Planvest - Finance & Investment HTML Template

Getting Started

Planvest is a clean, modern, and fully responsive HTML Template. it is designed for Finance & Investment. Planvest Template’s uniqueness is due to its amazingly beautiful designs and easy to use Website template solution that maximizes user satisfaction. It is built using bootstrap 5.3 framework, works totally responsive, easy to customise, well commented codes and seo friendly

This template made with Bootstrap, using HTML5, CSS3, JS and jQuery.

Get Yourself a Code Editor

Yes, it’s completely possible to edit HTML in Notepad or a similar program, but things will go much more smoothly for you if you use a proper code editing app. One of the main reasons is you’ll get colored highlighting of your code, as you’ll see shortly, which will make it much easier to read and edit.

I recommend Visual Studio Code, which you can download here: https://code.visualstudio.com/download

Download the template main files from Themeforest

First, you need to download the template files from your Themeforest account. Navigate to your Downloads tab on Themeforest.
Find the templates.
Click the Download button,
and then click "All Files and documentation".

Most HTML templates will come in a ZIP file - if so, go ahead and extract yours now. Then look around inside the template’s folders until you find the “index.html” or “index.htm” file.

In our example template the “index.html” file is found in the “HTML” directory.

Page Layout

You can follow the following code structure which is made easy and simple to understand.

Code example:

<!-- Header -->
<div id="header" class="fixed-top pt-5 scrollanimation animated fadeIn">
...
</header>

<!-- Banner -->
<div class="section position-relative bg-attach-cover">
...
</div>

<!-- Section About Us -->
<div class="section bg-attach-cover">
...
</div>

<!-- Section Marquee -->
<div class="section p-0">
...
</div>

<!-- Section Service -->
<div class="section">
...
</div>

<!-- Section Team -->
<div class="section">
...
</div>

<!-- Section Counter -->
<div class="section">
...
</div>

<!-- Section Testimonial -->
<div class="section">
...
</div>

<!-- Section Pricing Plan -->
<div class="section">
...
</div>

<!-- Section CTA -->
<div class="section">
...
</div>

<!-- Section Testimonials -->
<div class="section">
...
</div>

<!-- Section FAQs -->
<div class="section">
...
</div>

<!-- Section Latest Article -->
<div class="section">
...
</div>


<!-- Footer -->
<footer>
<class="section py-5">
...
</footer>

Header

To change the header, please change the code inside the header comment tag. Here you can also change the logo and nav menu.

Code example:

<!-- Header -->
<div id="header" class="fixed-top pt-5 scrollanimation animated fadeIn">
	<nav class="navbar navbar-expand-xl mx-5">
		<div class="container-fluid ps-3">
			<div class="logo-container">
				<a class="navbar-brand" href="#"><img src="image/logo.png" alt="" class="img-fluid"></a>
			</div>
			<button class="navbar-toggler" type="button" data-bs-toggle="collapse" data-bs-target="#navbarNav"
				aria-controls="navbarNav" aria-expanded="false" aria-label="Toggle navigation">
				<i class="fa-solid fa-bars-staggered accent-color-2"></i>
			</button>
			<div class="collapse navbar-collapse" id="navbarNav">
				<ul class="navbar-nav mb-2 mb-xl-0 gap-xl-4 gap-1">
					<li class="nav-item">
						<a class="nav-link active" aria-current="page" href="index.html">Home</a>
					</li>
					<li class="nav-item dropdown">
						<a class="nav-link" href="#" role="button" data-bs-toggle="dropdown" aria-expanded="false">
							About
						</a>
						<ul class="dropdown-menu">
							<li><a class="dropdown-item" href="about.html">About</a></li>
							<li><a class="dropdown-item" href="team.html">Our Team</a></li>
						</ul>
					</li>
					<li class="nav-item dropdown">
						<a class="nav-link" href="#" role="button" data-bs-toggle="dropdown" aria-expanded="false">
							Services
						</a>
						<ul class="dropdown-menu">
							<li><a class="dropdown-item" href="services.html">Services</a></li>
							<li><a class="dropdown-item" href="service_detail.html">Service Details</a></li>
						</ul>
					</li>
					<li class="nav-item dropdown">
						<a class="nav-link" href="#" role="button" data-bs-toggle="dropdown" aria-expanded="false">
							Pages
						</a>
						<ul class="dropdown-menu">
							<li><a class="dropdown-item" href="faq.html">FAQs</a></li>
							<li><a class="dropdown-item" href="pricing_plan.html">Pricing Plan</a></li>
							<li><a class="dropdown-item" href="404.html">404 Error</a></li>
							<li><a class="dropdown-item" href="blog.html">Latest Article</a></li>
							<li><a class="dropdown-item" href="single_blog.html">Single Blog</a></li>
						</ul>
					</li>
					<li class="nav-item">
						<a class="nav-link" aria-current="page" href="contact.html">Contact</a>
					</li>
				</ul>
		</div>
	</nav>
</div>
<!-- End Header -->

