About Founders
CFP Vishal Parakh
CFP
(Founder)
Vishal, an engineering graduate, after having 21 years of corporate experience (in IT) decided to follow his passion and started Plan Dreams Financial Solutions. He is a Certified Financial Planner (CFPCM) and has in-depth knowledge of different aspects of Financial Planning. He is very passionate about helping the clients to understand the importance of financial goals in their lives and having a plan to achieve their dreams. Apart from his Personal Finance expertise, he is a very good singer.
Sachin Mantri
Managing Partner
Sachin is an expert Personal Finance professional who has done his MBA from Pune University. He has more than 10 years of working experience with ICICI Lombard, TATA AIG and has done several AMFI and IRDA certifications. He is an Investment Specialist (from FPSB, India) and have deep understanding of Personal Finance. Apart from being extremely passionate about his work, he believes in giving his bit back to society and is socially very active.
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.
