PlanWise Services Information
Contact top employees from
PlanWise Services
Summary
PlanWise Services has been in the industry for 8 years. The company currently specializes in the Outsourcing/Offshoring area. Its headquarters is located at IN. The estimated number of employees - 9. To connect with PlanWise Services employee register on SignalHire.
Organization Website | planwiseservices.com |
Industries | |
Headquarters Location | 812, North Plaza,, Ahmedabad, Gujarat, 380005 IN |
Employees Size | 1-10 employees |
Specialties | Statement of Advice (SoA), Record of Advice (RoA), Fact Find, Product Cost Comparison, Super & Insurance Research, Online Insurance Quote, Risk Analysis, ParaPlanning, Admin, Support, Self Managed Super Fund (SMSF), Superannuation & Insurance, Debt Management, Retirement Planning, Investment Planning, Cash-Flow & Budgeting, Gearing, Testamentary Trust, Portfolio Rebalance, Centrelink, Paraplanning, Paraplanner, Outsourcing, India, Australia, Admin |
Founded | 2018 |
Employees Turnover 1 quarter 2026
Length of Employment
Employee tenure at PlanWise Services shows a diverse range of experience levels:
40% for 1–2 years40% for 3–4 years20% for 5–7 yearsContact top employees from
PlanWise Services
R
Rhea Khanna
Operations Manager
A
Abhishek Malpani
Business Development Manager
M
Mehul Sakhia
Co-Founder & Managing Partner
S
Shefali Patel
Director
H
Harshita Bansal
Assistant Manager
S
Sapna Khairnar
Au Paraplanner
A
Akash Malhotra
Senior Paraplanner
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FAQ
PlanWise Services operates in the Finance, Outsourcing industries. More details can be found on the official website: planwiseservices.com.
The headquarters of PlanWise Services are located in Ahmedabad, India.
PlanWise Services currently employs 1-10 people.
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