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
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.

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. Nimesh Chandan

Mr. Nimesh Chandan

Mr. Nimesh Chandan Chief Investment Officer - Equity Bajaj Finserv Nimesh Chandan is an Investment Professional with 22 years of experience Read More
Mr. Nimesh Chandan

Mr. Nimesh Chandan

Mr. Nimesh Chandan Chief Investment Officer - Fixed Income India Bajaj Finserv Nimesh Chandan is an Investment Professional with 22 years Read More
Mr. Rahul Goswami

Mr. Rahul Goswami

Mr. Rahul Goswami Chief Investment Officer & Managing Director - Fixed Income India Franklin Templeton Asset Management (India) Pvt. Ltd. Rahul Goswami Read More
Mr. Janakiraman Rengaraju

Mr. Janakiraman Rengaraju

Mr. Janakiraman Rengaraju Chief Investment Officer - Equity Franklin Templeton Asset Management (India) Pvt. Ltd. Mr. Janakiraman Rengaraju is Chief Investment 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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