About PlanUrDream
Every family carries dreams — a secure home, a child's future, a stress-free retirement. We turn those dreams into clear, trusted financial strategies.
22+
Years of Experience
4
Office Locations
500+
Families Guided
100%
Unbiased Advice
Our Story
Born from a belief that honest financial guidance changes lives
PlanUrDream started with a simple observation — most people don't lack ambition. They lack guidance they can trust. Too often, financial advice is shaped by product commissions rather than client needs.
We built PlanUrDream to be different. Every recommendation is driven purely by what's right for you — your goals, your life stage, your risk comfort.
Today we serve professionals, business owners, young earners, and retirees across Bhubaneswar, Cuttack, Raipur, and Pune — each with unique dreams and challenges. Our role is to educate, empower, and walk beside you as your lifelong financial partner.
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 the knowledge, tools, and guidance needed to make informed financial decisions.
Our Approach
We blend smart tools with personalised advisory to guide, educate, and empower — so you can turn your dreams into a strategy, and your strategy into success.
How we
work with you
From your first call to lifelong financial growth — clear and transparent at every step.
Book a free callUnderstand
30-min callFree Discovery Call
We listen first. No forms, no jargon — a real conversation about your goals, life stage, and what financial success means to you.
Plan
Tailored to youPersonalised Strategy
A comprehensive, goal-based financial plan covering investments, insurance, tax, and every milestone — built around your life.
Implement
Hassle-freeExecute Together
We handle the paperwork, open accounts, and put your strategy into action — with full transparency at every step.
Review & Grow
Lifelong supportOngoing Partnership
Life changes — and your plan should too. Regular reviews and adjustments keep you on track through every market cycle.
Meet the Founders
Satyajeet Das
Certified Financial Planner (CFP®)
Co-Founder & Lead Financial Advisor
AMFI Registered MF & SIF Distributor · IRDAI Licensed
NISM Certified · NCFE Financial Education Trainer
“Smart, honest financial planning can change lives — not just through returns or products, but through clarity, confidence, and the courage to dream.”
With over 22 years of experience across banking, wealth management, financial advisory, and fintech — Satyajeet guides individuals and families to build strategies that last a lifetime.
A CFP®, NCFE-accredited Financial Education Trainer, and AMFI-registered distributor — he has worked with professionals, business owners, young earners, and retirees across four cities, always putting strategy before selling.
Rani Parija
MFC (Master of Finance & Control) · MA Economics
Co-Founder · Ex-Banker (9 Years) · Financial Educator
Writer · Entrepreneur · Homemaker
“Financial freedom isn't just about numbers — it's about confidence. Every woman deserves to understand and own her financial story.”
Rani brings a rare combination of academic depth and lived experience. With 9 years in banking, a Master's in Economics, and a Master of Financial Commerce degree, she understands money from both sides of the desk.
A homemaker, passionate writer, and founder of Housewife's Kitchen — her cloud kitchen venture — Rani embodies the spirit of PlanUrDream: that with the right knowledge and courage, anyone can build something meaningful.
What Sets Us Apart
Our experience, qualifications and client-first philosophy are the foundation of every financial plan we create.
At PlanUrDream, financial planning is more than recommending products. We combine professional expertise, financial education and long-term relationships to help individuals and families make confident financial decisions at every stage of life.
22+ Years of BFSI Experience
Over two decades of leadership across banking, wealth management and financial advisory.
Certified Financial Expertise
CFP®, AMFI Registered Mutual Fund Distributor, NCFE Financial Education Trainer and multiple professional certifications.
Goal-Based Planning
Every recommendation begins with understanding your goals, responsibilities and future aspirations.
Transparent Advice
Simple, honest and client-first guidance with complete transparency.
Financial Education
Helping individuals, families, students and organisations build lifelong financial confidence.
Long-Term Partnership
Supporting clients from their first investment through retirement and legacy planning.
NCFE Certified Financial Education Trainer
Accredited by National Centre for Financial Education (NCFE)Satyajeet Das is a certified Financial Education Trainer (FET) — one of the few advisors in the region accredited by NCFE to deliver structured financial literacy programmes.
These programmes cover practical money management, investment awareness, insurance literacy, digital banking safety, and financial wellbeing — delivered to students, teachers, adults, and community groups across Odisha.
Explore Financial Education →What we stand for
Trust & Transparency
Every recommendation is unbiased and driven by what's best for you — never by commissions.
Strategy Over Selling
We build strategies tailored to your goals. We don't push products.
Integrity & Ethics
Zero-compromise on ethics, compliance, and client confidentiality.
Long-Term Partnership
We stay with you through market cycles, life changes, and every milestone.
Smart Tech, Human Touch
Powerful planning tools combined with personalised human advisory.
Education Before Action
We help clients understand the reasoning behind every recommendation before acting on it.
Where we are
Serving clients across four cities — with the same commitment to clarity and trust.
Bhubaneswar
Odisha
HeadquartersCuttack
Odisha
Branch OfficeRaipur
Chhattisgarh
Registered OfficePune
Maharashtra
Branch OfficeReady to Plan Your Dream?
Let's turn your dreams into a strategy — and your strategy into success.