PDFS Monthly Newsletter – Wealthwise
Wealthwise is a newsletter published every month. This covers various topics related to personal finance.…
Our Services
It is a mechanism of helping our clients prioritize their financial goals and create an favorable plan to reach them
Insuring for risk associated with Life and Health holds prime importance in everyone's Financial life
Retirement planning is determining retirement income goals and what's needed to achieve those goals
Analysis of a financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible
Individual Clients
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I honestly feel that I am getting the best advice and solutions for all my financial matters. This firm is focused on building personal relationship and helping people in best possible way to get the maximum benefits from investment options.
Yogesh Belekar
I would like to share my heartfelt gratitude to Plan Dreams Financial Solutions for their very welcoming, friendly, professional and personable nature. They worked with integrity to provide us with sound financial advice and guidance. Their up to date expertise in the financial sector has helped them create a trust that is rare to find. We highly recommend Plan Dreams Financial Services and look forward to working for many more years with them.
Padma & Chetan Sonawane
Clinical Data Managers
I really appreciate Vishal's guidance to identify, create and plan our goals perfectly which gave us mental peace. Now we know our future goals and how much to save for each goal. We also appreciate his promptness and suggestion in planning.
Kaushal Bagrodia
Lead Software Engineer
The name of your firm, "Plan dreams" it self serves the purpose of every investor. I appreciate the extra time you spend answering my questions and showing us right path to achieve goal soon and in safe way. I hope, your deep knowledge of the finance will enlighten the life of all other blind investors, who became portfolio handler, overnight with sessions of YouTube.
Prakash Karpe
Project Manager (Automation Industry)
We were earlier investing our money only in FDs or keeping it in savings account, but Mr. Vishal explained us the importance of bifurcating the money into debt and equity. He is very calm, friendly, patient and explains you each and every thing in detail. Initially, we were not even thinking about the financial goals, but he has nicely explained us the need of it and finally created a detailed plan against our goals. I am very much satisfied with his services as well. He is very prompt in responding and always a call away. I would highly recommend Plan Dreams for all financial advices and needs. Thanks a lot Mr. Vishal for planning and securing our financial future.
Tushar & Rinku Khivasara
I highly recommend Plan Dreams Financial Solutions for anyone in need of expert financial guidance. Vishal is incredibly knowledgeable and has a deep understanding of the financial landscape. He takes the time to understand your unique financial situation and provide tailored advice that helps to achieve financial goals. Their services are top-notch, and they always goes above and beyond to ensure that I am fully informed and comfortable with the decisions I make. They are extremely responsive and communicative. Overall, I am extremely satisfied with the services provided by Plan dreams. Thank you, Vishal, for your expert guidance and exceptional service!
Sandeep Bhandari
Technical Project Manager
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“We keep ourselves up to make your dreams come true” – At Plan Dreams FS (as the name suggests), we help our clients planning for their dreams and taking appropriate actions so that they can live their dreams.
We believe that there is a simple and powerful way to help people achieve their goals and to find their version of “Happiness”. And hence, we help our clients living the happiest financial life possible with their money.