Logo Setting

To change the logo, please change the code in the following code.

Code example:

	<div class="logo-container">
		<a class="navbar-brand" href="#"><img src="image/logo.png" alt="" class="img-fluid"></a>
	</div>

Burger Menu

To change the Burger Menu, you can change the code inside the ul tag button.

Code example:

	<button class="navbar-toggler" type="button" data-bs-toggle="collapse" data-bs-target="#navbarNav"
							aria-controls="navbarNav" aria-expanded="false" aria-label="Toggle navigation">
		<i class="fa-solid fa-bars-staggered accent-color-2"></i>
	</button>

Navigation Structure

To change the navigation, you can change the code inside the ul tag with class navbar-nav.

Code example:

<ul class="navbar-nav ms-xl-4 ps-xl-5 me-auto mb-2 mb-xl-0 gap-1">
	<li class="nav-item">
		<a class="nav-link active" aria-current="page" href="index.html">Home</a>
	</li>
	<li class="nav-item dropdown">
		<a class="nav-link" href="#" role="button" data-bs-toggle="dropdown" aria-expanded="false">
			About
		</a>
		<ul class="dropdown-menu">
			<li><a class="dropdown-item" href="about.html">About</a></li>
			<li><a class="dropdown-item" href="properties.html">Career Support</a></li>
			<li><a class="dropdown-item" href="faq.html">FAQs</a></li>
			<li><a class="dropdown-item" href="404.html">404 Error</a></li>
		</ul>
	</li>
	<li class="nav-item dropdown">
		<a class="nav-link" href="#" role="button" data-bs-toggle="dropdown" aria-expanded="false">
			Bootcamp
		</a>
		<ul class="dropdown-menu">
			<li><a class="dropdown-item" href="bootcamp.html">Bootcamps</a></li>
			<li><a class="dropdown-item" href="bootcamp_detail.html">Bootcamp Details</a></li>
		</ul>
	</li>
	<li class="nav-item">
		<a class="nav-link" aria-current="page" href="mentor.html">Mentors</a>
	</li>
	<li class="nav-item">
		<a class="nav-link" aria-current="page" href="pricing_plan.html">Pricing</a>
	</li>
	<li class="nav-item dropdown">
		<a class="nav-link" href="#" role="button" data-bs-toggle="dropdown" aria-expanded="false">
			Blog
		</a>
		<ul class="dropdown-menu">
			<li><a class="dropdown-item" href="blog.html">Last Article</a></li>
			<li><a class="dropdown-item" href="single_blog.html">Single Post</a></li>
		</ul>
	</li>
	<li class="nav-item">
		<a class="nav-link" aria-current="page" href="contact.html">Contact</a>
	</li>
</ul>

Footer

To change the footer, you can change the code inside the footer tag.

