Plan Money (TJS Financial Services LLP) has been a trusted name in financial services for over 30 years, guided by the vision of Mr. Tushar Shah and Mrs. Binita Shah. In 2003, we entered the Mutual Fund industry, marking a significant milestone in our journey. Since then, we have continually evolved to meet the dynamic and ever-changing financial needs of our clients.
Today, Plan Money stands as a comprehensive financial services provider, offering deep expertise across Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Fixed Deposits, Life Insurance & General Insurance. Every financial solution we recommend is thoughtfully curated and aligned with our client’s unique goals.
Backed by 30+ years of experience in wealth management and financial advisory.
A one-stop destination offering Mutual Funds, PMS, FDs, Insurance, and more — all under one roof.
Tailor-made investment plans designed to match your goals, risk profile, and cash-flow needs.
A committed team of professionals tracking your portfolio and providing timely updates.
A user-friendly app to monitor your investment value, transactions, and reports in real time.
Detailed tax statements and capital gains reports to simplify your filing process.
Association with leading AMCs, insurers, and financial institutions to offer the best products.
Achieve your Goals Systematically & Efficiently.
Managing investments doesn’t stop at purchase. At TJS Financial Services, we provide end-to-end post-investment support , portfolio access, transaction services, and detailed reporting, so you stay informed at all times.
Our web and mobile platforms ensure seamless tracking, anytime, anywhere.
Mutual Funds help grow wealth by diversifying investments, balancing risk, and providing long-term financial stability.
Health Insurance covers medical expenses, ensures quality treatment, offers financial security, and safeguards your family during medical emergencies.
Direct investing demands continuous learning, research, and monitoring.
Choosing the right mix of equity, debt, and other assets is critical for long-term stability.
Investment plans must evolve with life stages, goals, and market conditions.
Fear and greed often lead to costly mistakes when there is no expert guidance.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor | ARN- 271099 | Date of initial Registration: 12/06/2023 | Current validity: 11/06/2026
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