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.
We at Planswell IB not only aim to sell insurance but educate every individual about the varied risks, their intensity and accordingly tailor make their Insurance Policy to suit their specific need in the most economical way.
We provide all types of Life Insurance Products, some of which are listed below
He is a veteran in General Insurance with a vast experience of over 35 years in various general insurance segments and is a retired DGM of Oriental Insurance Company Limited. He also heads the General Insurance Vertical of our Company.
He is an expert of Life Insurance with a backing of over 38 years of experience in the Insurance Industry and he retired from LIC of India as the Divisional Manager.
She is the young heart and soul of this company. She is a Chartered Accountant with almost 10 years of experience in the field of finance. She is also a Qualified Broker Person from IRDAI approved institute.
We recognizes that the penetration percentage of Insurance in India is merely 4-5%, and a key reason for the same is the lack of understanding regarding its significance in our day-to-day lives.
We aim to help people understand their vulnerabilities, probable liabilities and risks, eventually enabling them to mitigate the plausible losses in their personal and professional lives.
Our ambition is to assist people to build a shield of certainty in this world full of uncertainties.
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.