Investment & Wealth Management
Strategic capital allocation aligned with your life goals
We design and manage customised investment strategies across equity, debt, alternatives, and global assets—ensuring your portfolio is aligned with your risk profile, return expectations, and evolving financial goals.
Investment & Wealth Management
Strategic capital allocation aligned with your life goals
We design and manage customised investment strategies across equity, debt, alternatives, and global assets—ensuring your portfolio is aligned with your risk profile, return expectations, and evolving financial goals.
How I Work
Our Guiding Principle with Advice that only answers to you
Sai Prasanth Nomula is the Founder of Planvest Multi Family Office, focused on helping business families and high-net-worth individuals manage, protect, and grow their wealth across generations. His experience spans wealth management, investments, financial planning, capital raising, and strategic financial advisory. He takes a holistic approach to family wealth, bringing together investments, liquidity, risk management, business interests, and long-term financial objectives. At Planvest, his vision is to provide families with an independent and integrated platform that brings clarity to complex financial decisions, preserves wealth, and creates opportunities for sustainable growth. His philosophy is centered on stewardship, strategic thinking, and building enduring legacies.
How I Work
Our Guiding Principle with Advice that only answers to you
Sai Prasanth Nomula is the Founder of Planvest Multi Family Office, focused on helping business families and high-net-worth individuals manage, protect, and grow their wealth across generations. His experience spans wealth management, investments, financial planning, capital raising, and strategic financial advisory. He takes a holistic approach to family wealth, bringing together investments, liquidity, risk management, business interests, and long-term financial objectives. At Planvest, his vision is to provide families with an independent and integrated platform that brings clarity to complex financial decisions, preserves wealth, and creates opportunities for sustainable growth. His philosophy is centered on stewardship, strategic thinking, and building enduring legacies.
How I Work
Our Guiding Principle with Advice that only answers to you
Sai Prasanth Nomula is the Founder of Planvest Multi Family Office, focused on helping business families and high-net-worth individuals manage, protect, and grow their wealth across generations. His experience spans wealth management, investments, financial planning, capital raising, and strategic financial advisory. He takes a holistic approach to family wealth, bringing together investments, liquidity, risk management, business interests, and long-term financial objectives. At Planvest, his vision is to provide families with an independent and integrated platform that brings clarity to complex financial decisions, preserves wealth, and creates opportunities for sustainable growth. His philosophy is centered on stewardship, strategic thinking, and building enduring legacies.
By the numbers
A practice built quietly, proven consistently over time.
Behind every number here is a family that sleeps better at night, a founder who finally has a clear picture, and a retiree who knows exactly where they stand. This is what fifteen years of independent advice looks like.
By the numbers
A practice built quietly, proven consistently over time.
Behind every number here is a family that sleeps better at night, a founder who finally has a clear picture, and a retiree who knows exactly where they stand. This is what fifteen years of independent advice looks like.
15+
Combined Years of experience
15+
Combined Years of experience
15+
Combined Years of experience
21
Families Served
21
Families Served
21
Families Served
150 Cr +
Asset under Management
150 Cr +
Asset under Management
150 Cr +
Asset under Management
98%
Client Retention
98%
Client Retention
98%
Client Retention
What I can help you with
Comprehensive advice across your full financial picture.
Your financial life does not exist in separate compartments. Your investments affect your taxes. Your taxes affect your estate. Your estate affects your family. I look at everything together, because that is the only way to give you advice that actually works.
What I can help you with
Comprehensive advice across your full financial picture.
Your financial life does not exist in separate compartments. Your investments affect your taxes. Your taxes affect your estate. Your estate affects your family. I look at everything together, because that is the only way to give you advice that actually works.
🔗
Family Office Structuring
• Family office setup and structuring (domestic & global) • Governance frameworks and family charters Consolidated reporting and performance tracking Investment oversight and manager selection Succession alignment and intergenerational planning
🔗
Family Office Structuring
• Family office setup and structuring (domestic & global) • Governance frameworks and family charters Consolidated reporting and performance tracking Investment oversight and manager selection Succession alignment and intergenerational planning
🛡️
Insurance Planning & Risk Management
Protecting what you’ve built We develop comprehensive risk management strategies to safeguard your wealth, income, and family against unforeseen events through carefully selected insurance solutions.
🛡️
Insurance Planning & Risk Management
Protecting what you’ve built We develop comprehensive risk management strategies to safeguard your wealth, income, and family against unforeseen events through carefully selected insurance solutions.