Code example:

<footer>
	<div class="section py-5 bg-attach-cover" style="background-image: url(image/bg_footer.png);">
		<div class="d-flex flex-column gap-3 bg-accent text-white" style="padding: 53px; border-radius: 88px;">
			<div class="row row-cols-xl-2 row-cols-1">
				<div class="col col-xl-7 mb-3">
					<div class="d-flex flex-column gap-5 position-relative">
						<div class="d-flex flex-column gap-5 position-relative" style="z-index: 2;">
							<div class="d-flex flex-row gap-3">
								<div class="border-end pe-3 border-accent-4">
									<a href="" class="read-more d-flex flex-row gap-3 align-items-center">
										Terms & Conditions
									</a>
								</div>
								<div>
									<a href="" class="read-more d-flex flex-row gap-3 align-items-center">
										Privacy Notice
									</a>
								</div>
							</div>
							<div class="d-flex flex-row gap-5">
								<ul class="list ps-0 gap-3 accent-color">
									<li>
										<a href="" class="link d-flex flex-row gap-3 align-items-center">
											Home
										</a>
									</li>
									<li>
										<a href="" class="link d-flex flex-row gap-3 align-items-center">
											About
										</a>
									</li>
									<li>
										<a href="" class="link d-flex flex-row gap-3 align-items-center">
											Bootcamp
										</a>
									</li>
									<li>
										<a href="" class="link d-flex flex-row gap-3 align-items-center">
											Mentors
										</a>
									</li>
									<li>
										<a href="" class="link d-flex flex-row gap-3 align-items-center">
											Pricing
										</a>
									</li>
									<li>
										<a href="" class="link d-flex flex-row gap-3 align-items-center">
											Blog
										</a>
									</li>
									<li>
										<a href="" class="link d-flex flex-row gap-3 align-items-center">
											Contact Us
										</a>
									</li>
								</ul>
								<div class="d-flex flex-column gap-3">
									<a href="https://www.facebook.com" class="read-more">
										Facebook
									</a>
									<a href="https://www.instagram.com" class="read-more">
										Instagram
									</a>
									<a href="https://www.twitter.com" class="read-more">
										Twitter
									</a>
									<a href="https://www.linkedin.com" class="read-more">
										Linkedin
									</a>
								</div>
							</div>
						</div>
						<div class="floating-footer">
							<img src="image/img_footer.png" class="img-fluid" alt="">
						</div>
					</div>
				</div>
				<div class="col col-xl-5 mb-3">
					<div class="d-flex flex-column gap-5">
						<img src="image/logo.png" alt="" class="img-fluid" width="350" style="align-self: end;">
						<div class="d-flex flex-column gap-4 p-5 bg-accent shadow-accent me-xl-5">
							<h4>Start Your Coding Journey Today!</h4>
							<div class="toast-container position-fixed bottom-0 end-0 p-3">
								<div id="liveToastAppointment"
									class="toast success_msg_appointment bg-dark-transparent text-white"
									role="alert" aria-live="assertive" aria-atomic="true">
									<div class="d-flex">
										<div class="toast-body">
											Your Appointment Message Send Successfully!.
										</div>
										<button type="button" class="btn me-2 m-auto text-white"
											data-bs-dismiss="toast" aria-label="Close">
											<i class="fa-solid fa-xmark"></i>
										</button>
									</div>
								</div>
							</div>
							<form
								class="d-flex flex-column gap-1 h-100 justify-content-center w-100 needs-validation form"
								novalidate>
								<input type="text" name="action" value="appointment" hidden>
								<div class="mb-4">
									<input type="text" class="form-control py-3 px-4" name="name" id="name"
										placeholder="Your Full Name" required>
									<div class="invalid-feedback">
										The field is required.
									</div>
								</div>
								<div class="mb-4">
									<input type="email" class="form-control py-3 px-4" name="email" id="email"
										placeholder="Your E-mail" required>
									<div class="invalid-feedback">
										The field is required.
									</div>
								</div>
								<div class="mb-4">
									<input type="tel" class="form-control py-3 px-4" name="phone" id="phone"
										placeholder="Your Phone Number" required>
									<div class="invalid-feedback">
										The field is required.
									</div>
								</div>
								<div class="mb-4">
									<select name="bootcamp" id="bootcamp"
										class="form-control form-select py-3 px-4" required>
										<option value="" selected>Select Bootcamp Program</option>
										<option value="1">Class 1</option>
										<option value="2">Class 2</option>
										<option value="3">Class 3</option>
										<option value="4">Class 4</option>
										<option value="5">Class 5</option>
									</select>
								</div>
								<div class="mb-4">
									<select name="location" id="location" class="form-control form-select py-3 px-4"
										required>
										<option value="" selected>Preferred Location</option>
										<option value="1">Location 1</option>
										<option value="2">Location 2</option>
										<option value="3">Location 3</option>
										<option value="4">Location 4</option>
										<option value="5">Location 5</option>
									</select>
								</div>
								<div class="mb-4">
									<textarea class="form-control py-3 px-4" id="message" name="message" rows="4"
										placeholder="Your Message"></textarea>
								</div>
								<div>
									<button type="submit"
										class="btn btn-accent submit_appointment d-flex justify-content-center gap-2 rounded-4">
										<span>Register</span>
									</button>
								</div>
							</form>
						</div>
					</div>
				</div>
			</div>
			<div class="d-flex flex-row gap-5 justify-content-between align-items-center">
				<div class="d-flex flex-column">
					<p class="accent-color-4">Keep In Touch</p>
					<h1 class="fw-normal">hello@domainsite.com</h1>
				</div>
				<span class="accent-color-4 fs-6 font-2">
					&copy; Copyright 2025. All Rights Reserved Rometheme Studio
				</span>
			</div>
		</div>
	</div>
</footer>

