Trusted Since 1999 — IRDAI Licensed

Your Financial
Future,
Secured.

India's most trusted partner for insurance, loans & wealth management. Transparent advice, zero commissions, 25+ years of financial expertise.

Get Free Quote → ▶ Watch How It Works
₹4.2Cr
Claims Settled
50K+
Happy Clients
25yrs
Experience
Investment Portfolio
₹12.8L
↑ +18.4% this year
⚡
Monthly EMI
₹8,400
✓ Auto-pay on
📊
SIP Active
₹15,000
↑ 3 funds running
Life Cover Active
₹1 Crore
Term Plan · 30 years
🛡️
₹892/mo
NIFTY 5022,513.70▲ +0.84%
SENSEX74,227.63▲ +0.91%
USD/INR83.42▼ −0.12%
GOLD (MCX)₹72,450▲ +1.2%
REPO RATE6.50%— RBI
NIFTY BANK48,102.40▲ +1.14%
10Y G-SEC7.18%▼ −0.02%
NIFTY 5022,513.70▲ +0.84%
SENSEX74,227.63▲ +0.91%
USD/INR83.42▼ −0.12%
GOLD (MCX)₹72,450▲ +1.2%
REPO RATE6.50%— RBI
NIFTY BANK48,102.40▲ +1.14%
10Y G-SEC7.18%▼ −0.02%
What We Offer

Comprehensive Financial
Protection Under One Roof

01
🛡️
Life Insurance

Secure your family's future with term plans starting ₹500/month. Coverage up to ₹5 crore with instant online issuance.

Explore Plans →
02
💊
Health Insurance

Cashless treatment at 10,000+ hospitals. Individual, family floater & senior citizen plans with zero co-payment.

Explore Plans →
03
🚗
Motor Insurance

Comprehensive & third-party covers for cars, bikes & commercial vehicles. Instant policy, 24/7 roadside assistance.

Explore Plans →
04
💰
Personal Loan

Loans from ₹50,000 to ₹40 lakh at rates starting 10.5% p.a. Minimal documentation, disbursal in 24 hours.

Apply Now →
05
🏢
Business Loan

Fund your growth with collateral-free business loans up to ₹5 crore. Flexible tenure, doorstep service for SMEs.

Apply Now →
06
📈
Wealth Management

Goal-based investment planning with mutual funds, SIPs & bonds. AI-driven portfolio rebalancing for optimal returns.

Start Investing →
50K+
Clients Protected
₹4.2Cr
Claims Settled
98%
Claim Settlement Ratio
25yrs
Trusted Experience
25
Years of Trust
🛡️Protection
📊Analytics
⚡Instant
🤝Support
Why Choose Plank-Wise

Finance Made
Simple & Secure

We don't just sell policies — we build long-term financial security plans tailored to every stage of your life.

🎯
Zero-Commission Advice
Our advisors earn no commissions. You get unbiased, conflict-free financial guidance focused solely on your goals.
⚡
Digital-First Experience
Buy, manage & claim policies 100% online. AI-powered onboarding takes under 10 minutes from quote to coverage.
🤝
Dedicated Relationship Manager
Each client gets a personal advisor available via WhatsApp, call or video — available 6 days a week.
📋
IRDAI Licensed & Compliant
Fully regulated by IRDAI. All products are RBI compliant. Your data and money are protected by law.
Pricing

Choose Your Coverage Plan

All plans include IRDAI-certified advisors, digital onboarding, and 24/7 claim support.

Essential
₹499/mo
For individuals starting their financial protection journey.
  • ₹50L Term Life Cover
  • ₹3L Health Cover
  • Basic Motor Insurance
  • Digital Policy Management
  • Dedicated Advisor
  • Investment Planning
Get Started
Premium
₹1,299/mo
For families seeking comprehensive protection and wealth growth.
  • ₹1Cr Term Life Cover
  • ₹10L Family Health Floater
  • Comprehensive Motor
  • Digital Policy Management
  • Dedicated Advisor
  • SIP Investment Planning
Get Started →
Elite
₹3,499/mo
For HNIs needing bespoke wealth protection strategies.
  • ₹5Cr Term Life Cover
  • ₹50L Global Health Cover
  • Fleet Motor Insurance
  • Priority Claims Desk
  • Senior Wealth Manager
  • Portfolio Management
Get Started
Tools

EMI Calculator

Plan your loan repayments with precision. Adjust the sliders to see live EMI breakdown.

Monthly EMI
₹21,494
Principal Amount₹10,00,000
Total Interest₹2,89,640
Total Payment₹12,89,640
Apply for this Loan →
78%
Principal
Principal
Interest
Quick Loan Options
Home Loanfrom 8.40% p.a.
Personal Loanfrom 10.5% p.a.
Business Loanfrom 12.0% p.a.
Car Loanfrom 9.25% p.a.
Client Stories

What Our Clients Say

"
★★★★★

Plank-Wise's advisor helped me choose the right term plan after comparing 12 different insurers. The claim was settled within 5 days when my father passed — truly stress-free.

R
Rahul Mehta
IT Manager, Pune
"
★★★★★

I got a ₹40L business loan approved in 48 hours with minimal paperwork. The interest rate was lower than my bank offered. Plank-Wise saved my expansion plans.

P
Priya Sharma
SME Owner, Mumbai
"
★★★★★

Their family health plan covered my daughter's surgery at a top Bengaluru hospital. Zero out-of-pocket. The cashless process was seamless and the support team exceptional.

A
Arvind Nair
Retired Engineer, Bengaluru
"
★★★★★

The SIP portfolio they built for me has grown 22% in 3 years. My dedicated advisor reviews it every quarter and rebalances proactively. Absolute professionals.

S
Sneha Joshi
Doctor, Delhi
Our Experts

Meet Your Advisors

Vikram Desai
Vikram Desai
Chief Financial Advisor
25 years in wealth & insurance management helping families build secure long-term financial futures successfully nationwide today.
Meera Pillai
Meera Pillai
Insurance Specialist
IRDAI-certified advisor with expertise in health, life, and corporate insurance solutions across India nationwide.
Arjun Mehta
Arjun Mehta
Tax Consultant
Expert in income tax, GST & compliance with 12+ years experience helping businesses optimize taxes.
Pooja Sharma
Pooja Sharma
Relationship Manager
Dedicated client success manager ensuring smooth onboarding, support, and long-term financial guidance.
Get In Touch

Book a Free Consultation

Talk to a certified advisor at no cost. No sales pitch — just honest, data-driven financial guidance.

📍
Head Office
1st Floor, Sharda Complex, Bhawanipatna - Balangir Hwy, near KTM Showroom, Parmanandapur, Odisha 766001
📞
Call Us
+91 98765 43210
📧
Email
hello@plankwise.world
💬
WhatsApp
+91 98765 43210 (Mon–Sat, 9–6)
🏆 IRDAI Licensed Broker
Registration No. IRDA/DB 123/2003 · Member of FICCI · ISO 9001:2015 Certified
🔒 Your data is safe. We never share personal information.