Planway Capital

Your Comprehensive Financial Solutions

Planway Capital offers a wide spectrum of financial products and services, designed to help you achieve your goals at every
stage of your financial journey. From wealth creation to wealth protection, we have you covered.

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Core products

Mutual Funds

Mutual Funds are investment vehicles that pool money from multiple investors to invest in diversified assets like stocks, bonds, and other securities.

Core products

Primary/Seocndary Bond

Primary bonds are newly issued bonds sold directly by issuers to investors, while secondary bonds are existing bonds traded between investors on the open market.

Core products

PMS Distribution

PMS Distribution ensures efficient management and seamless delivery of portfolio management services across diverse client networks.

Core products

Term Insurance

Term insurance provides financial protection to your family with a large sum assured at low premium rates for a fixed period.

High Risk

Direct Equity

Direct Equity means investing directly in company shares to gain ownership and earn returns through price appreciation and dividends.

High Risk

AIF

Alternative Investment Fund (AIF) refers to a privately pooled investment vehicle that invests in assets beyond traditional stocks and bonds.

Low Risk

Corporate FIxed Deposits

Corporate Fixed Deposits offer higher interest rates than regular savings, providing safe and stable returns for investors.

Low Risk

Non Convertible Debentures

Non-Convertible Debentures (NCDs) are fixed-income financial instruments that offer regular returns but cannot be converted into equity shares.

Low Risk

Capital Gain Bond

Capital Gain Bonds are government-backed investments that help investors save tax on long-term capital gains under Section 54EC of the Income Tax Act.

Low Risk

Will Drafting

Will Drafting helps you legally record your wishes for asset distribution, ensuring peace of mind and family security.

Low Risk

SIF

Special Investment Funds provide access to alternative, high-growth investment opportunities beyond traditional equities and mutual funds.

Low Risk

GIFT City IFSC

Investing in GIFT City IFSC provides access to global investment opportunities with tax benefits under a unified regulatory framework.

Your Financial Journey

For Wealth Creation

How Planway can maximize your income.

1. Identify Your Goals

2. Build Your Strategy

3. Adapt to Changes in Your Life

4. Implement Debt Reduction Plan

5. Personal Superannuation and Retirement Planning

6. Personal Investment Assessment and Guidelines

For Wealth Protection

How Planway can secure your assets and the future.

1. Income Protection and Personal Life Insurance

2. Risk Analysis

3. Estate Planning

4. Business Insurance and Succession Planning

5. Personal Superannuation and Retirement Planning

6. Consider tax and cash flow implications of risk insurance.

Goals that matters to you matters to us

Get personalized advice to help you reach your
goals with greater confidence.