💸
Tax Planning & Management
Efficient wealth structuring with full compliance We implement advanced tax strategies to minimise liabilities, optimise deductions, and enhance post-tax returns while ensuring adherence to regulatory frameworks.
💸
Tax Planning & Management
Efficient wealth structuring with full compliance We implement advanced tax strategies to minimise liabilities, optimise deductions, and enhance post-tax returns while ensuring adherence to regulatory frameworks.
🏢
Real Estate Advisory
Strategic real estate solutions aligned with your wealth goals We provide end-to-end advisory across residential, commercial, and alternative real estate investments—ensuring informed decision-making and optimal value creation. Our services include: Investment strategy & asset selection Due diligence & legal coordination Deal structuring & negotiation Portfolio diversification through real assets Exit planning & yield optimisation
🏢
Real Estate Advisory
Strategic real estate solutions aligned with your wealth goals We provide end-to-end advisory across residential, commercial, and alternative real estate investments—ensuring informed decision-making and optimal value creation. Our services include: Investment strategy & asset selection Due diligence & legal coordination Deal structuring & negotiation Portfolio diversification through real assets Exit planning & yield optimisation
🏠
Estate & Succession Planning
Ensuring continuity across generations We help structure your estate for seamless wealth transfer, minimise disputes, and enable smooth leadership transitions—preserving your legacy for future generations.
🏠
Estate & Succession Planning
Ensuring continuity across generations We help structure your estate for seamless wealth transfer, minimise disputes, and enable smooth leadership transitions—preserving your legacy for future generations.
🤝
Deals & Strategic Partnerships
Access to exclusive opportunities and capital solutions We assist businesses and families in raising capital and executing strategic transactions, including: • Equity & Debt • Fundraising • Mergers & Acquisitions • Strategic Partnerships Our approach focuses on: Right partner identification Fair valuation Due diligence management Seamless execution
🤝
Deals & Strategic Partnerships
Access to exclusive opportunities and capital solutions We assist businesses and families in raising capital and executing strategic transactions, including: • Equity & Debt • Fundraising • Mergers & Acquisitions • Strategic Partnerships Our approach focuses on: Right partner identification Fair valuation Due diligence management Seamless execution
How we get started
Four steps to finally seeing your financial future clearly.
No lengthy onboarding. No complicated paperwork before we've even spoken. Just four straightforward steps from a first conversation to a plan that's entirely yours.
How we get started
Four steps to finally seeing your financial future clearly.
No lengthy onboarding. No complicated paperwork before we've even spoken. Just four straightforward steps from a first conversation to a plan that's entirely yours.
01
Discovery Call
A 30-minute call to understand your situation and whether we're a good fit.
01
Discovery Call
A 30-minute call to understand your situation and whether we're a good fit.
02
Financial Assessment
A thorough review of your assets, liabilities, tax situation, and estate structure.
02
Financial Assessment
A thorough review of your assets, liabilities, tax situation, and estate structure.
03
Your Wealth Plan
A written strategy covering investments, tax efficiency, and long-term goals.
03
Your Wealth Plan
A written strategy covering investments, tax efficiency, and long-term goals.
04
Ongoing Partnership
Regular reviews, proactive adjustments, and a direct line to me, not a call center.
04
Ongoing Partnership
Regular reviews, proactive adjustments, and a direct line to me, not a call center.
30-minute introductory call. No obligation. No sales pitch.
Client perspectives
What my clients say.
Client perspectives
What my clients say.
"We are incredibly grateful for Prasanth’s help. He is highly knowledgeable, deeply attentive, and approaches every financial matter with a calm and reassuring demeanor. No matter the challenge, he goes above and beyond to make sure things are resolved smoothly and promptly. Wishing Prasanth and his company nothing but the absolute best!"
Sudeshna Ghosh Alliance Sales Specialist @ Deloitte
"We are incredibly grateful for Prasanth’s help. He is highly knowledgeable, deeply attentive, and approaches every financial matter with a calm and reassuring demeanor. No matter the challenge, he goes above and beyond to make sure things are resolved smoothly and promptly. Wishing Prasanth and his company nothing but the absolute best!"
