About Plan4sure
Plan4sure is a Financial Services company based in Bengaluru (India) founded in 2022. It offers investment planning, tax advice, and wealth management for clients. It operates on a B2C and B2B model. Its Indian entity Plan4sure Advisors (Opc) Private Limited reported revenue of ₹19.9 Lakh. Plan4sure offers products and services including Investment Planning, Tax Planning, Risk Planning/Insurance, Portfolio Assessment, and Employee Benefit Program. Its focus areas include FinTech, Investment Tech, Wealth Management and Investment Planning. Similar companies include UTI Mutual Fund, Avendus and 360 One; 2 of its 3 listed similar companies have raised funding.
Company details
Plan4Sure is an investment management firm based in Bengaluru, India, specializing in equity, fixed income, multi-asset, and alternative investments. They assist individuals and corporates with planning, execution, and review of portfolios to achieve financial goals. Services include tax optimization, risk management, and education on disciplined investing, serving clients across India to build and preserve wealth.
- Headquarters Bengaluru, India
- SectorsFinancial Services
- Email••••••••
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- Website plan4sure.com
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- Legal Name Plan4sure Advisors (Opc) Private Limited
- Date of Incorporation 24 Jul, 2023
- Jurisdiction Bangalore, Karnataka, India
- Annual Revenue₹19.9 Lakh
FY 2025 · -6% YoY
- Net Loss-₹4.5 Lakh
FY 2025 · -22% margin
- EBITDA-₹1.8 Lakh
FY 2025 · -9% margin
Associated legal entities of Plan4sure
Plan4sure operates through Plan4sure Advisors (Opc) Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Plan4sure Advisors (Opc) Private Limited CIN U66190KA2023OPC176439 | Active | 24 Jul 2023 | Bangalore, Karnataka | ₹0.2 Cr | 1 | View details |
Products & Services of Plan4sure
Plan4sure offers a comprehensive portfolio of products and services, including Investment Planning, Tax Planning, Risk Planning/Insurance, Portfolio Assessment, and Employee Benefit Program.
Assists in creating and managing investment portfolios for returns
Optimizes taxes while adhering to legal requirements
Provides plans to mitigate financial risks and losses
Evaluates and rebalances existing portfolios for better returns
Helps corporates manage employee finances and tax savings
Apps and channels of Plan4sure
its YouTube channel Plan4sure has 4 subscribers and 4 videos.
Videos from Plan4sure
The most watched videos on Plan4sure's YouTube channel, Plan4sure (4 subscribers). Click a video to play it here.
More on Plan4sure.
Board of directors of Plan4sure Advisors (Opc) Private Limited (Plan4sure)
Plan4sure Advisors (Opc) Private Limited is the primary company behind Plan4sure. The board of Plan4sure Advisors (Opc) Private Limited currently has 1 director; the longest-serving is Payal Rathi, appointed in 2023.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Payal Rathi DIN 10252462 | Director | 24 Jul 2023 | 3 yrs 3 mo | Plan4sure Advisors (Opc) Private Limited |
Financials of Plan4sure
Figures of Plan4sure Advisors (Opc) Private Limited, the primary company behind Plan4sure, for FY 2025. Revenue was ₹19.9 Lakh (-6% year on year). Net loss was -₹4.5 Lakh (-22% margin). EBITDA was -₹1.8 Lakh (-9% margin).
- ₹19.9 LakhRevenue · FY 2025 · -6% YoY
- -₹4.5 LakhNet loss · -22% margin
- -₹1.8 LakhEBITDA · -9% margin
- ₹10,000Paid-up capital
Balance sheet, profit and loss, cash flow and ratios of Plan4sure Advisors (Opc) Private Limited are on its company page.
Detailed financial statements for Plan4sure
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Similar companies to Plan4sure
Plan4sure has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, Avendus and 360 One.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. |
Detailed similar companies of Plan4sure
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Plan4sure (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 105.66 M | 376 |
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Frequently Asked Questions about Plan4sure
Plan4sure was founded in 2022.
Plan4sure is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
The primary company behind Plan4sure, Plan4sure Advisors (Opc) Private Limited, reported revenue of ₹19.9 Lakh for FY 2025, down 6% year on year.
Plan4Sure is an investment management firm based in Bengaluru, India, specializing in equity, fixed income, multi-asset, and alternative investments. They assist individuals and corporates with planning, execution, and review of portfolios to achieve financial goals. Services include tax optimization, risk management, and education on disciplined investing, serving clients across India to build and preserve wealth.
Plan4sure's top competitors include UTI Mutual Fund, Avendus and 360 One.
Plan4sure offers Investment Planning, Tax Planning, Risk Planning/Insurance, Portfolio Assessment, and Employee Benefit Program.
Plan4sure operates through Plan4sure Advisors (Opc) Private Limited.
The legal entities of Plan4sure currently have 1 director, including Payal Rathi.