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About Us

Mr. Koustav Biswas - Founder

Mr. Koustav Biswas has more than 15 years of experience in Banking, Private wealth management, BFSI domain (Big Data and Analytics), etc. He has worked with companies like ICICI Bank, Kotak Mahindra Bank, Yes Bank, Right Horizons, Tech Mahindra, etc.

Now Business Partner of Angelone, IIFL Securities, Fund Expert of Kotak Securities etc. 

Quality policy

Logo- Theme

 

🚀 Introducing Our Logo: A Symbol of Financial Freedom! 🦅

We are thrilled to unveil our new logo that perfectly embodies our mission to help you Plan Your Future and achieve financial freedom. The soaring eagle represents strength, vision, and the ability to rise above financial challenges. Just as an eagle flies freely, our goal is to empower you to take control of your financial future, free from worries or constraints.

At Plan Your Future, we believe that financial freedom is about making choices that bring you peace of mind and security. Whether it’s planning for retirement, managing your investments, or building long-term wealth, we’re here to guide you every step of the way.

🌟 Join us on this journey to freedom!
Together, let’s create a future where you soar confidently towards your goals.

 

We are AMFI registered financial Distributor of Mutual Funds and other Financial Products, with vast experiences in financial industry and serving a large number of happy investors.

We offer the complete range of financial products and insurance in a single platform and We help and guide you to choose the right financial products to help achieve your financial goals successfully.

Our comprehensive online smart wealth management platform empowers you to have access to your entire wealth portfolio across Mutual Funds, Direct Equity, Fixed Deposits, Insurance etc at a single place.

Financial Products distributor

Our Vision is to add 1000Cr + Assets under management by 2035.

 

The mission is to help people by providing Personalized solutions for the execution of Investments in the direction of their Goals.

 

Registration Number

for Mutual Fund Distribution: EUIN: E389902

IRDA Registration Number: HDF01653347

 TIN 1115016820240310  

GST Registration Number: 19AMXPB1031B1ZG

Trade Mark No. 4032388

NSE  Ref.No.NSE/MEM/12798/AP/397/Mar'21 

BSE Ref No.  57819 

etc.

We are the business partner of multiple National and Global Brands for their cutting-edge technology, Products, and services to give our customers a 360-degree excellent user experience.

  

Disclaimer: Investing in the securities market carries inherent risks. Please read all relevant documents thoroughly before making any investment decisions. As a registered Authorized Partner and Distributor, we do not charge additional fees for our value-added services; our remuneration comes from commissions or brokerage fees paid by product companies.

Our role is limited to Plan making, data inside discussion, and assisting with the execution and sale of financial products.  The customer has to make and take their own decisions.  

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