Who We Are
We combine expert advice with transparent, personalized strategies to help you make confident decisions. Our goal is to turn your dreams into a strategy, and your strategy into lifelong financial success.
PlanUrDream was built with a simple belief — that smart, honest financial planning can change lives. Not just through returns or products, but through clarity, confidence, and the courage to dream.
We guide individuals and families — professionals, business owners, young earners, retirees — each with unique dreams and challenges. Our role is to educate, empower, and walk beside you as your lifelong financial partner.
Why Choose Us
People don't lack ambition; they lack guidance they can trust. That gap inspired us to create PlanUrDream — your partner in turning dreams into reality.
- ✓Personalized, goal-based financial planning
- ✓Complete advisory under one umbrella
- ✓Research-driven recommendations
- ✓Regular reviews & progress tracking
- ✓Convenience, clarity, and confidence
What We Do
Our Vision
To inspire people to dream with hope and plan wisely — and to stand by them with guidance that turns those dreams into lasting success.
Our Mission
To empower individuals and families with knowledge, tools, and guidance needed to make informed financial decisions and build a stable, prosperous future.
Our Approach
We blend smart tools with personalized advisory to guide, educate, and empower — so you can turn your dreams into a strategy, and your strategy into success.
What We Stand For
Trust & Transparency
Every recommendation is unbiased and driven by what's best for you.
Strategy Over Selling
We build strategies tailored to your goals, not push products.
Integrity & Ethics
Zero-compromise approach on ethics, compliance, and confidentiality.
Long-Term Partnership
We stay with you through market cycles and life events.
Smart Technology, Human Touch
We blend smart tools with personalized advisory.
Meet Our Founder
Satyajeet Das, CFP
AMFI Registered Mutual Fund & SIF Distributor | IRDAI Licensed Insurance Advisor | NISM Certified Retirement Advisor
"PlanUrDream was built with a simple belief — that smart, honest financial planning can change lives. Not just through returns or products, but through clarity, confidence, and the courage to dream."
Over the years I've guided individuals and families — professionals, business owners, young earners, retirees — each with unique dreams and challenges. People don't lack ambition; they lack guidance they can trust. That gap inspired me to start PlanUrDream.
Our role is to educate, empower, and walk beside you as your lifelong financial partner.
Ready to Plan Your Dream?
Let's turn your dreams into a strategy, and your strategy into success.