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*

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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....


  • Thursday, February 18, 2021
    Term cover costs set to go up as reinsurers hike life rates

    Indian life insurance companies are set to hike premiums for their term plans after several reinsurers increased rates for underwriting portfolios of these pure-protection covers.

  • Tuesday, February 16, 2021
    EPF interest in tax net: Where should high-income earners invest for retirement now?

    Employees earning high salaries can opt for a mix of EPF, PPF and NPS to optimize returns

  • Monday, February 15, 2021
    Life insurance: Get ready for index-linked insurance plans

    Irdai panel says index-linked insurance plans can be an alternative to or complement conventional guaranteed products and Ulips, given the volatile investment markets and stressed interest rates.

  • Friday, February 12, 2021
    ULIP Taxation Rules As Per Budget 2021

    ULIP or unit linked insurance plans are meant to serve two financial goals i.e. insurance and wealth creation. Read to know more.

  • Friday, February 12, 2021
    Beware! Don’t buy motor insurance from this company; IRDAI sounds alarm

    The Insurance Regulatory and Development Authority of India has issued against dealing with a Bangalore-based entity - ’Digital National Motor Insurance’.

  • Thursday, February 11, 2021
    You can soon use Digilocker to store your insurance policies

    Digilocker is a ’digital locker app’ for citizens to securely save copies of all their documents in their mobile phones. Google/Apple Play/ App store allows users to download it easily.

  • Tuesday, February 09, 2021
    What is IRDA`s Saral Pension Plan?

    Learn more about Saral Pension Plan


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