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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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

  • Friday, April 22, 2022
    Health insurance premiums to get costlier: How can policyholders keep their premiums in check?

    Health insurance policies with deductibles and multi-year premium discounts can cushion the premium hike impact, but coverage will not be comprehensive.​

  • Tuesday, April 19, 2022
    Life insurers’ new business premium income rises 13% in FY22

    The new business premium, or the first-year premium, of 23 private sector life insurance companies, posted a 22.74% Y-o-Y growth to Rs 115,503.12 crore for 2021-22, while IPO-bound LIC registered a 7.92% Y-o-Y increase to Rs 198,759.85 crore.

  • Monday, April 18, 2022
    Health Insurance: Up to 26% of reimbursement claim amount gets deducted by insurers – Findings

    As regards the cost and duration of hospitalization, the survey said that maternity and chemotherapy have the highest per-day hospitalization costs.

  • Monday, April 18, 2022
    New biz premium income of life insurance companies up 13% at Rs 3.14 lakh crore in FY22

    Soon-to-be listed public sector insurance behemoth LIC registered about 8% growth in its new business premium income at Rs 1,98,759.85 crore in 2021-22, against Rs 1,84,174.57 crore in the previous fiscal, as per the data shown by Irdai.

  • Tuesday, April 12, 2022
    Corona Health Insurance: Last date to buy or renew Corona Kavach, Corona Rakshak Policies extended

    IRDAI has recently extended the timelines for the sale and renewal of short term Covid specific health insurance policies.

  • Tuesday, April 12, 2022
    Maternity insurance: Report reveals how maternity is under-insured by corporates in India

    The report said that maternity is an optional benefit and many organizations do not opt for it due to employee demographics and cost.

  • Tuesday, April 12, 2022
    Digitisation is okay, but majority of insured persons want hard copy of their policy

    Unlike life insurance, the premium of health insurance not only changes with the age of the insured person(s) but also increases every few years with the increase in the cost of treatment.

TESTIMONIALS

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