Mansha Plan is a boutique financial advisory that has been guiding business families since 1982.
As a family-owned firm, we serve as trusted advisors to business families. Our mission is to strengthen high-performing families' longevity — both health and wealth. Our advice is rooted in the same principles that have governed our family for three generations.
Longevity expresses the active stewardship of wealth and well-being to sustain growth over time.
Financial endurance across generations requires strategy. Continuity planning ensures wealth grows, adapts, and is preserved against market shifts, tax inefficiencies, and erosion.
Extending healthspan sustains a family's high-performing years. Proactive planning, health management, and lifestyle habits prevent downtime and secure longevity.
Legacy and stewardship go beyond assets. Longevity safeguards a family's values, identity, and vision. Continuity empowers future generations to lead with purpose and responsibility.
For three generations, Mansha Plan has stood beside families, guiding them with care and diligence. Through changing times and generations, we’ve helped families grow, preserve, and safeguard generational wealth.
Click to read more about us.
