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What are your financial Needs?

Everyone has various financial needs which is to be achieved for leading a beautiful and stress-free life.
But before reaching these needs certain bridge of multiple realities has to be crossed.

I have just STARTED EARNING
I'm thinking of MY CHILD'S FUTURE
I want toown a home
I want to FULFILL MY DREAMS
I’m an EARLY INVESTOR
I'm preparing to RETIRE
click to viewFinancial Needs Assessment

Get personalised guidance
from an experienced mutual fund distributor!

Investing in any financial products without guidance of a financial planner is like taking a medicine without doctor's diagnosis.
We offer our expert advice for choosing the best investments products which will lead to your financial freedom.

ASSESSMENT

Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.

EXECUTING

Implement the tailored solutions by transacting in all the recommended financial products on one single platform.

TRACKING

Track your journey by reviewing and rebalancing your investments on a timely basis to make sure they are aligned with your financial needs.

Our
Product Basket

If you are looking for the right financial product, you are at the right place.
Starting from mutual funds to insurance and from real estate to other financial products, we have them all.
You can select your financial investment products as per your requirements.

Mutual Funds
Equity and ETFs NPS
Loan against MF
PMS Insurance

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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.

Friday, July 24 2026
Source/Contribution by : NJ Publications

We all love the monsoon. Children splash in puddles, families enjoy hot chai and pakoras, and t

Friday, July 17 2026
Source/Contribution by : NJ Publications

In every conversation about mutual funds, risk comes up early. What is the risk in this fund?

Tuesday, July 10 2026
Source/Contribution by : NJ Publications

Every investor who has ever considered a lump-sum investment has asked the same question: wha

Friday, June 26 2026
Source/Contribution by : NJ Publications

Many Indian households view health insurance through a very narrow lens. Pay premiums every yea

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Awards

Fund Manager Interview

Mr. Rahul Goswami

Chief Investment Officer - Fixed Income, Franklin Templeton Mutual Fund.

Rahul Goswami is chief investment officer (CIO) and mana

Mr. Janakiraman Rengaraju

Portfolio Manager - Equity, Franklin Templeton Mutual Fund.

Janakiraman Rengaraju is vice president and portfolio manager

Mr. Pradeep Kesavan

Chief Investment Officer - Equity, SBI Mutual Fund.

Pradeep is the Equity Strategist with SBI AMC and has over 20 years’ expe

Mr. Ardhendu Bhattacharya

Chief Investment Officer - Fixed Income, SBI Mutual Fund.

Mr. Ardhendu Bhattacharya has over 16 years of experience in th

About Plan Your Dreams 

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

Contact Us
+91 9833570575
gadiyarsp@gmail.com
Flat No. B-2, Ground Floor Naukavihar Society Dr Moose Road, Talaopali Thane 400 602
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© 2026 All Rights Reserved. "Shreeniwas P Gadiyar" AMFI - Registered Mutual Fund Distributor.
(ARN:56618 Date of Initial Registration:31/12/2012 & Current Validity:01/01/2028.

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