Company Profile
Where Experience Meets Integrity
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.
With a legacy built on trust, expertise, and personalised service, Plan Money has become synonymous with excellence in financial planning. As we celebrate more than three decades of service, we remain dedicated to empowering our clients to navigate the complexities of the financial world with clarity and confidence.
Because today, investors don’t suffer from a lack of options, they suffer from too many.
What used to be a choice between a few schemes and a handful of fund houses is now an entire universe of products.
More choice doesn’t always mean better decisions.
That’s where we come in.
We simplify the noise. We curate the right options. We guide with clarity.
That’s why families choose us, not for products, not for returns, but for clarity, curation and long-term confidence.
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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