OUR SERVICES
WHO WE ARE
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 two decades 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.
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.
What We Do
- We provide all type non-life individual Investment plan in Public & Private sectors like,
- 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 PRODUCTS
1. Investment Plans
We provide all type non-life individual Investment plan in Public & Private sectors like
PUBLIC PROVIDENT FUND (PPF)
We help our Clients to open this Nationalized Investment Scheme & they earn compounding rate of interest in their PPF Investment.
RECURRING DEPOSIT (RD)
We help our customers to open RD account for their desired period in their choiceable Bank.
FIXED DEPOSIT (FD)
We guide to our clients to invest in Fixed Deposit at any Investment Sector of India.
SYSTEMETIC INVESTMENT PLAN (SIP)
We help our customer's to Invest in this market linked systematically regular basis Investment with flexible encashment of fund.
MUTUAL FUND (MF)
We guide to our customers to invest in Mutual Fund in different caps as per their Investment portfolio.
STOCK TRADING
We suggest to our customers to Purchase or Sale of Stock by the market analysis of our expertise.
2. Insurance Plans
Here in Dreamfutureplanner we provide all type of life non-life Insurance plans
Life Insurance
We provide all type of Life Insurance (Registered under IRDA) plans for Individual purpose. Corporate purpose like ‘Key man Insurance’, ‘Employer-Employee Insurance’, ’Partnership Insurance’, ‘Group Gratuity Scheme”, ‘HUF Insurance’, ‘Insurance under MWP Act.’ etc.
Non-Life Insurance
We provide all type of Non-life Insurance (Registered under IRDA) like ‘House property, Car, Machineries, Fire Insurance etc.
Medical Insurance
We also provide Medical Insurance, Health Insurance and Personal Accidental Insurance for Individual and Corporate purpose.
3. Concept Plans with Guarantee
Our speciality, we analyzed stages of life by our expert life advisors and suggest to clients with Guarantee different concept of life. Most popular among of them are
BAL VIDYA SCHOLORSHIP CONCEPT
This concept has taken the liabilities of all academic study expenses of New Born Child from age 10 to 26 with Guarantee by Bond.
ATYMA-NIRBHAR CONCEPT
This concept helps to a Youth to stand on her/his feet to build a new Enterprise
SUKANYA CONCEPT
This concept is a complete package Gift to a Girl Child by parents ; this concept assured Education to Pension (including fund of Marriage) of the Girl child.
ATYMA-SANMAN CONCEPT
This concept helps clients to keep the dignity & financial earning ability at the age of seniority.
E-PROPERTY CONCEPT
This is Tax, Duty & Maintenance free, appreciable Asset value based concept.
JAJABOR CONCEPT
This concept for those, who are thirsty to see the World
4. Our Services
We provide our Customers/Clients all type of services (free/paid) related to financial matters. Major of them are
We provide service to settled Death or Maturity claim of Life Insurance and Health Insurance claim or Mediclaim also settled by our expert service providers.
We provide our customers Investment Calendar for payment of their installment of Investment in schedule date & time.
Time to time, we provide the information about Profit/Gain/Bonus against Investment of our customers.
To get Tax benefit against the Investment of our customers, we provide soft and hard copy once in a year.
We provide special free service to all for change of address and nomination in the Investment documents.
We provide special paid service to all for Loan/Advance against the Investment documents.
We also provide NEFT/NACH document updates for our client.