ABOUT US

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

Why Us

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Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...

  • 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

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 Funds85%
Capital Market80%
Fixed Income90%
Real Estate95%
PMS95%
Insurance95%

Client Services

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk

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.
Read More

E Wealth Account
MARS

OUR TEAM

Management:
Mr. Shreeniwas

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.

 
Ms. Radhika
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.
 

 

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