About Planmoney
Planmoney is a Financial Services company based in Mumbai (India) founded in 2023. It provides investment advisory, mutual funds, portfolio management, and insurance services. It operates on a B2C and SaaS model. Planmoney offers products and services including Mutual Funds (Amulya), FastLane, Personalised Investment Services, Portfolio Management, and QuantumVault. Its focus areas include FinTech, Investment Tech, Unlisted Stocks and Pre-IPO Investments. Its legal entity in India is Econexx Wealth Private Limited (U66301MH2025PTC437613). Similar companies include UTI Mutual Fund, 360 One and Sundaram Finance; 1 of its 3 listed similar companies has raised funding.
Company details
PlanMoney, under Econexx Wealth Private Limited, specializes in investment advisory and consultancy services, focusing on mutual funds, unlisted shares, and startup investments. They offer personalized solutions through an app and website, helping clients manage money and achieve financial goals. Based in Thane, India, they serve individuals and businesses with expert guidance on risk management and portfolio handling, emphasizing trust and long-term value.
- Headquarters Mumbai, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website planmoney.in
- Social Instagram
- Legal Name Econexx Wealth Private Limited
- Date of Incorporation 06 Jan, 2025
- Jurisdiction Kalyan, Maharashtra, India
Associated legal entities of Planmoney
Planmoney operates through Econexx Wealth Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Econexx Wealth Private Limited CIN U66301MH2025PTC437613 | Active | 06 Jan 2025 | Kalyan, Maharashtra | 2 | View details |
Products & Services of Planmoney
Planmoney offers a comprehensive portfolio of products and services, including Mutual Funds (Amulya), FastLane, Personalised Investment Services, Portfolio Management, and QuantumVault.
Advisory for mutual fund investments and SIP options.
Equity calls based on technical and fundamental analysis.
Tailored investment advice for up to 20 lakh capital.
Full handling of portfolios for high-net-worth individuals.
Compounding-focused service for capital above 50 lakh.
Brokering for health, life, and term insurance policies.
Board of directors of Econexx Wealth Private Limited (Planmoney)
Econexx Wealth Private Limited is the primary company behind Planmoney. The board of Econexx Wealth Private Limited currently have 2 directors; the longest-serving is Girindra Kumar Lal Karn, appointed in 2025.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Girindra Kumar Lal Karn DIN 10521681 | Director | 06 Jan 2025 | 1 yr 9 mo | Econexx Wealth Private Limited |
| Ragini Shivkumar Lal DIN 10897397 | Director | 06 Jan 2025 | 1 yr 9 mo | Econexx Wealth Private Limited |
Similar companies to Planmoney
Planmoney has 3 listed similar companies in our database, 1 of them funded. They include UTI Mutual Fund, 360 One and Sundaram Finance.
| 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. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| sundaramfinance.in | 1954 | Chennai, India | 8,285 | Provider of consumer & SME loans and equipment & vehicle leasing services |
Detailed similar companies of Planmoney
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Frequently Asked Questions about Planmoney
Planmoney was founded in 2023.
Planmoney is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
PlanMoney, under Econexx Wealth Private Limited, specializes in investment advisory and consultancy services, focusing on mutual funds, unlisted shares, and startup investments. They offer personalized solutions through an app and website, helping clients manage money and achieve financial goals. Based in Thane, India, they serve individuals and businesses with expert guidance on risk management and portfolio handling, emphasizing trust and long-term value.
Planmoney's top competitors include UTI Mutual Fund, Sundaram Finance and 360 One.
Planmoney offers Mutual Funds (Amulya), FastLane, Personalised Investment Services, Portfolio Management, and 2 more products and services.
Planmoney operates through Econexx Wealth Private Limited.
The legal entities of Planmoney currently have 2 directors, including Girindra Kumar Lal Karn, Ragini Shivkumar Lal.