A dream is a wish your heart makes.............. Walt Disney
We enter this world as a part of someone’s dream. We live a life full of dreams. Right from childhood till the end of life journey. We continue to dream not only for us but for our loved ones; even for the next generation.
‘Plan your dreams’ is your financial advisory in planning dreams for your family.
How about planning your dreams?
We help you to plan your DREAMS......... and secure them too.
We have various dreams like children education, marriage, our own retirement and also estate planning to ensure smooth transfer of property to our children. All these dreams are to be guarded against two major spoilers. Inflation eating into your returns and possibility of interest rates going down in future.
‘Plan your dreams’ is not only in investment advisory but we begin the process with advising you how and where to save. Please check with us for counselling on unique concept called ‘Home Private Limited’.
About us :
Shreeniwas P Gadiyar (Abhay to friends) is Commerce and Law graduate of Mumbai University with more than twenty years of corporate working experience.
Shreeniwas is Honorary Secretary of Professional Life Underwriters Guild, Mumbai.
Shreeniwas is Mutual Fund Advisor and directly empanneled with major Mutual Funds. We offer you totally paperless online service to deal in mutual funds.
Radhika S Gadiyar is Commerce graduate of Mumbai University. She has worked with leading PSU in General Insurance industry.
In 2008 we started the Savings and Investment consulting. While Shreeniwas handles the advisory portion, Radhika handles the back office where in addition to premium reminders, we maintain soft copies of all your data plus documents. Radhika is the support person in case of claims of hospitalisation under Mediclaim policy. She can be reached on 9323959433.
Together we represent LIC of India, The New India Assurance Co. Ltd., Star Health & Allied Insurance Co. Ltd. and Cigna TTK Health Insurance Co. Ltd.
Our advisory process :
We meet families to understand their long term goals and desires. After undergoing your current savings and investment, we plan out route to realise your dreams of children’s higher education, marriage and your retirement planning. This process involves allocations of your savings into various assets. Additionally, we conduct sessions for small groups of employees to make their understand savings and investment process. Our advisory process includes estate planning by making of will for smooth transfer of your hard earned assets to next generation.
On the basis of performance during calendar year 2013, Shreeniwas had qualified for Million Dollar Round Table (MDRT) 2014. This annual conference of MDRT 2014 was held from 8th to 11th June, 2014 at Toronto Canada.
What is MDRT?
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of more than 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 74 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
We are volunteers of Vidyadaan Sahayyak Mandal, Thane. It is a registered NGO working in field of education for needy and eligible students from economically weaker sections of society. To know more visit www.vsmthane.org
Come........ Let us plan your dreams...... and secure them too !!!!