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 with health insurance needs of the clients. During the journey, he realized the importance of the concept of asset allocation. He strongly believes that every money that is saved and invested must be linked to life’s event; Dreams.
We are happy to say that we are currently servicing 300 families in various products like life insurance, health insurance, vehicle insurance, home insurance, fixed deposits and Mutual Funds. We are in the process of shifting selected clients to wealth management services which is a fee based service.
In keeping with busy life style of our clients, we offer online services to buy health insurance. We are also registered with National Stock Exchange, Bombay Stock Exchange and Mutual Fund Utilities for their Mutual Fund trading platform.
Through our associates we offer services in family legal matters, tax planning and will making.
Mission and Vision
As a dream planning coach we are on a mission to help a thousand families transform their dreams into reality by guiding them through scientific approach to achieve financial freedom