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...


Invest In Industry TOP PERFORMING Schemes*

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

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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.


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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....


  • Monday, January 24, 2022
    Unit linked insurance plans: Check tax norms for capital gains on Ulips

    Tax exemption on maturity proceeds of Ulips with an annual aggregate premium of over Rs 2.5 lakh has been removed. However, there will be no tax on proceeds in case of the death of the policyholder.

  • Wednesday, January 19, 2022
    LIC, other life insurance policyholder? Deduction beyond Rs 1.5 lakh under Section 80C expected from Budget

    Budget 2022 expectations for Life Insurance Policyholders: Life Insurance policyholders have huge expectations from the upcoming Budget 2022

  • Wednesday, January 19, 2022
    Admitted to a hospital with mild COVID symptoms? Your insurance claim may be rejected

    One of the reasons for claim rejection is that some patients get admitted to hospitals anticipating that their condition could turn serious later.

  • Sunday, January 16, 2022
    Life insurers seek separate bucket for life insurance premium, tax-free annuity in Budget

    Finance Minister Nirmala Sitharaman is scheduled to present the general budget for the next fiscal on February 1.

  • Friday, January 14, 2022
    Five trends that will shape the life insurance industry in 2022

    Insurers will invest considerable resources in reimagining the consumer’s journey across the lifecycle of a policy.

  • Tuesday, January 11, 2022
    Insurers see spike in Omicron claims, but fewer than second wave

    Hospitalization claims have shot up in the last ten days, but are still fewer than what insurers had witnessed during the second wave in March-May 2021

  • Tuesday, January 11, 2022
    Irdai directs insurers not to deny claims for antibody cocktail therapy to COVID patients

    The insurers are denying such claims on the pretext that these are experimental treatments.


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