Buses, Tractors, Trucks Insurance

Instant Taxi, Buses, Tractor or Trucks Insurance Policy for Zero Depreciation Cover, Theft,Own Vehicle Damage, Personal Accident cover. Cashless claims.

Group Health Insurance

Tailor made Plans with Best Coverage & Crafted To Maintain Healthy Lifestyle for your employees and their family. No Medical Test. Covers Pre-existing Diseases. Lifetime Renewability. 4500+ Cashless Hospitals. Fast Cashless Settlement. No Medicals.

100+ Justdial Reviews

50+ Facebook Reviews

Happy Planifiers

There is no match to the service offered by Planify. I was looking for a home loan when I bumped to Planify. They have tied up with 15+ nationalized and private bank and got me the least interest rate in no time. Well done Planify.
Disha Verma
Software Engineer, MakeMyTrip
Like many people, I spend the majority of my time planning for my business, but pay little or no attention to my own finances. Planify has developed a personal plan for me that allows me to take much greater control of my financial affairs, and plan for the future. Everything now makes much more sense, and I only wish I had got in touch with Planify sooner!
Priyamvada Mehra
Inspection Manager, Airbnb

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