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PlanUp
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    • Home
    • About Us
      • Our Company
      • Meet the team
    • Products
      • Mutual Funds
      • Insurance
    • Services
    • Contact Us
  • Home
  • About Us
    • Our Company
    • Meet the team
  • Products
    • Mutual Funds
    • Insurance
  • Services
  • Contact Us

About Us

Our History

We attained our mutual fund distribution license back in 2005. Since then, we have been a part of the financial journey of over 840 clients, curating the most suitable investment plans for each of them. Throughout these years, right from the start, we have served our clients with complete dedication, transparency, and insightfulness.

Vision

To make wealth and financial freedom a possibility for every family we serve, through our considerate and diligent assistance. 

Mission

To make efficacy, ethics and financial knowledge the core pillars of our business, aiming towards positive impact on all our stakeholders.

Facts and figures

Currently serving over 500 active clients

Clients in India, Germany, Netherlands, Singapore, UK & US

Clients in India, Germany, Netherlands, Singapore, UK & US

Clients in India, Germany, Netherlands, Singapore, UK & US

Clients in India, Germany, Netherlands, Singapore, UK & US

Clients in India, Germany, Netherlands, Singapore, UK & US

20+ years of experience in financial advisory

Clients in India, Germany, Netherlands, Singapore, UK & US

20+ years of experience in financial advisory

Why Choose us

Good market understanding

Careful of clients' risk appetite

Good market understanding

Well experienced team

Careful of clients' risk appetite

Good market understanding

Careful of clients' risk appetite

Careful of clients' risk appetite

Careful of clients' risk appetite

Timely portfolio management

Timely portfolio management

Careful of clients' risk appetite

Secure transaction process

Timely portfolio management

Secure transaction process

Seamless client experience

Timely portfolio management

Secure transaction process

Contact Us

Drop us your queries here.

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PlanUp

Shop no. 10 (LGF), Crystal City Centre, Ratankhand Lucknow UP 226002

095111 53070

Hours

Open today

11:00 am – 06:00 pm

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