About Founders
CFP Vishal Parakh
CFP
(Founder)
Vishal, an engineering graduate with over 21 years of experience in the Information Technology industry, chose to pursue his passion for Personal Finance and founded Plan Dreams Financial Solutions. He is a Certified Financial Planner (CFP®) with deep expertise across various areas of Financial Planning. Vishal is passionate about helping individuals understand the importance of financial goals and guiding them toward achieving their dreams. His mission is to empower at least 1,000 people to achieve financial freedom. Himself being NRI in the past, he not only understands the requirements but also the pain points of NRIs. He possesses wealth of experience in working with NRI clients and has completed certification in NRI Practice Management, Award in International Wealth Management and Global Wealth Management. Beyond his professional interests, Vishal is also a good singer.
Sachin Mantri
Founder
With over a decade of corporate experience in India’s leading financial institutions—including ICICI and the Tata Group—Sachin Mantri brings deep expertise and strategic insight to the world of personal finance and wealth management. His corporate journey has shaped a strong foundation in financial analysis and long-term strategic planning. Sachin is a certified Investment Planning Specialist, Risk Planning Specialist, and Retirement Planning Specialist from the Financial Planning Standards Board (FPSB). His qualifications also include a prestigious Certification in International Wealth Management, enabling him to advise clients with a global perspective and world-class standards. Over the years, he has been recognised for his ability to craft personalised financial solutions that balance growth, security, and long-term stability. His approach is rooted in ethics, transparency, and a deep commitment to offering genuine, client-centric financial guidance.
Pradnya Parakh
Business Development Lead
Pradnya has done her Licentiate certification in general insurance and has experience of working in the Insurance industry. She is also AMFI certified Mutual Fund distributor. Having a good background in Insurance and Investments, she helps clients from Investment Planning and Risk Planning perspective. She is also a certified yoga trainer who also wants the clients to be disciplined in financial matters too.
