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About us

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Loan Advisiory Plan is a Pune desk that facilitates loans, tax work, mortgages, protection and planning through regulated partners.

Reception of a wealth office

Where Financial Knowledge Meets Better Planning

At Loan Advisiory Plan, we believe that financial freedom shouldn’t be complicated, intimidating, or reserved for Wall Street insiders. Whether you are looking to secure the lowest rate on a personal loan, refinance your home to lower monthly payments, or build a long-term investment portfolio that outlives you, we are here to guide you every step of the way.

Loan Advisiory Plan was founded by a team of passionate financial writers, researchers, and money enthusiasts committed to improving financial literacy. We have navigated the challenges of debt payoff, buying homes, and building investment portfolios from scratch—and we share the exact blueprints, tools, and lessons we've learned along the way.

How we work

Standards we will not trade.

Partner, never pretend

Credit sits on a bank or NBFC book. Insurance sits with an IRDAI-registered insurer. We introduce, coordinate and explain.

Compare in writing

If two home-loan offers exist, you will see spread, reset, processing, foreclosure and conversion fees on one page.

Protection before performance

We will delay a SIP conversation until term and health cover are sized.

Tax is a calendar

AIS mismatches and advance-tax dates are cheaper in August than in a notice.

No invented urgency

We will not manufacture a deadline that the sanction letter does not contain.

Leave quietly

Every mailing has an unsubscribe path. Your data is for servicing the request you made.

Pune, and beyond

A local office with pan-India files.

Our coordinators sit in Pune. Property technicals, society documents and Maharashtra stamp conversations are a daily language. Salaried files from Bengaluru, Hyderabad, Mumbai and Delhi are routine.

Appointments are preferred. Walk-ins by arrangement. If you only need a form submitted, the contact page is enough.

Meet the desk

Advisory meeting
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