Sanjeev Kumar | Dreamz Financial Planners

About

Dreamz Financial Consultants is providing investment management services & financial acvice to the clients for last 23 years. We currently have * Multi crores in assets under management ( AUM ) * over 1000 clients with diverse background from NRIs, Doctors, Senior citizens , Young entrepreneurs & employees of various Govt. & non govt. organizations . We offer various financial products like MF, Life Insurance, Health Insurance, Bonds, Fixed deposits, Annuity products etc. Our aim is to assist our clients whom we consider as our extended family , in identifying their financial goalsand help them to achieve their financial dreams.

Practice at a glance

21

Years of Experience

1050

Families Served

₹80

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Sanjeev Agarwal .

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check