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

  • Wednesday, November 17, 2021
    Mis-selling and claim rejections tops complaints at insurance ombudsman

    In the annual report, the council of insurance ombudsman advised insurers to put in place effective communication channels for prompt resolution of policyholder grievances

  • Friday, October 22, 2021
    Life Insurance: Private life insurers set to post strong growth in FY22

    India’s mortality protection gap & retirement funding gap are expected to provide life insurers a significant multi-decadal growth opportunity

  • Tuesday, October 19, 2021
    New IndiaFirst Life Insurance plan: Get protection for 12 or 15 years by paying for just 5 or 7 years

    IndiaFirst Life Insurance Company Limited has introduced IndiaFirst Life Saral Bachat Bima Plan to provide savings and protection cover for the entire family.

  • Tuesday, October 19, 2021
    Embedded Value: Tech adoption in insurance sector is simplifying the game for customers

    Insurers have discarded their classical understanding of the business of risk and seem to be accepting the customer as the center point of their business.

  • Friday, October 15, 2021
    Life insurance: Private players gain, aided by increasing ticket sizes

    Developments in FY22 validate the long-term trend of a gradual shift of the retail life insurance market toward private players

  • Thursday, October 14, 2021
    Invested in too many mutual funds? Here’s help in cleaning up your portfolio

    While restructuring your mutual fund portfolio, avoid over-diversification.

  • Wednesday, October 13, 2021
    Should you buy Guaranteed Income Plans from Life Insurance companies? Check Pros and Cons

    The only con of guaranteed income plans is the overall return of the product is usually lower than its counterparts but that is mainly because of the insurance portion in-built into the plan

TESTIMONIALS

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