Help Growing Wealth
Finance Focus
Listen to what you want for your future, then together we create a plan to help you get there
Tax & GST • Estate planning and Legal services • Risk & Insurance • Investments • Loans • Concierge
Compliance to compounding — your end-to-end partner.
We plan first, then file. Proactive deductions, capital-gain optimizations, and error-free returns.
Health, Term & Critical Illness, MWPA for women, and Professional Indemnity for doctors & professionals.
Mutual Funds, Bonds, Equity, ETFs, e-Gold, and where suitable, Alternatives (PE/AIF) & Real Estate.
Will, Trust, Gift and asset nominations—all documented.
Home loans, SME/MSME finance, micro finance; refinance comparisons and debt reduction plans.
Itinerary planning, forex coordination, secure documentation flow, and quick bookings.
At PlanMyInvestment, we empower you to make smart financial decisions that drive your grow. Our team of experts help you plan, invest, and manage your wealth strategically—so your wealth can grow with confidence and stability.
Entrepreneurs • Executives • Professionals/Freelancers • NRI • Women Investors • SMEs/MSMEs
We sync GST, income tax, insurance and investments to increase profitability and reduce leakages.
Salary structuring, retirement corpus, ESOP/RSU taxation, and stress-free compliance.
Buffers, protections, and retirement plans that work with variable cash-flows.
NRE/NRO setup, India investments, and tax co-ordination across borders.
MWPA awareness, asset protection, and long-term wealth plans aligned to life goals.
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Advocate
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Wealth Manager,MBA-Finance
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Chartered Accountant
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Risk & Protection
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Women Investor Initiative
We help clients understand money so they actively participate in wealth creation—not just guard it.
Disciplined allocation + rebalancing + tax efficiency → better outcomes than chasing trends.
| When | Compliance | We Do |
|---|---|---|
| Monthly | GST Returns | Prepare, review, file & reminders |
| Quarterly | Advance Tax | Estimate & optimize |
| FY End | ITR & Financial Review | Audit docs & file |
We started to give clients everything under one roof—Taxation, Legal & Estate, Insurance, Investments, Loans, and Concierge—so they don’t run between multiple agents and consultants.
Our specialized team includes Wealth Managers, Chartered Accountants, Lawyers, Tax Consultants (Income Tax & GST), Certified Financial Planners, and Real-Estate advisors. Our IT platform tracks wealth, risk, insurance, and taxes so you see the whole picture clearly.
PlanMyInvestment • Laban, Shillong 793004 • Phone/WhatsApp: 7002591979
