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.

We are in times of constant changing financial market and hence investors need a Qualified, Trained and Unbiased professional to help them in achieving their short term and long term financial goals. With our decades of experience in this field, at Plan Dreams FS, we are providing end-to-end personalized investment management services, which includes planning, advisory, execution and monitoring. We offer the full range of financial services and products to enhance wealth of our clients and achieve their financial goals.

We believe in close interaction with clients to understand their needs & expectations and then offer them products that best serve them, keeping in mind their risk appetite. We value long term, mutually satisfying relationships. We believe that the quality of our services, more than anything else, will act as a firm foundation for such associations.

The 4 strong pillars of quality of our services are:
Professional approach towards providing services to our clients
Commitment to create an investment discipline among our clients
Process based approach for accumulating, protecting and growing our clients’ wealth by optimizing the return per unit of risk taken by our clients.
Technology based services for our clients to effectively transact and monitor the investment.