About Personal Finance Plan
Personal Finance Plan is a Technology company based in Mumbai (India) founded in 2014 by Deepesh Raghaw. It provides personalized investment advice, financial planning, and mutual fund recommendations. It operates on a B2C model in Technology and Financial Services sectors. Its website personalfinanceplan.in draws about 17 thousand monthly visits. Personal Finance Plan offers products and services including Mutual Fund Recommendations, Goal Based Investment Plan, and Comprehensive Financial Plan. Its focus areas include FinTech, Investment Tech, Financial Advisory and Investment Advice. Its competitors include Dezerv, Wealthy, ASK Group, Neo Wealth and Nivesh and 1 more; 5 of its 6 listed competitors have raised funding.
Company details
Personal Finance Plan, operated by Deepesh Raghaw, is a SEBI Registered Investment Adviser delivering customized, commission-free financial guidance to individuals and families. It offers services like mutual fund recommendations, goal-based investment plans, and comprehensive financial planning, focusing on transparency and risk assessment. Based in Aligarh, India, it serves clients globally through online and direct consultations, emphasizing empirical strategies and client education for achieving financial goals.
- Headquarters Mumbai, India
- Founders Deepesh Raghaw
- SectorsTechnologyFinancial Services
- Email••••••••
- Website personalfinanceplan.in
- Social X Facebook
Products & Services of Personal Finance Plan
Personal Finance Plan offers a comprehensive portfolio of products and services, including Mutual Fund Recommendations, Goal Based Investment Plan, and Comprehensive Financial Plan.
Offers low-cost, diversified strategies for mutual fund investments.
Designs portfolios tailored to individual financial goals and risk levels.
Provides holistic planning including insurance and tax strategies.
People of Personal Finance Plan
1 people are tracked at Personal Finance Plan (1 in leadership).
| Name | Role | Group |
|---|---|---|
Deepesh Raghaw | Founder | Leadership |
Complete people profiles for Personal Finance Plan
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- Full employee list
- Team structure
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Competitors of Personal Finance Plan
Personal Finance Plan has 6 listed competitors in our database, 5 of them funded. They include Dezerv, Wealthy, ASK Group, Neo Wealth and Nivesh, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| askfinancials.com | 1983 | Mumbai, India | $125M | 191 | Asset & wealth management platform | |
| neo-wealth.com | 2021 | Mumbai, India | $12.66M | 388 | Wealth management, family office services, and investment opportunities are provided. | |
| nivesh.com | 2016 | Noida, India | $5.24M | 41 | Wealth management and financial products are provided online for individuals. | |
| etmoney.com | 2014 | Gurugram, India | – | 128 | App-based mutual fund investment platform |
Detailed competitors of Personal Finance Plan
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Personal Finance Plan
The website of Personal Finance Plan (personalfinanceplan.in) receives about 17.3K visits a month.
- Monthly visits17.3K
▲ 3.7% vs previous month
Websites whose visitors overlap most with Personal Finance Plan. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| jagoinvestor.com | 96% | 26.3K | #1,182,212 | View details |
Top companies in Investment & Financial Technology
10 companies that operate in the same segment as Personal Finance Plan (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about Personal Finance Plan
Personal Finance Plan was founded in 2014.
Personal Finance Plan is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Personal Finance Plan, operated by Deepesh Raghaw, is a SEBI Registered Investment Adviser delivering customized, commission-free financial guidance to individuals and families. It offers services like mutual fund recommendations, goal-based investment plans, and comprehensive financial planning, focusing on transparency and risk assessment. Based in Aligarh, India, it serves clients globally through online and direct consultations, emphasizing empirical strategies and client education for achieving financial goals.
Personal Finance Plan offers Mutual Fund Recommendations, Goal Based Investment Plan, and Comprehensive Financial Plan.