PlusFinance is an India-based financial advisory brand offering online guidance to individuals and families across the country. It describes itself as an AMFI-registered mutual fund distributor and an IRDAI-licensed insurance advisor, and says its financial planning service is free, with no fees or hidden charges. The company takes a goal-first approach, beginning with a client’s income, family responsibilities, commitments and priorities before discussing products.

Its services span financial planning, goal-based mutual fund and SIP investing, portfolio reviews, tax planning, health, life and motor insurance, claim assistance, loans, real estate and estate planning, including wills, nominations and succession. PlusFinance also provides a dashboard for viewing assets, investments, liabilities, insurance, goals and net worth in one place, alongside calculators and educational resources on investing, insurance and tax. Its planning process emphasizes family protection and emergency savings before wealth growth, with recommendations tailored to goals and risk comfort, followed by ongoing reviews.

Founded by Akshay Bhatt, PlusFinance presents itself as a long-term financial partner for clients seeking a coordinated view of their financial decisions