Welcome to Plan Your Dreams !

Plan Your Dreams is a concept by which we help our clients align their investments to their dreams. The process involves scientific study of your goals considering existing investments in various assets. We are also providing wealth management services under which all your investments are recorded in our system.
Plan Your Dreams was started by Shreeniwas P. Gadiyar in 2008 as Mutual Fund Distributor and life insurance advisor. Thereafter he took general insurance license mainly to deal wit...

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Invest In Industry TOP PERFORMING Schemes*

Sub-Category
Basis
Show Records

* The above analysis is based on the schemes available for online purchase on this website

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GIVE US A CALL ON 9833570575

MUTUAL
FUND

Why Mutual Fund

Mutual funds offer a way for a group of investors to effectively pool their money so they can invest in a wider variety of investment vehicles and take advantage of professional money management through the purchase of one mutual fund share.

Why Systematic Investment Plan

As SIP is considered as the most convenient way of investing in the equity markets, Financial Advisors suggest investors to opt for it. SIPs are generally advised to investors who look to invest a certain sum of money in mutual funds at regular intervals.

Fund-At-A-Glance

Dividend Declared

New Funds Offer's

HEALTH INSURANCE

In today's fast paced lives that we live and in a race to excel in everything, we forget one of the most important asset we own i.e. our health. Due to various habits & changing lifestyles, health related concerns have just become increasingly alarming. We may not be to go back to slow down the pace of our lives but can definitely guard ourselves from its side effect. Here's when an efficient health cover comes handy so that any sudden illness doesn't derail our financial freedom....

INDUSTRY NEWS

  • Wednesday, January 13, 2021
    Missed the income tax return deadline? You can still file it with a fine

    You can still file your returns till March 31, after paying the prescribed late fee

  • Wednesday, January 13, 2021
    Budget 2021: Here’s what the health insurance industry wants

    The industry expects the government to focus on bringing a large number of people under the ambit of health insurance.

  • Friday, January 08, 2021
    LIC provides another opportunity to revive lapsed policies

    Policyholders will get 20 percent late fee concession or Rs 2,000 for revival while 25 percent concession for annual premiums between Rs 1 lakh and Rs 3 lakh, it said.

  • Thursday, January 07, 2021
    Should you go for FDs based on health insurance benefits they offer?

    Banks generally tie up with health insurance companies and offer insurance benefits under group policies. The health insurance benefits vary from bank to bank depending on their tie-up with the insurance companies

  • Tuesday, January 05, 2021
    Coming in April, a standard travel insurance cover: Should you opt for it?

    IRDAI’s travel insurance policy with uniform features and clauses will have to be offered by all general insurers.

  • Tuesday, January 05, 2021
    Coming in April, a standard travel insurance cover: Should you opt for it?

    IRDAI’s travel insurance policy with uniform features and clauses will have to be offered by all general insurers.

  • Tuesday, January 05, 2021
    Coming in April, a standard travel insurance cover: Should you opt for it?

    IRDAI’s travel insurance policy with uniform features and clauses will have to be offered by all general insurers.

TESTIMONIALS

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