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Plan Money stands as a comprehensive financial services provider, offering deep expertise across Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Fixed Deposits, Life Insurance & General Insurance. Every financial solution we recommend is thoughtfully curated and aligned with our clientโs unique goals.
If you are looking for a Financial Planner/Investment Advisor, I can help you. Iโm a CERTIFIED FINANCIAL PLANNER^CM form FPSB Board, USA. I specialize in working with people who are looking to create wealth and achieve their financial goals, through coaching or consulting by using my expertise to invest wisely. I help Corporate Executives, Business Owners, Retirees build and diversify their portfolios. I will work with you to help you step-by-step identify your financial goals and create a customized financial plan by optimizing your asset allocation according to your risk profile. I have 4+ years of experience in Personal Finance and I have helped multiple families achieve their financial goals from scratch and create welath.
Mutual Fund Distributors

Established in 1992, M/s Ashish C. Mehta Investment Consultants has been a trusted guide in financial planning for the Mumbai community and beyond. Specializing in a full spectrum of investment services, from stockbroking to estate planning, the firm is dedicated to helping clients navigate the complexities of finance. With decades of experience, we provide expert advice to help you build a secure and stress-free financial future, ensuring peace of mind both before and after retirement.

Riya Associates Advisors LLP is a top-rated tax advisor and business consultancy firm based in Mumbai. With a team of 200+ professionals, including legal experts, and financial planners, we serve over 8,000 clients across India. We specialize in GST, Income Tax, company formation, and business advisory services. From startups to established businesses, we offer complete support in financial planning, tax filing, compliance, and strategic growth. Our head office is in Kalbadevi, with branches in Bhayander (Mumbai) and Bali (Rajasthan). Trust Riya Associates โ your reliable tax advisor and business growth partner.








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