OUR SERVICES

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