About Us
Our Company History
DREAM FUTURE PLANNER (DFP) is an independent investment management firm focusing on giving personalized solutions to our clients.
We are humbled by the magnitude of the responsibility we carry and realise the lives that are associated with us are very valuable indeed.
Though this journey started over a decade ago, we are still conscious of the fact that, while financial services may be a business for us, being part of thousands of lives every day for the past 20 years has been a process called TRUST.
22
YEARS +
Experience
arup das
Founder & CEO
Out of his 22 years Agency Career (as LICI Agent), he make 19 Century continuously from 2006, LIC of INDIA honoured him as ‘SHATAKVIR’.
He also achieved International dignity as Million DOLLAR Round Table (MDRT) Agent, since 2020. MDRT(USA) organisation acknowledged him ‘Future Life & Investment Advisor(FLIA)’
Recently he got the ‘INTERNATIONAL QUALITY AWARD’ Platinum 2023 Certificate from LIMRA (Life Insurance Marketing & Research Association) due to his Serving as a Trusted Source of Knowledge.
Objectives of DFP
Spread Life Insurance & Health Insurance widely and in particular to the rural areas and to the socially and economically backward classes with a view to reaching all insurable persons in the country and providing them adequate financial cover against medical emergency or death at a reasonable cost.
Maximize mobilization of people’s savings by making investment in market-linked or insurance-linked savings adequately attractive. Meet the various needs of the community that would arise in the changing social and economic environment.
We prioritize short & long-term goals and thoughtful investing, offering services like portfolio management, asset allocation, wealth planning, etc.
Our Mission
"Ensure and enhance the quality of life of people through financial security by providing products and services of aspired attributes with competitive returns, and by rendering resources for economic development.
Our Vision
DREAM FUTURE PLANNER with a simple vision: to build a client-first investment firm. Today, our colleagues are privileged to serve an inspiring group of individuals, families.
Why Choose Us
COMPANY EXPERTISE
Our Company's Achievements & Values
Awards & Achievements
MDRT Award
Out of our 22 years Agency career, we achieved International dignity as Million DOLLAR Round Table (MDRT) Agent, since 2020. MDRT(USA) organisation acknowledged us ‘Future Life & Investment Advisor(FLIA)
INTERNATIONAL QUALITY AWARD
Recently we got the ‘INTERNATIONAL QUALITY AWARD’ Platinum 2023 Certificate from LIMRA (Life Insurance Marketing & Research Association) due to his Serving as a Trusted Source of Knowledge.
SHATAKVIR Award
Out of our 22 years Agency Career (as LICI Agent), we make 19 Century continuously from 2006, LIC of INDIA honoured us as ‘SHATAKVIR’.