As the name suggests, “Planswell” as a brand seeks to facilitate all its clients to Plan-Well for their future, be it in the form of Loan Financing, Wealth Management (exclusively in Mutual Funds & Bonds) or Insurance Broking.
Planswell Insurance Brokers Private Limited is a passion project incorporated by a group of Chartered Accountants determined to spread awareness about the importance of Insurance in different segments of life of different individuals/entities.
We at Planswell IB not only aim to sell insurance but educate every individual/entity about the varied risks, their intensity and accordingly tailor make their Insurance Policy to suit their specific need in the most economical way.
In today’s fast paced lives that we live and, in a race, to excel in everything, we forget one of the most important.
Life insurance is a way to leave money behind for the people who depend on you for financial support: partners, children, and even parents.
Motor insurance policy is mandatory for vehicle owners as per Indian Motor Vehicles Act 1988.
Our ambition is to assist people to build a shield of certainty in this world full of uncertainties.
They pointed to our brands that made them happy every time, time after time.
I am the helping hand who stands with sincierty and integrity for my clients.
The combination of valuable attributes embodied in us so as to produce economic value.
The miracle isn’t that we finished, rather we do with confidence and agility.
As the name suggests, “Planswell” as a brand seeks to facilitate all its clients to Plan-Well for their future, be it in the form of Loan Financing, Wealth Management (exclusively in Mutual Funds & Bonds) or Insurance Broking.