Sudeshna Ghosh Alliance Sales Specialist @ Deloitte
"Setting up a business can be overwhelming, particularly when it comes to navigating the legal, regulatory, and financial formalities. Planvest made the entire process remarkably simple for us while setting up our business. Their team guided us through and took care of all the legal and statutory formalities required to set up our business, ensuring that everything was completed correctly and efficiently. From business registration and documentation to the financial and compliance requirements, they handled the details with great professionalism and attention to detail. What we particularly appreciated was their end-to-end approach. They understood what we needed as a new business and helped put the right foundations in place. Their expertise, responsiveness, and willingness to patiently explain every step gave us complete confidence throughout the process. We are extremely happy with the support we received and would highly recommend Planvest to anyone looking for a reliable partner to help establish and structure their business. They truly made what could have been a complicated process feel seamless and stress-free."
Haima Haldar Founder,Homa Atelier
Choosing Planvest has been one of the best financial decisions I’ve ever made. Before working with them, managing my long-term financial strategy felt chaotic. The team at Planvest completely changed that by bringing an incredible level of clarity and sanity to my entire financial landscape. They didn’t just stop at standard investment management—which they handle flawlessly. They looked at my situation holistically and executed complex, highly effective tax optimization strategies. Thanks to their expert guidance, they seamlessly enabled the creation of my LLP for my startup and structured a Hindu Undivided Family (HUF) entity to maximize my tax efficiency. Having a single, trusted partner coordinate everything from entity structuring to daily portfolio management has given me immense peace of mind. If you are looking for a wealth management service that offers deep strategic expertise and true financial organization, I cannot recommend Planvest highly enough.
Amit Agrawal, Senior Principal Sale, Marvell Technology
"Setting up a business can be overwhelming, particularly when it comes to navigating the legal, regulatory, and financial formalities. Planvest made the entire process remarkably simple for us while setting up our business. Their team guided us through and took care of all the legal and statutory formalities required to set up our business, ensuring that everything was completed correctly and efficiently. From business registration and documentation to the financial and compliance requirements, they handled the details with great professionalism and attention to detail. What we particularly appreciated was their end-to-end approach. They understood what we needed as a new business and helped put the right foundations in place. Their expertise, responsiveness, and willingness to patiently explain every step gave us complete confidence throughout the process. We are extremely happy with the support we received and would highly recommend Planvest to anyone looking for a reliable partner to help establish and structure their business. They truly made what could have been a complicated process feel seamless and stress-free."
Haima Haldar Founder,Homa Atelier
Choosing Planvest has been one of the best financial decisions I’ve ever made. Before working with them, managing my long-term financial strategy felt chaotic. The team at Planvest completely changed that by bringing an incredible level of clarity and sanity to my entire financial landscape. They didn’t just stop at standard investment management—which they handle flawlessly. They looked at my situation holistically and executed complex, highly effective tax optimization strategies. Thanks to their expert guidance, they seamlessly enabled the creation of my LLP for my startup and structured a Hindu Undivided Family (HUF) entity to maximize my tax efficiency. Having a single, trusted partner coordinate everything from entity structuring to daily portfolio management has given me immense peace of mind. If you are looking for a wealth management service that offers deep strategic expertise and true financial organization, I cannot recommend Planvest highly enough.
Amit Agrawal, Senior Principal Sale, Marvell Technology
You already know something needs to change
At Planvest, We go beyond managing Wealth - We build, protect and transition it across generations.
If you're ready for advice that's clear, independent, and built entirely around your life, let's talk.
30-minute introductory call. No obligation. No sales pitch.
You already know something needs to change
At Planvest, We go beyond managing Wealth - We build, protect and transition it across generations.
If you're ready for advice that's clear, independent, and built entirely around your life, let's talk.
30-minute introductory call. No obligation. No sales pitch.
Common questions
The questions most people ask before reaching out.
Most people have the same questions before they reach out. How does this work? How are you paid? Is this even for someone like me? These are exactly the right questions, and I would rather answer them here than have them stop you from reaching out.
Common questions
The questions most people ask before reaching out.
Most people have the same questions before they reach out. How does this work? How are you paid? Is this even for someone like me? These are exactly the right questions, and I would rather answer them here than have them stop you from reaching out.
Who do we typically work with?
We work with business families, high-net-worth individuals (HNIs), entrepreneurs, professionals, and inheritors who seek a trusted partner to manage their wealth and investments. We serve clients across India and globally by helping them access suitable investment solutions.
What makes our investment approach different from other wealth managers?
At Planvest, we follow an open-architecture approach that prioritizes transparency, flexibility, and independence. We are not tied to any specific Asset Management Company (AMC) or financial product. Instead, we facilitate access to investment solutions across Mutual Funds, PMS, AIFs, fixed income products, insurance, and other financial solutions based on each investor's financial goals and requirements.
