PaisaPlanner
Your Trusted Financial Partner

Your Financial Future Starts Here

Expert financial advisory services by certified mutual fund distributors. Building wealth, securing futures.

AMFI ARN-340000
SEBI Certified
₹10L ₹7.5L ₹5L ₹2.5L ₹0 Year 1 Year 3 Year 5 Year 7 Year 10 Your Wealth Journey SIP Investment → Market Growth → Financial Freedom
PaisaPlanner

Why Choose PaisaPlanner?

Building wealth through expertise, integrity, and personalized financial solutions

Trusted Advisor

Trusted Expertise

Over 5+ years of experience in financial advisory with proven track record of client success

Certified Professional

AMFI ARN-340000 registered and SEBI certified mutual fund distributor

Client-Centric

Personalized financial solutions tailored to your unique goals and risk profile

PaisaPlanner Promise

The PaisaPlanner Promise

"We don't just manage your money, we partner with you to build lasting wealth. Every recommendation is backed by thorough research, every strategy is tailored to your dreams, and every step is taken with complete transparency."

- Your Trusted Financial Partner

About PaisaPlanner

Your trusted partner in financial planning and wealth management. We are certified mutual fund distributors committed to your financial success.

Certified Mutual Fund Distributor

AMFI Registered - ARN-340000

Association of Mutual Funds in India certified distributor

SEBI Compliant

Securities and Exchange Board of India regulated

Industry Recognition

Awarded for excellence in financial advisory services

100+
Happy Clients
3+
Years Experience
24/7
Support

Live Market Updates

Stay updated with real-time market data

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SENSEX

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BANK NIFTY

45,235.60
+1.2% (+542.30)

GOLD

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PaisaPlanner Services

Our Services

PaisaPlanner Services

Comprehensive financial solutions tailored to your needs

Mutual Fund Investment

Expert guidance in selecting the right mutual funds based on your risk profile and financial goals.

  • Equity Funds
  • Debt Funds
  • Hybrid Funds
  • ELSS Funds

Retirement Planning

Secure your golden years with our comprehensive retirement planning strategies.

  • Pension Plans
  • Annuity Products
  • NPS Advisory
  • Corpus Planning

Insurance Advisory

Protect your family and assets with the right insurance coverage.

  • Life Insurance
  • Health Insurance
  • Term Plans
  • ULIP Advisory

Child Education Planning

Ensure your child's bright future with systematic education planning.

  • Education Funds
  • SIP Planning
  • Goal-based Investing
  • Tax Benefits

Tax Planning

Optimize your tax liability with smart investment strategies.

  • 80C Investments
  • LTCG Planning
  • Tax-free Bonds
  • Tax Harvesting

Wealth Management

Comprehensive wealth management for high net worth individuals.

  • Portfolio Review
  • Asset Allocation
  • Risk Management
  • Estate Planning
Client Testimonials

What Our Clients Say

Trusted by hundreds of satisfied clients

"PaisaPlanner helped me achieve my financial goals with their expert guidance. Their mutual fund recommendations have given excellent returns."

R
Rahul Sharma
Software Engineer

"Excellent service and professional advice. They made my retirement planning so much easier and stress-free."

P
Priya Patel
Business Owner

"Trustworthy and knowledgeable team. Their tax planning strategies saved me significant amount in taxes."

A
Amit Kumar
Doctor
Contact PaisaPlanner

Get In Touch

Ready to start your financial journey with PaisaPlanner?

Contact Information

Phone Number
+91-9970056608
Email Address
info@paisaplanner.com
Business Hours
Mon - Sat: 9:00 AM - 6:00 PM

Get In Touch

Choose your preferred way to connect with us for personalized financial advice.

Business Hours

Monday - Saturday: 9:00 AM - 6:00 PM

Response time: Within 2 hours during business hours