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 goals certain bridge of multiple realities has to be crossed.

I have just STARTED EARNING
I'm thinking of MY CHILD'S FUTURE
I want own a home
I want to FULFILL MY DREAMS
I’m an EARLY INVESTOR
I'm preparing to RETIRE
click to viewFinancial Needs Assessment
Get expert financial advice...
Because expert knows the best

Purchase of any financial products without consulting 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.

PLAN

Get customized advice across
investments, goals, expenses, insurance,
loans, estate planning, and taxes

EXECUTE

Implement your customized advice by
buying all the recommended financial
products on one single platform

MANAGE

Track your journey and review/rebalance
your investments to make sure
they are aligned with your goals

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
Capital Market Fixed Income
Real Estate
PMS Insurance

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.

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Awards

Fund Manager Interview

Mr. Shriram Ramanathan

Mr. Shriram Ramanathan

Mr. Shriram Ramanathan Chief Investment Officer - FIXED INCOME, HSBC Mutual Fund CIO - Fixed Income, overseeing the management of about INR40,000cr… Read More
Mr. Venugopal Manghat

Mr. Venugopal Manghat

Mr. Venugopal Manghat Chief Investment Officer - Equity, HSBC Mutual Fund Venugopal Manghat is the Chief Investment Officer (CIO) - Equity of… Read More
Mr. Vikas Garg

Mr. Vikas Garg

Mr. Vikas Garg Head - Fixed Income India, Invesco Mutual Fund Vikas heads the Fixed Income investment function at Invesco India… Read More
Mr. Taher Badshah

Mr. Taher Badshah

Mr. Taher Badshah Chief Investment Officer - Equity Invesco Mutual Fund Taher has over 30 years of experience in the Indian… Read More
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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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