I already manage my own investments. Why should I consider Planvest?
Many of our clients are experienced investors. Planvest complements your investment journey by bringing structure, portfolio consolidation, reporting, and access to a wide range of investment solutions. Our objective is to support your decision-making by sharing product information, market updates, and suitable investment suggestions.
What is the minimum investment required to get started?
At Planvest, we believe quality wealth management and investment guidance should be accessible. We do not impose a minimum investment amount to begin a relationship with us. However, certain investment products such as PMS, AIFs, or private market opportunities may have regulatory minimum investment requirements prescribed by the respective product providers.
How is this different from working with my current advisor?
Most people who come to me have an advisor at a large bank or brokerage firm who manages their investments and little else. What I offer is genuinely different. I look at your entire financial picture including investments, tax, estate planning, and cash flow together as one connected system. I work with a small number of clients by design so every relationship gets the attention it deserves. And because I am fee-only and fiduciary there is nothing I am trying to sell you.
Once we begin, how can I track and review my portfolio?
We provide a technology-enabled portfolio reporting platform that offers consolidated portfolio tracking, performance analytics, asset allocation, and investment reports. Regular portfolio reviews and detailed reporting help you monitor your investments.
Do I need to pay fees for investment suggestions?
For Mutual Fund distribution, we generally do not charge clients separately, as we receive distribution commissions from the respective Asset Management Companies (AMCs), wherever applicable.
For certain specialized services such as Multi Family Office services, portfolio reporting, succession planning coordination, legal coordination, or other professional engagements, separate service fees may apply depending on the scope of services. Any such fees, where applicable, will always be communicated transparently before the engagement.
Do I need to transfer money to Planvest's bank account?
No. You do not transfer your investment amount to Planvest.
For Mutual Funds, investments are processed through BSE StAR MF and NSE NMF, where payments are made directly to the respective Asset Management Companies (AMCs).
For Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs), investment amounts are transferred directly to the respective fund manager or fund account through RTGS, NEFT, or other approved banking channels.
Planvest never receives or holds your investment funds.
Is my money held by Planvest?
No. Your investments always remain with the respective Asset Management Companies (AMCs), Portfolio Management Service (PMS) providers, Alternative Investment Funds (AIFs), insurers, or other regulated financial institutions. Planvest facilitates access to these investment products but does not custody or hold client funds.
How do you identify suitable investment solutions?
We follow an independent and structured process while identifying suitable investment solutions. We consider factors such as your financial objectives, investment horizon, risk profile, liquidity requirements, and product suitability before sharing investment suggestions.
What services does Planvest offer?
Planvest offers a comprehensive range of wealth management and Multi Family Office services, including:
Mutual Funds
Portfolio Management Services (PMS)
Alternative Investment Funds (AIFs)
Fixed Income Products
Bonds
Insurance Solutions
Portfolio Consolidation and Reporting
Succession Planning Coordination
Estate Planning Coordination
Legal Coordination
Tax Planning Coordination
Multi Family Office Services
Can you review my existing portfolio?
Yes. We can review your existing investments, identify overlaps, assess portfolio diversification, and share suitable investment suggestions. There is no requirement to transfer your existing investments to Planvest.
How often will my portfolio be reviewed?
Your portfolio is monitored regularly, with formal review meetings conducted periodically or whenever there are significant market developments or changes in your investment objectives.
Is my personal and financial information secure?
Yes. Protecting your personal and financial information is one of our highest priorities. We maintain strict confidentiality standards and implement appropriate security measures to safeguard your information.
Can NRIs invest through Planvest?
Yes. We assist Non-Resident Indians (NRIs) in accessing investment solutions, subject to applicable RBI, FEMA, SEBI, and product-specific regulations.
How do I get started with Planvest?
Simply contact our team to schedule an initial discussion. We will understand your investment objectives, review your existing investments (if applicable), discuss suitable investment solutions, and guide you through the onboarding process.
Can I invest online?
Yes. Most Mutual Fund investments and several other investment transactions can be completed digitally through secure investment platforms, making the investment process simple, convenient, and paperless wherever applicable.
Who do we typically work with?
We work with business families, high-net-worth individuals (HNIs), entrepreneurs, professionals, and inheritors who seek a trusted partner to manage their wealth and investments. We serve clients across India and globally by helping them access suitable investment solutions.
