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, May 10, 2021
    Health Insurance: Do you have health cover for Covid treatment?

    While it is ideal to have comprehensive health insurance, you can opt for standard health insurance policy or a short-term Covid specific cover

  • Friday, May 07, 2021
    Health Insurance: How to make claim request if an insured person dies in hospital

    An insurance claim becomes admissible if an insured person remains hospitalised for more than 24 hours after getting admitted or dies in hospital after 24 hours of admission.

  • Friday, May 07, 2021
    LIC relaxes claim settlement requirements

    To address the difficulties experienced by policyholders in submitting documents required for claim settlement in the servicing branch, the insurer has allowed submission of documents in any nearby LIC office for due maturity/survival benefit claims.

  • Wednesday, May 05, 2021
    Eyeing rural coverage, Irdai pitches for model insurance villages

    The idea behind the model village concept is to offer comprehensive insurance protection to all the major insurable risks that villagers are exposed to and make available covers at affordable or subsidized cost.

  • Tuesday, May 04, 2021
    Mutual Funds: Skin-in-the-game rule — In investors’ interest

    Sebi’s skin-in-the-game rule is a necessary step given the larger investing ecosystem which includes investors as major stakeholders.

  • Monday, May 03, 2021
    Porting to new health insurer: When to leave existing insurer, what the move entails, when you can’t shift

    You may want to move to a better insurer, but it is not necessary that your application will be accepted by the new insurer. Find out when you should leave your existing health insurer, what the move entails and under what circumstances.

  • Monday, May 03, 2021
    Health Insurance: Get cashless Covid-19 claims within one hour

    Irdai has ordered health insurance companies to settle cashless claims of Covid-19 patients within an hour of receipt.

TESTIMONIALS

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