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, October 21, 2020
    Here are the latest cut off timings in mutual funds for applicable NAV

    Sebi had truncated the cut off timings in mutual funds in April due to the disruptions caused by covid19.

  • Monday, October 19, 2020
    Saral Jeevan Bima is simple, but the cover on offer isn’t enough

    Insurers will not be liable for a payout if the policyholder dies within 45 days of taking the policy except in case of accident According to Irdai guidelines, it will be offered to individuals between 18 and 65 years of age.

  • Monday, October 19, 2020
    How much income tax you have to pay on mutual funds gains?

    The tax to be paid on the capital gains depends on the category of the mutual fund scheme and the time period for which the investment was held.

  • Monday, October 19, 2020
    Income Tax Return for AY 2020-21: Who cannot file ITR1?

    Income for this purpose includes income from salary or pension, income from one house property and income other sources such as interest from bank account.

  • Monday, October 19, 2020
    Who is required to file an income tax return?

    You have to file your ITR if the aggregate of all your income: called gross total income, exceeds the basic exemption limit before various deductions.

  • Friday, October 16, 2020
    Insurance companies to offer a standard term life policy, ’Saral Jeevan Bima’ from January 1

    IRDAI in its circular has asked all the life insurance companies to file the product with the IRDAI latest by December 31 ’However, insurers may file the product earlier and offer the same on approval even before January 1, 2021,’ says IRDAI.

  • Thursday, October 15, 2020
    Irdai allows renewal, portability of Covid-specific products

    At the time of launch, it was specified that lifelong renewability, migration and portability are not applicable to these products.


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