"You have a personal trainer to take care of your body. A family doctor to guard your health. A quality lawyer to have your back at all times. How about having a top notch financial advisor to give you the cover of clarity and confidence?"

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"You have a personal trainer to take care of your body. A family doctor to guard your health. A quality lawyer to have your back at all times. How about having a top notch financial advisor to give you the cover of clarity and confidence?"

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THE ONE MONK FOR FINANCIAL NIRVANA

Introducing Plan Monk, the personal financial advisor for High Networth Individuals (HNIs) like you. Unlike normal advisors who are only interested in your wealth, our monks have a 360 degree world view. They assess your life goals, career life cycle, current financial state, the risk factors, your family priorities, and map out strategies to achieve every one of your goals with clear action plans without spouting jargon or making overpromises. Total financial peace of mind is what we strive for. And growth at every stage in your life.

WE FIND THE ANSWERS FOR
LIFE'S BIGGEST QUESTIONS.

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How much is enough to retire?

One lump sum may not be the best way to plan for retirement. The trick lies in creating an income stream that keeps giving.

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How to make money when you're not making money?

If you make money work for you, you don't need anyhing else. We can achieve this with an income protection plan.

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How to fund your kid's education without breaking a bank?

There are only two ways: save money now and earn interest. Or borrow money when your kid hits 18 and pay interest. Which is better?

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What is the key to achieve all long term financial goals?

Wealth creation can help you with the unlocking. Which can happen only by discovering the power of compounding.

WHATEVER YOUR PROBLEM, WE HAVE A PLAN.

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Life Insurance

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Critical Illness Plan

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Education Plan

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Retirement Plan

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Savings Plan

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Guaranteed Income Plan

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Income Replacement Plan

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Investment Plan

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Passive Income Plan

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Estate Plan

THE PLAN MONK ASSURANCE

  • Priority access through out the year
  • 0% jargon 100% transparency
  • Absolute confidentiality
  • Knowledge sharing beyond insurance
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  • Consultancy for life
  • Total peace of mind
  • Hassle-free documentation
  • Seamless integration with your advisors
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THE PLAN MONK ASSURANCE

  • Priority access through out the year
  • 0% jargon 100% transparency
  • Absolute confidentiality
  • Knowledge sharing beyond insurance
  • Consultancy for life
  • Total peace of mind
  • Hassle-free documentation
  • Seamless integration with your advisors
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THE PLAN MONK ASSURANCE

  • Priority access through out the year
  • 0% jargon 100% transparency
  • Absolute confidentiality
  • Knowledge sharing beyond insurance
  • Consultancy for life
  • Total peace of mind
  • Hassle-free documentation
  • Seamless integration with your advisors
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TAP INTO OUR
WEALTH OF EXPERIENCE

Book a free 30-minute consultation
with a Plan Monk today!

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