Planvest
Investment Details
Investor Type
Family Office
Asset Class Focus
Fixed Income (Debt and Bonds), Private Equity, Real Estate, Venture Capital
Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
India
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Infrastructure
- Telecommunications
- Media
- Retail
- Education
- Agriculture
- Transportation
- Hospitality
- Manufacturing
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2010
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.
Requirements
- Open to accredited investors
- Preference for long-term investment horizons
- Interest in diversified portfolios across multiple asset classes
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Email Hidden]
Portfolio Companies
- ABC Technologies
- XYZ Real Estate
- HealthPlus Ventures
- GreenEnergy Solutions
- Retail Innovations
- EduTech Enterprises
- AgriGrowth Industries
- TransLogistics Corp
- MediaWave Studios
- Telecom Networks India
- Hospitality Group Ltd
- ManufactureCo
- RetailMart
- Hotel Luxe
- AgriTech Solutions
- EduWorld
- TransMove Logistics
- MediaNet
- Telecom India
- Hotel Grand
Mentioned In
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$19.95
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