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DESCRIPTION
We are Plan B Wealth, a trusted financial planner in Navi Mumbai offering ethical and transparent financial services from our Kharghar office. As certified financial planners, we specialize in goal-based wealth planning, mutual fund advisory, insurance solutions, guaranteed and fixed income plans, and diversified investment strategies tailored to your unique goals. Our financial consultants provide honest advice across traditional and alternative assets, helping individuals and businesses build, protect, and grow wealth with confidence. Experience personalized financial advisory without hidden costs. Contact us today for expert guidance.
GALLERY
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AMENITIES & SERVICE OPTIONS
Amenities and service options for this business are being updated. Contact them directly for details.
HIGHLIGHTS & FEATURES
Business Highlights
5 Rated200 verified reviews
Stock BrokersVerified category
SionMumbai
BUSINESS HOURS
MondayClosed
TuesdayClosed
WednesdayClosed
ThursdayClosed
FridayClosed
SaturdayClosed
SundayClosed
LOCATION & MAP
Mahaavir Jyoti, A-803, Plot No. 248A/249, Sector 10, Kharghar, Panvel, Maharashtra 410210
REVIEWS (200)
Write a Review5
★★★★★
200 reviews
G
Ganesh Kumar Prabhakar
Sion · 2 months ago
Good financial guidance from Karthik ji..am sure his...
Good financial guidance from Karthik ji..am sure his expertise will help in managing my finances well
K
Kamat Logistics
Sion · 2 months ago
Complete guidance given on mutual fund investing. I have...
Complete guidance given on mutual fund investing. I have started my investment journey smoothly.
J
J Jayakumar
Sion · 6 months ago
An expert in the domain of Mutual Funds, NCDs, Bonds etc,...
An expert in the domain of Mutual Funds, NCDs, Bonds etc, Karthik customises Plans for his clients, based on requirements. My experience with him so far has been excellent.
A
Arun B
Sion · 6 months ago