Oh! Recession in the market. What to do?

There is doomsday prediction all around. If you are an investor, an employee, an entrepreneur or even a pensioner, you are seeing the impact of the so called slow down in the economy. How should you respond so that you can get through this unscathed? 

See how we can help you

Our Service Offering

You have just started off in your career and are looking at ways to park and invest your monthly surplus.

image1

 Guidance to invest in suitable products, someone who can explain the pros and cons and set up an easy way to invest and track the investments.  

You are busy and successful in your corporate life, have families with children, hobbies and hectic lifestyles, have multiple responsibilities and goals

image2

 A trustworthy advisor who can act as a one point contact to handle all matters related to your money 

Most of your life goals are met, you are looking forward to retiring sometime soon

image3

 Consolidating and improving longevity of your portfolio / generating passive income / be tax efficient and low cost and smoothly passing on assets to the next generation 

Where are You on Your Financial Journey

image4

There is Finally a Clear Path

image5

Money Stories

Money stories on video

Check out this new video on "Buy or Rent". Is renting a house really a waste of money? Is buying a house a wealth building idea? Watch this case study to make sense of this conundrum.

Subscribe to our newsletter

About Us

About Me

image6

Hello. I am Bhuvanaa Shreeram. 


I am a financial Planner (CFP CM), blogger, everyday learner, passionate teacher, a very involved mom and a few things more..


When I was younger I wanted to be a journalist. Dad thought it was a way too ambitious and unsuitable for a middle class Tambram girl to be one. So, I satisfy my cravings to shoot and report through my video blogs. Catch me on Youtube.


After 12 years in the corporate world across manufacturing and financial services, in 2016 I found my calling in helping young families, successful busy corporate executives, first generation entrepreneurs, youngsters just building their careers and those who are closer to retirement lead a life of financial freedom and prosperity.


I keep sharing what I read, do, goof up, miss and learn on my blogs and various social media platforms. Catch me on Facebook, Instagram, Twitter or LinkedIn


I read fiction more than self help, prefer hopeless romantic comedies over action movies, watch tennis more than cricket, like talking to real people over crunching numbers, believe handwork trumps talent, have parenting challenges and struggle with staying in shape. 


Now your turn.

Check Your Prosperity Index

 

Check how well you have done with your money so far.......

Contact Us

Request A Consultation

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Plan2Prosper OPC Pvt Ltd

Plan2Prosper, SB60, Highstreet Mall, Kapurbawdi, Thane West, Maharashtra, India - 400607

022-49787571 / 7977095276

image12

Our Partners

image13
image14
image15
image16
image17