The Story of Planwise


Planwise was incorporated in 2012 with the sole idea of helping individuals to lead a better financial life. Since then our endeavour has grown immensely, as is evident by the number of our clients. As your financial advisors, we don’t sell any product, we provide unbiased advice. Our advisory services and the changes that we bring through counselling would change your personal and behavioural finance habits. These changes not only lead to a prosperous and purposeful life for you and your family but also helps to develop a right approach towards life, financial as well as social and personal. We develop this right approach in you so that you can make wiser, fruitful and well-educated decisions. We teach and try to imbibe discipline in your financial behaviour. We change the way you view your life henceforth, ultimately changing the way you deal with money.