What makes our investment approach different from other wealth managers?
At Planvest, we follow an open-architecture approach that prioritizes transparency, flexibility, and independence. We are not tied to any specific Asset Management Company (AMC) or financial product. Instead, we facilitate access to investment solutions across Mutual Funds, PMS, AIFs, fixed income products, insurance, and other financial solutions based on each investor's financial goals and requirements.
I already manage my own investments. Why should I consider Planvest?
Many of our clients are experienced investors. Planvest complements your investment journey by bringing structure, portfolio consolidation, reporting, and access to a wide range of investment solutions. Our objective is to support your decision-making by sharing product information, market updates, and suitable investment suggestions.
What is the minimum investment required to get started?
At Planvest, we believe quality wealth management and investment guidance should be accessible. We do not impose a minimum investment amount to begin a relationship with us. However, certain investment products such as PMS, AIFs, or private market opportunities may have regulatory minimum investment requirements prescribed by the respective product providers.
How is this different from working with my current advisor?
Most people who come to me have an advisor at a large bank or brokerage firm who manages their investments and little else. What I offer is genuinely different. I look at your entire financial picture including investments, tax, estate planning, and cash flow together as one connected system. I work with a small number of clients by design so every relationship gets the attention it deserves. And because I am fee-only and fiduciary there is nothing I am trying to sell you.
Once we begin, how can I track and review my portfolio?
We provide a technology-enabled portfolio reporting platform that offers consolidated portfolio tracking, performance analytics, asset allocation, and investment reports. Regular portfolio reviews and detailed reporting help you monitor your investments.
Do I need to pay fees for investment suggestions?
For Mutual Fund distribution, we generally do not charge clients separately, as we receive distribution commissions from the respective Asset Management Companies (AMCs), wherever applicable.
For certain specialized services such as Multi Family Office services, portfolio reporting, succession planning coordination, legal coordination, or other professional engagements, separate service fees may apply depending on the scope of services. Any such fees, where applicable, will always be communicated transparently before the engagement.
Do I need to transfer money to Planvest's bank account?
No. You do not transfer your investment amount to Planvest.
For Mutual Funds, investments are processed through BSE StAR MF and NSE NMF, where payments are made directly to the respective Asset Management Companies (AMCs).
For Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs), investment amounts are transferred directly to the respective fund manager or fund account through RTGS, NEFT, or other approved banking channels.
Planvest never receives or holds your investment funds.
Is my money held by Planvest?
No. Your investments always remain with the respective Asset Management Companies (AMCs), Portfolio Management Service (PMS) providers, Alternative Investment Funds (AIFs), insurers, or other regulated financial institutions. Planvest facilitates access to these investment products but does not custody or hold client funds.
How do you identify suitable investment solutions?
We follow an independent and structured process while identifying suitable investment solutions. We consider factors such as your financial objectives, investment horizon, risk profile, liquidity requirements, and product suitability before sharing investment suggestions.
What services does Planvest offer?
Planvest offers a comprehensive range of wealth management and Multi Family Office services, including:
Mutual Funds
Portfolio Management Services (PMS)
Alternative Investment Funds (AIFs)
Fixed Income Products
Bonds
Insurance Solutions
Portfolio Consolidation and Reporting
Succession Planning Coordination
Estate Planning Coordination
Legal Coordination
Tax Planning Coordination
Multi Family Office Services
Can you review my existing portfolio?
Yes. We can review your existing investments, identify overlaps, assess portfolio diversification, and share suitable investment suggestions. There is no requirement to transfer your existing investments to Planvest.
How often will my portfolio be reviewed?
Your portfolio is monitored regularly, with formal review meetings conducted periodically or whenever there are significant market developments or changes in your investment objectives.
Is my personal and financial information secure?
Yes. Protecting your personal and financial information is one of our highest priorities. We maintain strict confidentiality standards and implement appropriate security measures to safeguard your information.
Can NRIs invest through Planvest?
Yes. We assist Non-Resident Indians (NRIs) in accessing investment solutions, subject to applicable RBI, FEMA, SEBI, and product-specific regulations.
How do I get started with Planvest?
Simply contact our team to schedule an initial discussion. We will understand your investment objectives, review your existing investments (if applicable), discuss suitable investment solutions, and guide you through the onboarding process.
Can I invest online?
Yes. Most Mutual Fund investments and several other investment transactions can be completed digitally through secure investment platforms, making the investment process simple, convenient, and paperless wherever applicable.