planners4u

To grow and sustain your wealth, we help you design right portfolio

We make sure that you take adequate life and health cover to protect you and your family

WE DISTRIBUTE ALL FINANCIAL PRODUCTS, IN LINE WITH YOUR RISK PROFILE

WE ARE PLANNERS INVESTMENT CONSULTANTS

We took up this mission of educating people for their investments to make them financially sound and happy.

Today after lots of struggle, we have more than 1000+ families, who will vouch for us.

We, at Planners, believe in the financial security of all our clients.

The journey which began about 11 years back is today catering to more than 1000+ families.

We work closely with the families to satisfy their dreams and goals for a more financially secure present & future.

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Our Services

Investment portfolio

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation

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Tax Fundamentals

Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws

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Mutual Fund

A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other securities. Mutual funds give small or individual investors access

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Insurance Portfolio

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. We work with you to identify your risks

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Life Insurance

Life insurance is a contract between an insurance policy holder and an insurer, where the insurer promises to pay a designated beneficiary a sum of money

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Estate Planning

Why should we make a Will? We all are busy in creating wealth – for our consumption, to buy assets like real estate, car, electronic ,gadgets etc, to achieve financial goals

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FINANCIAL CALCULATORS




online mutual fund investment platform

Secure your future through systematic investment

Secure your future through systematic investment

KNOWLEDGE AND LEARNING

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OUR HAPPY CLIENTS

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NANDITA KARTHIK & KARTHIK LAKSHMINARAYAN

Planners4U has been our financial consultant for more than 15 years and we have found them to be extremely & purely professional, committed beyond all measures and critically puts Clients interest before their own. This has given us the financial security that we require over all these formative years of ours and helped develop a strong and well balanced portfolio....We wish them the very best always and advise all to follow their recommendations.

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UMESH S BHARADWAJ

Kannan (R.S. Krishnan) is the first person I met in this field who truly keeps customers welfare far above personal gains. He has at times recommended investment in portfolios where his gains are nil and efforts large, but which has benefitted me in the long run. He is always cheerful even when disturbed at odd hours for trivial matters which makes you very comfortable. He mixes well with everyone and has become our family member. He has helped grow my net worth by balanced by portfolio and encouraging me to venture in new areas which eventually have proven fruitful. I wish him good luck in all his future endeavors.

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JACOB E. ABRAHAM

I have been a client of M/s. Planners Investment Consultant, serviced by Krishnan & Veena since well over a decade. I have found their services to be of highest quality, focusing on “total customer care” i.e. spontaneous in responses exceeding expectations. Their integrity & honesty are beyond comprehension. I have no hesitation in recommending their services to prospective clients from any field with assurance that… their names will soon be your household name. To them, “we matter”.

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SRIVATSAN B. RAJAN

CA

Hi Veena and Kannan, You are more of a family and your advice is such a great thing to have.
I am honored to have you both as a friend philosopher and guide. Thanks for all the help and advice, Wishing you all the best in all your endeavors Thanks and lots of regards

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SATISH SUGAVANAM

Dear Kannan & Veena,
It is indeed a blessing in disguise to meet both of you. Your pure passion to work with Customers and convince them to start thinking on investing, who have never invested before is phenomenal.
Your overarching umbrella filled with suggestions and no mutual fund can go in a loss with your oversight on our portfolio to ensure even with the market fluctuations our losses are minimized.
Thank you both for all your help, I only wish I had met you earlier in life, but there is also another saying which says, better late than never
Thank you

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RAGHAVENDRA GOTHE

It is well said money saved is money earned with proper advisor and that is what you are planners . A very good advisor with proper safeguard the invesment earnings to customers is what has made confidence with you to be associated . Will be always with you and all the best for whatever you do for the investors .

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