Celebrating 10 Years of Wealth Creation Journey

Plan2Wealth Investments

Plan2Wealth InvestmentsPlan2Wealth InvestmentsPlan2Wealth Investments

Plan2Wealth Investments

Plan2Wealth InvestmentsPlan2Wealth InvestmentsPlan2Wealth Investments
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Plan2Wealth Investments is a proprietorship mutual fund distribution firm started in 2014 by Vijaibabu and based out of Coimbatore,Tamil Nadu . Vijaibabu is a AMFI (Association of Mutual Funds in India) Registered Mutual Fund Distributor and also Qualified Personal Finance Professional (QPFP) ®, certified by Network FP (India’s leading online knowledge platform for personal finance professionals) . He has more than 20 years of personal finance & investment experience with various investment products.  He specializes in goal based investments, children plans, retirement plans and optimizing personal tax planning for Retail, Entrepreneurial & High Networth Individual clients.


 He has answered many investment queries from readers in the Tamil personal finance magazine “Nanayam Vikatan” over the years. Vijaibabu is on a mission to enable 500 families to secure their financial well being to accomplish their financial life goals and lead a stress free life about money. He is an Engineer by qualification.  


We understand the aspirations and challenges of the modern Indian professionals. Whether you’re just starting your career, planning for a family, or setting sights on early retirement, our expertly curated mutual fund solutions are designed to propel your savings into substantial wealth.

Our Philosophy: Prudent Investing Through Strategic Asset Allocation

  

  • Asset Allocation Tailored to You: We believe in a personalized approach to asset allocation, ensuring your investments are spread across the right asset classes to match your risk profile and investment horizon.


  • Dynamic Risk Management: Our proactive risk management strategies are designed to protect your investments from market volatility, ensuring consistent performance and peace of mind 


  • Systematic Investment Plans (SIPs): We advocate for SIPs as a disciplined approach to investing, allowing you to build wealth gradually and benefit from the power of compounding.

Begin Your Investment Journey

  

  • Understand your financial aspirations and risk tolerance through a personalized consultation.


  • Receive a custom investment plan focusing on asset allocation, risk management and tax planning.


  • Start investing and enjoy the convenience of our seamless online platform, with regular portfolio reviews and adjustments.

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