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

  • Monday, September 13, 2021
    Cyber risks: Irdai issues cyber insurance product norms

    The guidance will improve the development of the cyber insurance market with new products and enhance benefits for policyholders.

  • Monday, September 13, 2021
    Life insurance: Upward trend in premium growth of private players

    Buoyant capital markets supporting revival in Ulips and continued strong momentum in non-par savings and annuity segments are likely drivers

  • Thursday, September 02, 2021
    Covid-19 claim rejected? Here’s how to lodge complaint with insurer, Ombudsman and consumer court

    Health insurance companies have received a total of 23.06 lakh claims worth Rs 29,341 crore as on August 6, 2021, while they have settled Rs 17,813 crore involving 18.99 lakh claims so far.

  • Thursday, September 02, 2021
    Buying a health insurance cover? Factor in medical inflation before deciding the amount

    It is a good idea to buy higher-value covers – the younger the applicant, the higher should be the cover.

  • Thursday, September 02, 2021
    Buying a health insurance cover? Factor in medical inflation before deciding the amount

    It is a good idea to buy higher-value covers – the younger the applicant, the higher should be the cover.

  • Friday, August 27, 2021
    Passion Investing: Is it a good diversification tool? Find out

    One should look at how different passion investments have performed over the past ten years and then buy the assets they are passionate about considering it has the potential to appreciate.

  • Tuesday, August 24, 2021
    Embedded Value: How need for life insurance changes at each life stage

    A young man at the threshold of his working life is a potential wealth creator not only for himself but also for his parents, spouse, and children; and his sudden demise because of sickness or accident might cause unimaginable hardship.

TESTIMONIALS

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