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
Why Us
- Complete online advice using video calls
- Online sales process. Minimum paperwork
- Inflation-proof retirement planning with proper asset allocations.
- Annual Review of Investments.
- Strong after-sales support.
Our Timeline
The Present
- We are happy to say that we currently serve more than 300 families in various products like life insurance, health insurance, vehicle insurance, home insurance, fixed deposits, and Mutual Funds.
- We are shifting selected clients to personalized consulting services, which is a chargeable service.
- In maintaining pace with our clients' busy lifestyles, 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.
2024
2008
The Beginning
- Plan Your Dreams is a Financial advisory, initiated by Shreeniwas & Radhika Gadiyar in 2008.
- Initially, in 2002, they started a recruitment platform for the middle management level.
- In 2008, they felt that many people changed their jobs after 2 or 3 years, just because they received a hike in salary.
- However, in reality, the salary was sufficient. It was a lack of financial planning due to the absence of guidance. It was an impulse to start Plan Your Dreams.
- Initially, it was a Mutual Fund distributorship and Life Insurance advisory. After that, the focus was general insurance license, mainly to deal with the clients' health insurance needs.
Our Products
Client Services
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.
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OUR TEAM
Management: | |
Mr. Shreeniwas |
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Mr. Shreeniwas has experience in company secretarial, corporate finance, and legal fields. He is an internationally acclaimed, qualified financial advisor. After twenty plus years in Company Secretarial, Legal and long term finance with professionally managed corporates, Shreeniwas Gadiyar is strategic Investments advisor since January 2008. We advice on short, medium and long term goals of financing for all generations including millennials. Our goal is to design inflation proof dreams. |
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Ms. Radhika |
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Radhika has experience of working in Public Sector Insurance giant. While Shreeniwas looks after advisory, Radhika with the help of staff member helps in servicing. She looks after renewals, claim settlement and other servicing of insurance. | |