Change Image

If you want to change the image with your own you can change the html code inside the img tag.

Before

<img src="image/image-600x600-21.jpg" style="object-fit: cover;"
		class="img-fluid left-0 w-100 h-100" alt="">

If your file name is image-700x700.jpg you can change it as follows.

After

<img src="image/image-700x700.jpg" style="object-fit: cover;"
		class="img-fluid left-0 w-100 h-100" alt="">

CSS Files and Structure

As a first step if you want to change the font, you can import it in this section.

@import url('../css/vendor/urbanist/stylesheet.css');
@import url('../css/vendor/inter/stylesheet.css');

If you want to change the font, you can download the font at Google Font for example as follows:

/* Google Fonts */
@import url('https://fonts.googleapis.com/css2?family=Cabin:ital,wght@0,400..700;1,400..700&family=Cantata+One&display=swap');

If you would like to edit the color, font, or style of any elements in one of these columns, you would do the following:

:root {
	--primary: #F9F9F9;
	--black-1: #000000;
	--black: #2E2E2E;
	--black-accent: #454545;
	--black-accent-2: #191D20;
	--gray: #787878;
	--gray-hover: #E8E8E8;
	--gray-outline: #E4E4E4;
	--gray-light: #EAEAEA;
	--gray-light-2: #F7F7F7;
	--yellow: #E8B725;
	--green-accent: #707733;
	--blue: #1976E0;
	--blue-accent: #4371B1;
	--brown: #8D5533;
	--brown-accent: #945F3F;
	--brown-accent-2: #E6D1B3;
	--green-rometheme: #00CEA6;
	--font-1: "Plus Jakarta Sans", sans-serif;
	--font-1: "Open Sans", sans-serif;
}

If you find that your new style is not overriding, it is most likely because of a specificity problem. Scroll down in your CSS file and make sure that there isn't a similar style that has more weight.

.text-gray {color: #somecolor;}

So, to ensure that your new styles are applied, make sure that they carry enough "weight" and that there isn't a style lower in the CSS file that is being applied after yours.

