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 28, 2020
    Health insurance policy: This new rule will reduce your out-of-pocket expenses

    The Insurance Regulatory and Development Authority of India has recently modified guidelines on proportionate deductions under health insurance policies. Details are as under.

  • Monday, September 28, 2020
    Rising toll sparks big rush to buy covid-19 insurance

    In Apr-Aug, 6 mn people bought health policies for a sum assured of at least ₹2 tn.

  • Friday, September 25, 2020
    Things you should keep in mind to ease your money life after retirement

    As people age, they should start simplifying their financial lives as far as possible

  • Tuesday, September 22, 2020
    Mediclaim policies set to be less opaque now

    With all indemnity based health plans to have standardized wordings for exclusions and waiting periods, customers will now be able to compare and comprehend policies better.

  • Monday, September 21, 2020
    Mutual fund buying rules changed. What NAV will be applicable?

    At present an investment upto ₹2 lakh in an equity or debt mutual fund gets the NAV of the same day if the application is submitted before 1 p.m. For higher sum, the NAV is applicable subject to realisation of funds

  • Friday, September 18, 2020
    IRDAI plans to come out with standard plans

    Insurance regulator expects growth in new premiums to improve in coming months

  • Monday, September 14, 2020
    Sebi gives flexibility to mutual funds to comply with new multi cap rules

    Sebi is open to examine any proposals from the industry received in this regards. Mutual fund managers ask investors not to make any investment decision in haste

TESTIMONIALS

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