FREE Financial assessment

Utilise iplan's industry-leading tools and services for a comprehensive assessment of your current financial situation, at 0 charges.

360° Financial Management

Retirement planning • Child's Education • Goal to buy a house • Vacation planning • Tax saving...We handle it all.

Objective based Investment

Our objective based investment solutions make your dream 300% more likely to achieve. So get an effective custom plan built today!

Iplan's industry-leading tools & services simplify the concept of Financial Planning for one & all. We manage your financial portfolio and guide you through the best investment options based on your goal.

Call us today for a FREE personalised walkthrough our 360° Financial Advisory Tool!

How does it work?

STEP - 1

Enter your personal and number of dependents details.

01

STEP - 2

Fill in your Income details along with monthly cash-out flows

02

STEP - 3

Enter the estimated value of your assets and liabilities

03

STEP - 4

Fill in the details of insurance you held & your Financial Goals

04

STEP - 5

Fill up the Risk Questionnaire

5

Utilise our services for

Get FREE 360° analysis of your current financial situation along with custom recommendations to improve it. Contact our experts for a step-by-step guided tour of the tool.

Achievements
839
Happy
Clients
25
Years of
Experience
336
Custom
Plans
423
Tool
Users

How to use iplan?

Enter your personal and number of dependents details

STEP - 1

Enter your personal and number of dependents details

STEP - 1

Fill in your Income details along with monthly cash-out flows

STEP - 2

Fill in your Income details along with monthly cash-out flows

STEP - 2

Enter the estimated value of your assets and liabilities

STEP - 3

Enter the estimated value of your assets and liabilities

STEP - 3

Fill in the details of insurance you held & your Financial Goals

STEP - 4

Fill in the details of insurance you held & your Financial Goals

STEP - 4

Fill up the Risk Questionnaire

STEP - 5

Fill up the Risk Questionnaire

STEP - 5

Get the complete picture of your finances with a dashboard to track them...Download our App now!

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Reg. No. - 110432

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Member No. - 12201

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Get the complete picture of your finances with a dashboard to track them...Download our App now!

Our Clients

“iplan relieves our worries of cash management through investment in liquid funds, which has provided us liquidity, higher returns and flexibility”

Mr. Adil Hussain

“The association with iplan has helped in improving both my efficiencies and returns”

Mrs. Sheetal Johri

"After associating with iplan I have understood the importance of a financial planner, my long term goals are secured and life is stress free"

Mr. Vatsal Mishra

“They not only helped us in raising funds, but have also been instrumental in managing the same optimally and with great ease”

Ms Sadiya Naseem

"It was easy to invest in mutual funds because of proper guidance and smooth process. I am very satisfied"

Mr. Atul Sharma

One and Only

Team of Experts

As featured in

Our Clients

“iplan relieves our worries of cash management through investment in liquid funds, which has provided us liquidity, higher returns and flexibility”

Mr. Adil Hussain

“The association with iplan has helped in improving both my efficiencies and returns”

Mrs. Sheetal Johri

“They not only helped us in raising funds, but have also been instrumental in managing the same optimally and with great ease”

Ms Sadiya Naseem

"After associating with iplan I have understood the importance of a financial planner, my long term goals are secured and life is stress free"

Mr. Vatsal Mishra

"It was easy to invest in mutual funds because of proper guidance and smooth process. I am very satisfied"

Mr. Atul Sharma

Reach our 24 X 7
customer support at customercare@iplan.co.in

Reach our toll-free support 1800 208 4888 from Mon - Sat, 10AM - 6PM.

Feel free to contact us anytime on 6262602000 - 24x7 support.

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