As the name suggests, the brand "Planswell" is dedicated to empowering its clients to Plan-well for their future, whether it involves securing loans, managing wealth (particularly through mutual funds and bonds), or providing insurance brokerage services.
"Planswell Insurance Brokers Private Limited" is a passion-driven project initiated by a group of Chartered Accountants committed to raising awareness about the vital role of insurance in various aspects of individuals' and entities' lives.
At Planswell IB, our mission transcends mere insurance sales. We are dedicated to enlightening every individual and entity about the intricate landscape of risks they encounter, assessing their intensity and nuances. Our ultimate aim is to meticulously tailor insurance policies to suit their unique needs, all while ensuring optimal cost-efficiency.