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

  • Thursday, April 22, 2021
    LIC collects highest-ever Rs 1.84 lakh-crore new premium in corona period

    In 2020-21, LIC has achieved its highest-ever first year premium income of Rs 56,406 crore under individual assurance business with a 10.11% growth over last year.

  • Monday, April 19, 2021
    ‘IRDAI cannot be blind’: Delhi High Court raps insurance watchdog over non-implementation of Mental Healthcare Law

    The court’s observations came while hearing a woman’s plea whose claim for reimbursement of costs for treatment of schizophrenia were rejected.

  • Monday, April 19, 2021
    How to renew your lapsed life, health and motor insurance policies

    If any of your insurance policies has lapsed due to unavoidable circumstances, there are ways how you can review or renew your lapsed insurance policy.

  • Monday, April 19, 2021
    Insurance: Irdai cracks down on misleading ads

    An advertisement will be labeled as misleading if it omits to disclose or discloses insufficiently, important exclusions, limitations and conditions of the policy.

  • Monday, April 19, 2021
    Health insurers may raise premium rates

    The revenue of health insurers for fiscal 2020 was around ₹40,000 crore, which was led by higher sales of Covid-linked products and other comprehensive health cover policies.

  • Sunday, April 18, 2021
    Irdai imposes ₹51 lakh penalty on four insurers

    Four General Insurance Companies have be imposed fine by IRDAI. Read to know more

  • Friday, April 16, 2021
    Why an overdose of the SIP logic can hurt your portfolio returns

    Systematic investing can help avoid timing of markets. But when indices correct steeply, investing lump-sum amounts is beneficial.

TESTIMONIALS

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