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, June 21, 2021
    Does your insurance policy cover mental health ailments?

    Some policies have made some progress in terms of taking mental healthcare in the ambit of insurance by covering up to 25 percent of the sum insured in case of hospitalization.

  • Sunday, June 20, 2021
    Insurers seek re-pricing of Corona Kavach, Corona Rakshak policies

    With claims rising, low-ticket schemes prove expensive. Read to know more.

  • Thursday, June 17, 2021
    Life Insurance Sales Increase Among 25-35 Age Group In Second Wave

    For the past one and a half years, COVID 19 is the biggest challenge in front of the human race. Read to know more

  • Wednesday, June 16, 2021
    Shocked by COVID deaths, young Indians rush for life insurance

    When a devastating second wave of the pandemic peaked in India during April and May, the number of people aged between 25 and 35 buying term insurance was 30 percent higher than in the previous three months combined.

  • Monday, June 14, 2021
    Mutual Funds: Why equity MFs are a hot favourite again

    Good quarterly results, positive earnings growth outlook and declining Covid cases after the second wave are prompting investors to enter the equity market again.

  • Friday, June 11, 2021
    Don’t want your mutual fund SIPs stopped or redemption blocked? Link PAN with Aadhaar

    It is mandatory to link Aadhaar to your PAN, on or before June 30, 2021. Fresh investments or redemptions will be prohibited.

  • Friday, June 11, 2021
    Health insurers may not go in for premium hike

    ‘IRDAI not in favour of such a move; the focus now is to clear claims’

TESTIMONIALS

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