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, August 02, 2021
    Mutual funds: Common platform for MF transactions soon

    Initially, the Sebi proposed platform will do all types of non-financial transactions. Later, it may allow the purchase, switch, and sale of MF units.

  • Friday, July 30, 2021
    SEBI allows instant access facility in overnight schemes of mutual funds

    SEBI also announced that, from December 1, 2021, unclaimed redemption and dividend amounts would be permitted for investment in a separate plan of the only overnight scheme.

  • Monday, July 19, 2021
    Buying a life insurance policy? Link it to the married women’s property act to pass on benefits smoothly

    Bring your life cover under the purview of the Married Women’s Property Act to ensure that the claim amount goes to your wife and children alone.

  • Thursday, July 15, 2021
    What role do guaranteed insurance plans play in meeting long-term goals?

    Even in a low-interest rate scenario, life insurance products offer benefits that no other financial product does including life cover, additional riders, guaranteed returns, safety net, and tax benefits.

  • Monday, July 12, 2021
    Sharp rally attracts investors across mutual funds

    In an uncertain market, well-diversified investments are a smart bet for retail investors.

  • Friday, July 09, 2021
    LIC to have Chief Executive Officer, Managing Director; govt does away with Chairman post

    "Chief Executive and Managing Director mean the Chief Executive Officer and Managing Director appointed by the Central Government under section 4 of the Act (LIC Act 1956)," according to a gazette notification issued on July 7.

  • Thursday, July 08, 2021
    Legal heir has to file income tax return on earnings of deceased

    Death and taxes are inevitable. As weird as it may sound, even if a person has died, taxes have to be paid on his or her behalf if a tax liability exists.

TESTIMONIALS

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