New Articles
Various articles on different investment topics giving you valuable insights about market is updated every month.
Latest news and trends will you to take better investment decisions.
Things to Do When Renewing Your Health Insurance Policy
Friday, February 27 2026
Source/Contribution by : NJ Publications
Health insurance is one of the most important financial safety nets for you and your family. While buying a health insur
The Safety Trap Why Playing Safe May Cost You Your Future
Friday, February 20 2026
Source/Contribution by : NJ Publications
India is more financially aware today than ever before. Mutual funds are part of everyday
The Budget That Actually Matters (And It’s Not the One from Delhi)
Friday, Feb 13 2026
Source/Contribution by : NJ Publications
Every February, the nation pauses. Screens light up. Headlines flash.
What will the Union Budget bring this year-new tax s
Read This Before Porting Your Health Insurance
Friday, January 23 2026
Source/Contribution by : NJ Publications
Health insurance is one of the most important financial protections for a family today. Medical costs are rising every ye
Fund Manager Interview
Mr. Trideep Bhattacharya
Mr. Trideep Bhattacharya
CFA, President & Chief Investment Officer - Equity, Edelweiss Mutual Fund
Mr. Trideep Bhattacharya has a PGDBM in Fina
Mr. Dhawal Dalal
Mr. Dhawal Dalal
President & Chief Investment Officer - Fixed Income, Edelweiss Mutual Fund.
Mr. Dhawal Dalal has 20 years of experience and an
Mr. Alok Singh
Mr. Alok Singh
Chief Investment Officer - Fixed Income, Bank of India Mutual Fund.
Mr. Alok Singh is a Postgraduate in Business Administration from
Mr. Alok Singh
Mr. Alok Singh
Chief Investment Officer - Equity, Bank of India Mutual Fund.
Mr. Alok Singh is a Postgraduate in Business Administration from ICFAI
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