Mr. Atmaram Bhalekar

Plan-Wel was founded with the goal of assisting our clients in every aspect of their financial lives.

At Plan-Wel we are dedicated to providing strategic investment and wealth planning solutions to our clients. To say simply, we strive to be our client’s most trusted financial advisors. Our primary focus is to provide unbiased solutions designed to achieve long term investment results.

Read More
Priti Baviskar

Our Products

Life Insurance

Life insurance is a contract between an insurance policy holder and an insurer where the insurer promises to pay a designated beneficiary a sum of money (the benefit) in exchange for a premium, upon the death of an insured person (often the policy holder).

Read More

Health Insurance

No one plans to get sick or hurt, but most people need health care at some point. Health insurance covers these costs and offers many other important benefits. Having a Mediclaim policy that protects you and your family

Read More

Mutual Fund

Mutual funds are divided into several kinds of categories, representing the kinds of securities they invest in, their investment objectives, and the type of returns they seek. Mutual funds charge annual fees (called expense ratios) and, in some cases, commissions, which can affect their overall returns.

Read More

Property Insurance

Property insurance provides financial reimbursement to the owner or renter of a structure and its contents in case there is damage or theft—and to a person other than the owner or renter if that person is injured on the property.

Read More

Business Insurance

Business insurance coverage protects businesses from losses due to events that may occur during the normal course of business. There are many types of insurance for businesses including coverage for property damage, legal liability and employee-related risks.

Read More

Bond

A bond is referred to as a fixed income instrument since bonds traditionally paid a fixed interest rate (coupon) to debt holders. Variable or floating interest rates are also now quite common.

Read More

FD

A fixed deposit (FD) is a financial instrument provided by banks or NBFCs which provides investors a higher rate of interest than a regular savings account, until the given maturity date. It may or may not require the creation of a separate account.

Read More

Concepts

child

Child Concept

child

Wealth Creation

child

Health Care

child

Retirement Planning