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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...
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.
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.
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....
Some policies have made some progress in terms of taking mental healthcare in the ambit of insurance by covering up to 25 percent of the sum insured in case of hospitalization.
With claims rising, low-ticket schemes prove expensive. Read to know more.
For the past one and a half years, COVID 19 is the biggest challenge in front of the human race. Read to know more
When a devastating second wave of the pandemic peaked in India during April and May, the number of people aged between 25 and 35 buying term insurance was 30 percent higher than in the previous three months combined.
Good quarterly results, positive earnings growth outlook and declining Covid cases after the second wave are prompting investors to enter the equity market again.
It is mandatory to link Aadhaar to your PAN, on or before June 30, 2021. Fresh investments or redemptions will be prohibited.
‘IRDAI not in favour of such a move; the focus now is to clear claims’