About Us

DREAMS envisions long-term financial well-being for all individuals and families. In pursuit of this vision, we established the firm in 2018 with the aim of providing solutions to individuals and assisting them in making informed financial decisions.

Our company beliefs and values are well represented in our logo wherein the blue colour expresses stability, integrity, and trust while the green colour symbolises vitality and the arrow emphasises our goal to move forward, scale new heights, and keep up with innovations.

Our clients are our top priority and through our services we work hard towards building long-lasting and significant associations with them.

Our Vision

Our Vision is to to help people realise their DREAMS and make them an informed and digital investor.


Why Choose Us

At DREAMS, Our team of experts pays attention to the every minute details of our clients and works hard to create a winning strategy within the time constraints.

Customised Solution

We understand that each individual is unique, as are their goals, time horizon, and risk tolerance, which is why we provide tailored solutions to you.

Industry Top Picks

With thousands of products to choose from across various AMCs, we bring you the top performing funds in each category.

Diversified Products

We offer almost every financial product to meet your needs, whether it’s for investments or taking out personal or business loans.

Digital Account

To invest and keep track of all of your investments in one place, create a free, lifetime online account for you and your family members.

Our Team

Meet With Professional Team

Meet our team of experts responsible for Planning, Creating, Managing and Executing things.

Prateek Patel

Prateek Patel

Partner, DREAMS

Mr. Prateek Patel is a partner with DREAMS. An MBA graduate, Prateek formerly held the position of Assistant Vice President for a private bank at Mumbai, India before starting this firm. He has work experience of more than ten years, handling over Rs. 150 Crores of AUM (Asset Under Management) for HNI and Ultra-HNI customers for the organisation.

Mr. Prathamesh Gujar is a partner with DREAMS. Prathamesh has worked as Head of Research for a private broking firm. His areas of expertise includes Equities and Derivatives together with PMS (Portfolio Management Services), handling mainly for HNI and NRI (Non-Resident Indian) clients for the organisation.

Prathamesh Gujar

Prathamesh Gujar

Partner, DREAMS