Dreams Financial Consultancy was founded with a clear vision to help individuals and businesses make informed financial decisions and build sustainable, long-term wealth. The firm is led by Mr. Prateek Patel and Mr. Prathamesh Gujar, two seasoned finance professionals who bring decades of combined industry experience and deep market insight.
Mr. Prateek Patel, an MBA graduate, is a Partner at Dreams Finco. Prior to co-founding the firm, he served as Assistant Vice President at a leading private bank in Mumbai. With over 15 years of experience in wealth management and financial advisory, he has successfully managed more than ₹250 Crores of Assets Under Management (AUM) for HNI and Ultra-HNI clients. His expertise lies in understanding complex financial needs and delivering structured, goal-oriented solutions.
Mr. Prathamesh Gujar, also a Partner at Dreams Finco, brings over 18 years of experience in the financial markets. He has previously worked as Head of Research at a private broking firm and specializes in Equities, Derivatives, and Portfolio Management Services (PMS). He has extensive experience managing portfolios for HNI and NRI clients, with a strong focus on research-driven investment strategies and disciplined execution.
Before establishing Dreams Financial Consultancy, both partners spent several years working closely with diverse clients, managing complex portfolios, and gaining first-hand insight into the financial challenges faced by individuals, entrepreneurs, and growing businesses. This experience shaped the firm’s client first philosophy and its commitment to customized financial solutions.
What truly sets Dreams Financial Consultancy apart is its focus on personalized financial strategies rather than one-size fits all approaches. The firm offers comprehensive services ranging from long term wealth creation and investment planning to personal and business financial consulting, ensuring every strategy aligns with the client’s unique goals.
Over time, Dreams Finco has built strong, long-standing relationships with high value clients who trust the firm not only for performance, but also for clarity, transparency, and ethical advisory practices. Its growing client base reflects consistent results, professional integrity, and disciplined financial planning.
From experience to execution, Dreams Financial Consultancy remains committed to helping clients grow, protect, and manage their wealth with confidence.
