Making PMS & AIF understandable for India's serious investors.
PlanMyCashflows is an AI-powered, education-first platform that helps affluent professionals, business owners, HNIs, UHNIs and NRIs discover, compare and understand Portfolio Management Services and Alternative Investment Funds.
Alternatives are growing fast. Understanding them hasn't kept up.
India's alternative-investment ecosystem — PMS and AIF — is expanding at a remarkable pace, with new fund houses, categories and strategies launching every year. Yet for most investors these products remain opaque: scattered information, jargon-heavy factsheets, and sales pitches that start with a product rather than with you. Choosing well requires comparing across managers — something few investors have the time or the tools to do.
We believe investors deserve better: unbiased, education-first discovery across fund houses, in plain English, with clear information on structures, minimums, risks and costs before any commitment. That is what PlanMyCashflows is built to provide — clarity first, conversation second, and never any pressure.
Four principles behind everything we publish
Education-first
Plain-English explainers, guides and comparisons help you understand products before you commit. No pressure, no jargon.
Unbiased curation
We bring together strategies from multiple fund houses so you can compare on the merits — not on who's selling hardest.
Transparency
Straightforward information on structures, minimums, features and how we're compensated — so you always know where you stand.
Technology
AI-assisted tools help you discover and shortlist relevant PMS and AIF strategies faster, matched to your objectives.
What we are — and what we're not
We are
An information and distribution platform. We help you discover, compare and understand third-party PMS and AIF products from SEBI-registered managers, and our team helps you complete the process with the relevant fund house when you're ready.
We are not
A fund manager or an investment adviser. We do not manage money, run our own fund, or provide personalised investment advice. All products are managed by their respective SEBI-registered managers, and all investment decisions remain yours.
For interviews, comments, or media requests, please email press@planmycashflows.com.
Ready to explore alternatives?
Browse curated PMS and AIF strategies, or book a no-obligation call with our team.