Planvest
Overview
Planvest is a premier multi-family office based in Bangalore, India, specializing in comprehensive wealth management services for discerning clients. Their offerings include bespoke financial planning, asset allocation, insurance planning, liquidity management, tax planning, and estate and succession planning. These services are designed to align with clients' long-term goals and effectively manage resources for optimal outcomes. The firm's investment strategy focuses on a diversified portfolio encompassing fixed income, private equity, real estate, and venture capital. They cater to various stages of investment, from seed funding to pre-IPO and buyouts, ensuring a tailored approach to meet the unique needs of each client. Their geographical focus is primarily within India, reflecting a deep understanding of the local market dynamics. Planvest's philosophy centers on personalized service, aiming to provide clients with a holistic view of their financial landscape. By integrating various aspects of wealth management, they strive to deliver strategies that maximize returns while managing risks effectively. Their commitment to client-centric solutions has established them as a trusted partner in the wealth management sector in Bangalore.
Investment Focus
- Open to accredited investors
- Preference for long-term investment horizons
- Interest in diversified portfolios across multiple asset classes
Portfolio Companies
Reach Planvest directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Planvest
What sectors does Planvest invest in?
Planvest invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Bengaluru South, India. Planvest is listed as a family office in the ConnectSafely investor database.
What stage does Planvest invest at?
Planvest backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Planvest invest in?
Planvest invests across India.
Who are the partners at Planvest?
Team members listed for Planvest include Sukriti Singh (Co-Founder).
What companies has Planvest invested in?
Planvest's portfolio includes AgriTech Solutions, GreenEnergy Solutions, EduTech Enterprises, ABC Technologies, MediaWave Studios, TransMove Logistics, XYZ Real Estate and HealthPlus Ventures.
How do I contact Planvest?
Planvest's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
