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 specialises 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 to lead a stress free life about money. He is an Engineer in Electrical and Electronics 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

  

  • Step 1: Understand your financial aspirations and risk tolerance through a personalized consultation.


  • Step 2: Receive a custom investment plan focusing on asset allocation, risk management and tax planning.


  • Step 3: Start investing and enjoy the convenience of our seamless online platform, with regular portfolio reviews and adjustments.

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