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...


Invest In Industry TOP PERFORMING Schemes*

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* The above analysis is based on the schemes available for online purchase on this website

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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.


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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....


  • Wednesday, December 02, 2020
    SIP tips: When should investors stop or redeem Systematic Investment Plans?

    If the performance of your fund is unsatisfactory for more than 18 months, consider looking for a better fund where you can invest via SIP.

  • Tuesday, December 01, 2020
    Covid claims put health insurance ecosystem to test

    Creating small ecosystems, in which all stakeholders can work well, may help

  • Monday, November 30, 2020
    Covid claims put health insurance ecosystem to test

    Creating small ecosystems, in which all stakeholders can work well, may help.

  • Friday, November 27, 2020
    Income tax deduction under Sec 80D, 80DD, 80DDB for medical expenses

    Section 80D of the IT Act provides a deduction to the extent of ₹25,000 in respect of the premium paid towards an insurance on the health of self, spouse and dependent children.

  • Monday, November 23, 2020
    Why buying a term plan is smarter than conventional life insurance products

    Insurance and investment are two separate things with two different objectives. Mixing the two is a major mistake.

  • Saturday, November 21, 2020
    LIC launches industry’s first digital tool to issue a policy

    The digital application is a tool for the on boarding process to get the life insurance policy through a paperless module with the help of the agent / intermediary. It is built on paperless KYC process using Aadhaar based e-authentication.

  • Tuesday, November 17, 2020
    Insurance policy for treatment of vector-borne diseases like dengue, malaria on anvil

    Regulator IRDAI on Friday came out with an exposure draft on Standard Vector Borne Disease Health Policy under which general and health insurers will be encouraged to offer such policies for one year.


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