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Mutual Funds - Dream Funds - Mutual Fund Advisor - Financial Planner - Dream Big, Invest Smart with Dream Funds

Mutual Funds

A mutual fund is a type of investment vehicle that pools money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities.

Loan Against Mutual Funds - Dream Funds - Mutual Fund Advisor - Financial Planner - Dream Big, Invest Smart with Dream Funds

Loan Against MF

A Loan Against Mutual Fund (LAMF) is a financial product that allows investors to borrow money against the value of their mutual fund holdings.

Retirement Plans (NPS) - Dream Funds - Mutual Fund Advisor - Financial Planner - Dream Big, Invest Smart with Dream Funds

Retirement Plans (NPS)

The National Pension System (NPS) is a voluntary, long-term retirement savings scheme designed to enable systematic savings to provide financial security during old age.

Corporate FD - Dream Funds - Mutual Fund Advisor - Financial Planner - Dream Big, Invest Smart with Dream Funds

Corporate FD

A Corporate Fixed Deposit (FD) is a type of fixed-term deposit offered by non-banking financial companies or corporate entities. These fixed deposits are similar to regular fixed deposits provided by banks but are issued by companies to raise funds.

PMS ( Portfolio  management system ) - Dream Funds - Mutual Fund Advisor - Financial Planner - Dream Big, Invest Smart with Dream Funds

PMS

Portfolio Management Service (PMS), which is a customized investment service offered by financial institutions to cater to the specific investment objectives of high-net-worth individuals (HNIs) or institutional investors.

Equity and ETF's - Dream Funds - Mutual Fund Advisor - Financial Planner - Dream Big, Invest Smart with Dream Funds

Equity and ETFS

Equity and Exchange-Traded Funds (ETFs) are both types of financial instruments that provide exposure to the stock market, allowing investors to participate in the performance of a basket of stocks.

Health insurance  - Dream Funds - Mutual Fund Advisor - Financial Planner - Insurance Agent - Dream Big, Invest Smart with Dream Funds

Health Insurance

Health insurance is a type of coverage that pays for medical and surgical expenses incurred by the insured. It provides financial protection to individuals or families in case of unexpected medical expenses, helping to cover the costs of healthcare services, medications, and other medical treatments.

Life Insurance - Dream Funds - Mutual Fund Advisor - Financial Planner - Dream Big, Invest Smart with Dream Funds - Insurance Agent

Life Insurance

Life insurance is a financial product that provides a lump-sum payment, known as the death benefit, to the designated upon the death of the insured person. This type of insurance is designed to provide financial protection & support to the policyholder’s dependents in the event of the insured’s death.

Motor Insurance - Dream Funds - Mutual Fund Advisor - Financial Planner - Dream Big, Invest Smart with Dream Funds - Insurance Agent

Motor Insurance

Motor insurance, commonly known as auto insurance or car insurance, is a type of insurance policy that provides financial protection against the risks associated with owning and operating a motor vehicle.Motor insurance is mandatory in many countries to legally operate a vehicle on public roads.