Shreeniwas Gadiyar

About Us.

We assist clients in wealth creation and protection advisors. We manage total risk portfolio of life and health insurance worth Rs. 300 Crores plus and Mutual Fund Portfolio of more than Rs. 23 Crores. In addition to India, we have clients in Dubai, Abudhabi, Philipines, Netherlands, Norway, Canada and UK. Plan Your Dreams is the brainchild of Shreeniwas & Radhika to coach people on money management. Mr. Shreeniwas has experience in company secretarial, corporate finance, and legal fields. He is an internationally acclaimed, qualified financial advisor. Ms. Radhika has experience working in the public sector insurance company.

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Vision & Mission

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.

Services

Portfolio Management Services (PMS)

Portfolio Management Services (PMS) offer professionally managed investment portfolios tailored to an investor’s financial goals, risk profile, and investment preferences.

Loan Against Mutual Funds

Loan Against Mutual Funds (LAMF) allows investors to access funds by pledging their eligible mutual fund units as security, without necessarily selling their investments.

Insurance

Insurance provides financial protection against unexpected events such as illness, accidents, loss of life, or property damage, helping you and your family manage financial risks and uncertainties.

NPS (National Pension System)

NPS (National Pension System) is a market-linked retirement investment scheme that helps individuals build a long-term retirement corpus through systematic contributions, with the potential for market

Mutual Fund

Mutual Funds pool money from multiple investors and invest it across assets such as equities, bonds, and other securities, managed by professional fund managers. They offer investors a convenient way

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Director Desk

Mr. Shreeniwas has experience in company secretarial, corporate finance, and legal fields. He is an internationally acclaimed, qualified financial advisor. After twenty plus years in Company Secretarial, Legal and long term finance with professionally managed corporates, Shreeniwas Gadiyar is strate...