About Plan B Wealth

We are a Financial Advisory specializing in: # Financial planning for achieving long term and short term goals # Mutual fund portfolio review # Mutual fund SIP / STP / SWP / Lumpsum investing / Tax saving # Asset Allocation Portfolios # Term Insurance # Health Insurance # Vehicle Insurance # Guaranteed Income Plans # Annuity Plans # Corporate Fixed Deposits # Secondary Bonds, NCDs # RBI Bonds, Capital Gain Bonds # Market Linked Debentures (MLD) # Loan against Securities # Alternative Investment Products - SIF, PMS and AIF We assure ethical advise & personalized service at no additional cost.