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, October 26, 2020
    IRDAI proposes changes in insurance advertisement regulations

    IRDAI (Insurance Advertisements and Disclosure) Regulations, 2000 were notified in 2000 Two minor amendments were effected in 2010 and 2015, respectively.

  • Monday, October 26, 2020
    Mental illness has to be a big part of insurance policies

    The first issue is that the mentally ill find it difficult to buy health insurance, even in minor conditions This leaves them uncovered even for physical illnesses

  • Friday, October 23, 2020
    IRDAI issues guidelines for insurers for settlement of claims of flood victims this month

    IRDAI said that district-level Nodal officer may be appointed in each affected district to liaise with DM/District Administration.

  • Friday, October 23, 2020
    IRDAI issues guidelines for insurers for settlement of claims of flood victims this month

    IRDAI said that district-level Nodal officer may be appointed in each affected district to liaise with DM/District Administration.

  • Thursday, October 22, 2020
    New age health insurance plans to increase fitness levels amongst consumers

    IRDAI has directed all life, general and specialised health insurers to include features and benefits in their health insurance plans that drive policyholders towards maintaining a good health.

  • Thursday, October 22, 2020
    LIC launches New Jeevan Shanti deferred annuity plan

    The annuity rates are guaranteed at the inception of the policy and annuities are payable post deferment period throughout the life time of annuitants.

  • 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.

TESTIMONIALS

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