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.
True wealth isn’t measured by what is gathered but by what endures.
Sustaining wealth across generations requires strategy. Continuity planning ensures that wealth grows, adapts, and is preserved — protecting against market shifts, tax inefficiencies, and wealth erosion.
Physical longevity requires preventing downtime and securing the high-performing years of the family unit through proactive planning, health management, and lifestyle habits.
More than simply collecting assets, longevity protects the values, identity, and vision that define a family. 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.
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