About Planmoney
Planmoney is a company based in Mumbai (India) founded in 2023. It operates as a B2C and SaaS. Planmoney offers products and services including Mutual Funds (Amulya), FastLane, Personalised Investment Services, Portfolio Management, and QuantumVault. Planmoney operates in a competitive market with competitors including Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and State Street, among others.
- Headquarter Mumbai, India
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Econexx Wealth Private Limited
- Jurisdiction Kalyan, Maharashtra, India
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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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.
Funding Insights of Planmoney
Detailed funding history for Planmoney
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Investments & Acquisitions by Planmoney
Investment portfolio details for Planmoney
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Financial Statements - Planmoney
Detailed financials for Planmoney
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Planmoney Comparisons
Peer comparison for Planmoney
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Competitors of Planmoney
Planmoney operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and State Street, among others.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Mutual funds, portfolio management, and retirement planning services are offered.
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Commercial banking and asset management services are offered worldwide.
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Financial services are provided to asset managers worldwide.
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Asset and wealth management software is provided for businesses.
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Detailed competitors of Planmoney
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Latest news on Planmoney
Complete news archive for 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 Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
Planmoney offers Mutual Funds (Amulya), FastLane, Personalised Investment Services, Portfolio Management, and 2 more products and services.