PDFS Monthly Newsletter – Wealthwise
Wealthwise is a newsletter published every month. This covers various topics related to personal finance.…
Our Services
Insuring for risk associated with Life and Health holds prime importance in everyone's Financial life
Analysis of a financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible
Investing in India offers compelling benefits, making it an attractive destination for Non-Resident Indians (NRIs) in each NRI.
Corporates need investment services for a variety of reasons that contribute to their overall growth.
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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AMFI Registered Mutual Fund Distributor & SIF Distributor
ARN-131516 | Initial Registration Date: 28-10-17 | Current Validity: 27-10-26
AMFI Registered Mutual Fund Distributor
AMFI Registered Mutual Fund Distributor
ARN-257114 | Initial Registration Date: 23-09-22 | Current Validity: 22-09-28
ARN-159338 | Initial Registration Date: 12-01-19 | Current Validity: 11-01-28
ARN-123197 | Initial Registration Date: 01-07-17 | Current Validity: 30-Jun-26
APMI Registered PMS Distributor
APRN01315 | Initial Registration Date: 01-08-23 | Current Validity: 31-07-29
Grievance Officer- Mr. Vishal Parakh | Mob : +91 9604553165 | Email : vishal@plandreams.in
Risk Factors – Investments in Mutual Funds and Specialized Investment Funds (SIFs) are subject to market risks. Please read all scheme-related documents carefully before investing. Mutual Fund Schemes and SIFs do not assure or guarantee any returns, and past performance may or may not be sustained in the future. There is no assurance that the investment objective of any scheme will be achieved. Investors are advised to evaluate applicable exit loads, expenses, and other costs before investing. Investments in SIFs are subject to eligibility and minimum investment requirements prescribed by SEBI/AMFI from time to time and involve relatively higher risks, including potential loss of capital, liquidity risk, and market volatility. We deal only in Regular Plans of Mutual Fund Schemes and earn trail commission on client investments, which is disclosed at the time of investment. Direct Plans are available to investors with lower expense ratios; however, we do not deal in Direct Plans and do not earn any commission from them.
Insurance Disclaimer- Insurance is the subject matter of solicitation. The information provided on this website is for general informational purposes only and does not constitute insurance advice. Please read the policy terms, conditions, sales brochure, and exclusions carefully before concluding a sale. Plandream Financial Solutions acts as a corporate agent/distributor and does not underwrite the risk or act as an insurer.
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