Open the style.css file form the root folder and search h1 until you find the color property in the file. It looks line this:

h1 {
	font-size: 84px;
}	
h2 {	
	font-size: 80px;
}	
h3 {
	font-size: 52px
}

Change the color with the one you want and hit save. If you want to change only the h1 color, you have to separate the h1 and give it another color. The css should look like this.

h1 {
	font-size: 70px;
}

Now, lets say we wanted h1 to poin to http://google.com. At this point the h1 looks like this:

<h1>Shortcodes: Typography & paragraph styles</h1>

To make it point to a specific URL the h1 must look like this:

<h1><a href="http://www.google.com">Shortcodes: Typography & paragraph styles</a></h1>

You can make changes to the css to any elements. You just need to know the name of the element or div either by using FireBug or by opening the HTML and then search for that element in the css. Piece of cake!

Social Icons

To add a link to your social icon paste the necessary URL into the <a href=> tag. See the example below:

		<a href="https://www.facebook.com" class="social-item">< class="fa-brands fa-facebook-f"></i></a>

JavaScript

This template imports different js files for the different sliders, lightboxes and interactive tabs from the homeplage and the rest of the pages. All the js is built around JQuery. What follows are some examples where jQuery was used:

SwiperJS

$(function () {
	var swiperPartner = new Swiper('.swiper.swiperPartner', {
		autoplay: {
			delay: 6000
		},
		speed: 2000,
		slidesPerView: 4,
		slidesPerGroup: 2,
		spaceBetween: 10,
		loop: false,
		grabCursor: true,
		breakpoints: {
			// when window width is >= 360px
			360: {
				slidesPerView: 1,
			},
			// when window width is >= 768px
			768: {
				slidesPerView: 4,
			},
			// when window width is >= 1024px
			1024: {
				slidesPerView: 4,
			}
		},
		// If we need navigation
		navigation: {
			nextEl: ".swiper-button-next",
			prevEl: ".swiper-button-prev",
		},
	});

});

$(function () {
	var swiperCard = new Swiper('.swiper.swiperCard', {
		autoplay: {
			delay: 6000
		},
		speed: 2000,
		slidesPerView: 3,
		slidesPerGroup: 2,
		spaceBetween: 10,
		loop: false,
		grabCursor: true,
		breakpoints: {
			// when window width is >= 360px
			360: {
				slidesPerView: 1,
			},
			// when window width is >= 768px
			768: {
				slidesPerView: 3,
			},
			// when window width is >= 1024px
			1024: {
				slidesPerView: 3,
			}
		},
		// If we need navigation
		navigation: {
			nextEl: ".swiper-button-next",
			prevEl: ".swiper-button-prev",
		},
	});

});

$(function () {
	var swiperTeam = new Swiper('.swiper.swiperTeam', {
		autoplay: {
			delay: 5000
		},
		speed: 2000,
		slidesPerView: 1,
		slidesPerGroup: 2,
		spaceBetween: 10,
		loop: false,
		grabCursor: true,
		breakpoints: {
			// when window width is >= 360px
			360: {
				slidesPerView: 1,
			},
			// when window width is >= 768px
			768: {
				slidesPerView: 1,
			},
			// when window width is >= 1024px
			1024: {
				slidesPerView: 1,
			}
		},
		// If we need pagination
		pagination: {
			enabled: true,
			el: '.swiper-pagination',
			type: 'bullets',
			clickable: true,
		},
	});

});

$(function () {
	var swiperTestimonials = new Swiper('.swiper.swiperTestimonials', {
		autoplay: {
			delay: 2000
		},
		speed: 2000,
		slidesPerView: 3,
		slidesPerGroup: 2,
		initialSlide: 2,
		spaceBetween: 10,
		loop: false,
		grabCursor: true,
		breakpoints: {
			// when window width is >= 360px
			360: {
				slidesPerView: 1,
			},
			// when window width is >= 768px
			768: {
				slidesPerView: 3,
			},
			// when window width is >= 1024px
			1024: {
				slidesPerView: 3,
			}
		},
		// If we need pagination
		pagination: {
			el: ".swiper-pagination",
			clickable: true,
			renderBullet: function (index, className) {
				return '';
			},
		},
	});

