We are a SEBI Registered Investment Adviser with high standards of client care
| Data for the month ending March 31, 2024: | |||||||||
| Sr. No. | Received from | Pending at the end of last month | Received | Resolved | Total Pending | Pending complaints-3 months | Average Resolution time(in days) | ||
|---|---|---|---|---|---|---|---|---|---|
| 1. | Directly from Investors | 0 | 0 | 0 | 0 | 0 | 0 | ||
| 2. | SEBI(SCORES) | 0 | 0 | 0 | 0 | 0 | 0 | ||
| 3. | Other Sources(if any) | 0 | 0 | 0 | 0 | 0 | 0 | ||
| Grand Total | 0 | 0 | 0 | 0 | 0 | 0 | |||
WHO WE HELP
Busy Professionals
We provide you with a well thought out action plan to simplify finances and augment your long-term prosperity as we understand your time constraints.
Entrepreneurs
We unravel your financial goals pertaining to both business and personal requirements and help with multiple money decisions basis your priorities.
Non Resident Indians
We endeavor to maintain a fine balance between the demands of different geographies while adapting your finances to the dynamics of the markets.
Women
We empower you to take control over your finances to help you in making decisions for investing towards your future.
People in Transition
We channelise our expertise to assess the impact and stride over challenges brought about by life transitions such as retirement, child going to college, or a change of career.
People on the Go
We help you stay connected for you to manage money on the go whilst you are in the air or out at sea, with seamless access to an expert team of advisors trained to deal with your complexities.
WHO WE ARE
Delivering proficient financial advice from generation to generation for over fifteen years, we are trustworthy money mentors for our client families.
Give yourself that fine sense of direction to advance your financial life.
Our aim is to make managing finances easier for you by:
- Nurturing and safeguarding your wealth
- Being a helping hand in securing the financial future you want
- Guiding your financial priorities
- Converting potential chances into wealth creation opportunities
- Simplifying your financial life
WHY CHOOSE US
Demonstrable Financial Life Planning
We are here to deeply understand individual needs to provide personalised advice. We go through robust life planning discussions to understand the financial goals that truly matter to you.
Contextual Advice backed by Dynamic Groundwork
We are structured researchers. We study the range of investment options and their favourability based on individual needs to align them with your objectives.
Long term reputation built on independent advice
We have over fifteen years of experience in assisting client families through their financial journeys with unbiased advice suited to their needs.
CONTACT US
DOWNLOAD OUR APP
Track your finances on the go!
The Plan Ahead app is for Investors to track their investment portfolio, goal based financial plan and know more about Plan Ahead Wealth Advisors, and our latest views on personal finance, mutual funds, insurance and other investment avenues. Financial Planning at your fingertips: Whenever, Wherever.
CLIENT TESTIMONIALS
The distinctive feature of Plan Ahead’s services is their focus of presenting impartial advice, across a range of financial products. A necessity, especially keeping in mind the complex products available today. Couple this with their robust backend which helps make transactions easier, they represent an optimum solution for individual investors.
VP – Licensing, Acquisition and Commercial – a leading entertainment network company
Mumbai
Plan Ahead has been advising me on my portfolio during both my active career and the early part of my retirement. Their goal focused advice has resulted in solutions that are customer centric. As a career banker, I have spent many years overseas, and believe that Plan Ahead is able to offer international standards of financial advisory, with a strong understanding of local financial markets.
Retired Senior Banker
Mumbai
Trustworthy financial advise based on unbiased approach and continuous demonstration of courage towards the client.
Former Head – HR – Global R&D, at a large listed pharma company
Mumbai
Personalized, sensible advice with very good service.
Head of Payments, Asia Pacific, at a MNC Bank
Personalised and very effective - right from the beginning there was very high involvement in understanding our needs, analysing our portfolio, walking us through the process step by step, convincing us on the way forward with loads of data and logic and not pushing too much, very impressive style in client management. Over all sublime!!!
CEO at a listed MNC
Bangalore
Plan Ahead’s advice is a value add for growth and maintenance of financial health with an unbiased balanced approach.
Senior Banker
U.A.E.
Plan Ahead keeps my stated end objective in mind - even when I don't!
Ex-Chief International Operations, listed FMCG company
Mumbai
Plan Ahead has been my trusted partner and guide through the most turbulent times faced by the Indian economy. The level of unparalleled personalized customer service exceeds global advisory services by a long shot.
US based technology entrepreneur
United States
Professional with a personal touch perfectly tailored for individual requirements.
Experienced Professional, Media & Entertainment Industry
Mumbai
Plan Ahead’s advisory service is a critical service which is helping my dream of retiring early come true in the near future.
Ex – Creative Director at a leading Design and Advertising Agency
Mumbai