Special welcome gift. Get 20% off on your first course with code “PLANB20”. Find out more!

HomeAbout Us

Education that Grows Your Wealth!

PlanB Financials is a self-funded investment initiative, leveraging our own capital to invest across various financial markets and teach passionate investors along the way. We do not offer investment tips, solicit any funds, or make unrealistic promises.

The purpose of this Blog is to offer tailored investment education to empower individuals help develop their own investment strategies.

Driven by Math, Logic, and Method, we employ strict Value and Deep Value Investing strategies to empower our clients to identify undervalued stocks and financial assets in both the Indian and US markets.

PlanB® Financials is a registered MSME under the Ministry of Micro, Small, and Medium Enterprises, Government of India.

We just keep growing

In just five years, the PlanB community has emerged as a driving force, empowering countless proprietary and DIY investors with right support and motivation.

3422
Overseas Visitors
2485
Students to Date
11512
Lessons Completed
210
Blog Articles

What makes us special ?

At PlanB Financials, we believe in investing with purpose and knowledge. Unlike many, we don't peddle quick-rich schemes or make unrealistic promises. Our approach is grounded in solid fundamentals and a deep respect for the wisdom of investing legends.

We offer a unique blend of education and community. Our free blog articles are designed to spark critical thinking and challenge conventional wisdom. Our curated courses on the other hand provide a structured path to investment success, tailored to your needs and experience level.

about us new 1

Who are we ?

PlanB® Financials empowers passionate investors in their investment journey. We provide knowledge, tools, and support for financial success. Together, we discover investment opportunities and shape our financial futures.
about us new 2

What we do ?

We challenge conventional finance, finding undervalued gems in India and the US. Our focus is on long-term value, not short-term gains. This proprietary investing community offers a safe platform for learning, sharing, and growth.
about us new 3

How it works ?

This project offers a unique investment approach. Our supportive community encourages learning, sharing, and strategy discussions. Our educational content covers a wide range of topics, from fundamentals to portfolio management.
planb financials proprietary Investing platform

Transparency is our cornerstone. We believe in open communication and sharing our knowledge freely. Our goal is to empower you to make sensible decisions, not to create dependency. Join us on this journey to financial empowerment.

- PlanB Financials

We facilitate networking among passionate investors

We connect our community members with successful, practical, and experienced investors through mentorship and webinars. Seeking a mentor or wanting to make a difference? Let us help you connect.