});

$(function () {
	var swiperTestimonials = new Swiper('.swiper.swiperTestimonials2', {
		autoplay: {
			delay: 3000
		},
		speed: 2000,
		slidesPerView: 3,
		slidesPerGroup: 2,
		initialSlide: 2,
		spaceBetween: 10,
		loop: false,
		grabCursor: true,
		breakpoints: {
			// when window width is >= 360px
			360: {
				slidesPerView: 1,
			},
			// when window width is >= 768px
			768: {
				slidesPerView: 3,
			},
			// when window width is >= 1024px
			1024: {
				slidesPerView: 3,
			}
		},
		// If we need pagination
		pagination: {
			el: ".swiper-pagination",
			clickable: true,
			renderBullet: function (index, className) {
				return '';
			},
		},
	});

});

$(function () {
	var swiperImage = new Swiper('.swiper.swiperImage', {
		speed: 2000,
		slidesPerView: 1,
		slidesPerGroup: 1,
		spaceBetween: 20,
		loop: false,
		grabCursor: true,
		breakpoints: {
			// when window width is >= 360px
			360: {
				slidesPerView: 1,
			},
			// when window width is >= 768px
			768: {
				slidesPerView: 1,
			},
			// when window width is >= 1024px
			1024: {
				slidesPerView: 1,
			}
		},
		// If we need pagination
		pagination: {
			enabled: true,
			el: '.swiper-pagination',
			type: 'bullets',
			clickable: true,
		},
	});

});

$(function () {
	var swiperImage2 = new Swiper('.swiper.swiperImage2', {
		autoplay: {
			delay: 6000
		},
		speed: 2000,
		slidesPerView: 4,
		slidesPerGroup: 2,
		spaceBetween: 10,
		loop: false,
		grabCursor: true,
		breakpoints: {
			// when window width is >= 360px
			360: {
				slidesPerView: 1,
			},
			// when window width is >= 768px
			768: {
				slidesPerView: 4,
			},
			// when window width is >= 1024px
			1024: {
				slidesPerView: 4,
			}
		},
		// If we need pagination
		pagination: {
			enabled: true,
			el: '.swiper-pagination',
			type: 'bullets',
			clickable: true,
		},
	});

});

To change the Configuration, please see SwiperJS documentation SwiperJS

Maps Google

Open contact.html file and change following area

	<iframe loading="lazy" class="maps"
	src="https://maps.google.com/maps?q=London%20Eye%2C%20London%2C%20United%20Kingdom&t=m&z=14&output=embed&iwloc=near"
	title="London Eye, London, United Kingdom"
	aria-label="London Eye, London, United Kingdom">
	</iframe>

Open contact.html file and change following area with your Google Map API KEY Get Api Key

Contact Form

Open the file in php/form-process.php line 9 , line 26 and line 44
$to = "recipient@example.com"
edited "recipient@example.com" with your email

Search Engine Optimization

In order to improve your search engine ranking, and thus enable your web site to appear among search results, please don't forget to change the description and keywords with your own.

<meta name="description" content="">
<meta name="keywords" content="">

Sources and Credits

I've used the following images, icons or other files as listed.

HTML, CSS and JS:

Images:

Fonts:

Once again, thank you so much for purchasing this theme. As I said at the beginning, I'd be glad to help you if you have any questions relating to this theme. No guarantees, but I'll do my best to assist. If you have a more general question relating to the themes on ThemeForest, you might consider visiting the forums and asking your question in the "Item Discussion" div.

Rometheme

Version 1.0.0

Relase on 31 January 2025