Retirement security, built on income and growth
Many employees and executives worry about unreliable savings. PlanIncome's Diversified High Dividend Strategy is designed to deliver consistent income during retirement and a lump sum for the future.
What we look for in
retirement fund investments
To build a fund for your people that lasts, we filter out unstable companies and focus only on firms with proven dividend policies.
Liquidity
Highly tradable stocks keep your retirement fund flexible and reduce execution risk.
Dividend Yield
Highly tradable stocks keep your retirement fund flexible and reduce execution risk.
Dividend Growth
Highly tradable stocks keep your retirement fund flexible and reduce execution risk.
Payout Consistency
Highly tradable stocks keep your retirement fund flexible and reduce execution risk.
How we build your people's retirement wealth
From careful screening to a retirement-ready portfolio
Screening
We start with dividend-paying companies on the Philippine Stock Exchange, ensuring your people's retirement fund is built on businesses with rewarding shareholders.
Eligibility
Only financially sound and profitable companies are considered. By filtering for reliable dividend history, your people's retirement fund rests on dependable enterprises.
Construction
From this pool, we balance allocations to capture income and growth while avoiding risk. Your people's retirement fund is designed to prevent overexposure to any single stock or sector.
Final Portfolio
The result is a well-diversified, high-dividend retirement fund that provides steady income today and a secure bulk payout for tomorrow.
Protecting income across industries
A balanced mix of sectors reduces risk and strengthens portfolio resilience
Constant review, consistent discipline
We do regular adjustments to keep your people's retirement fund aligned with long-term goals:
Invest with our strategy.
Secure your people's future.
PlanIncome's retirement-focused strategy helps your workforce retire with confidence and positions your business as a forward-thinking leader in the Philippine market.
Frequently Asked Questions
Find answers to common questions
What is PlanIncome?
PlanIncome is a digital, company-backed retirement product. Employers make regular contributions to locked-in employee accounts, managed by a professional team in a dividend-focused portfolio. Employees can't withdraw early, but they can watch their funds grow in real time through the app.
How does PlanIncome help with employee retention?
PlanIncome is a digital, company-backed retirement product. Employers make regular contributions to locked-in employee accounts, managed by a professional team in a dividend-focused portfolio. Employees can't withdraw early, but they can watch their funds grow in real time through the app.
Can employees withdraw their money early?
PlanIncome is a digital, company-backed retirement product. Employers make regular contributions to locked-in employee accounts, managed by a professional team in a dividend-focused portfolio. Employees can't withdraw early, but they can watch their funds grow in real time through the app.
How are the funds invested?
PlanIncome is a digital, company-backed retirement product. Employers make regular contributions to locked-in employee accounts, managed by a professional team in a dividend-focused portfolio. Employees can't withdraw early, but they can watch their funds grow in real time through the app.
Do you have
any questions?
Feel free to email us or request for a free consultation.
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