Boutique Advisory with a Digital Core
We are redefining how middle-class Indian families compare and secure insurance policies and investment plans.
The PickMyPlan Journey
PickMyPlan was founded out of a shared frustration. During our decade-long careers in the banking and insurance sectors, we watched families purchase complex policies with inflated premiums, only to discover severe sub-limits or find themselves abandoned during claims.
We realized that standard web aggregators focus heavily on volume, shifting clients onto automated support chats. We decided to create a hybrid model: a platform that matches the speed and comparison ease of major fintech portals, but retains the dedicated, high-touch personal advisory of a family office.
Our Mission
To simplify financial safety. We empower Indian middle-class households to choose correct protection policies and wealth plans based on custom criteria, keeping the setup transparent and simple.
Our Vision
To become India's most trusted personal financial advisory brand. We aim to secure 100,000+ lives by 2030, maintaining our high-touch advisory core even as our digital platforms scale.
Meet Your Advisors & Partners
We don't hide behind corporate email aliases. Get direct support and consult with our co-founders.
Ankit Maheshwari
8+ Years in Corporate Risk Advisory
Ankit works directly with corporate clients and families to develop optimized asset-allocation models. His client philosophy focuses on eliminating unnecessary high-commission policies in favor of low-cost, high-performance financial vehicles.
Nitin Agarwal
9+ Years in Insurance Operations & Claims
Nitin understands the mechanics of insurance operations inside out. He manages the claims support desk at PickMyPlan, personally backing clients through critical hospitalization approvals and insurance claim clearances.
Core Values We Stand For
These parameters guide every comparison, review, and plan proposal we send.
100% Unbiased Advice
Our financial targets are aligned with your safety. We analyze products purely on client performance metrics and claim ratios, never on commission scales.
Claims First, Always
A policy is only as good as the claim it pays. We don't vanish after sales; we stand with your family at the hospitals and claim counters.
Radical Transparency
No hidden charges, no fine-print traps. We explain exclusions, sub-limits, and waiting periods in simple language before you pay a single rupee.
Personal Connection
We reject robotic scripts. You get direct mobile access to the partners who co-founded this firm. Personal care is our core identity.