We have attempted to respond to a few frequently asked questions. Write to us or contact us at the details provided below for additional information.
Frequently Asked Questions
FAQ
General Question
What is financial planning and why is it important?
Financial planning is the process of organising your finances in order to identify your financial needs and objectives, and then making suitable investments to meet those needs or future goals.
How would DREAMS help us in our financial journey?
We firmly believe that each individual requires personalised attention in order to prepare their financial planning. We help in collecting your data and identifying your goals, which allows us to identify the gaps. Later, our team of experts will prepare your plan, discuss it with you, and finally implement it.
How safe is it to invest through your online platform?
For mutual funds transactions whether its purchase or redemption, we use web based order routing system from National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) platforms for superior security.
Investment Related Question
Here are few investment related questions. Write to us or contact us at the details provided below for additional information.
Who should invest in Mutual Funds?
Basis one’s goals whether short term or long term anyone can invest in mutual funds. While selecting any particular mutual fund one should keep an eye on the investment objective, ideal horizon and their risk appetite.
What are the other modes of investment available?
In addition to Mutual Funds, we provide a variety of other investment options, including Corporate Fixed Deposits, NCDs, Alternative Investment Funds, Portfolio Management Services, and more.
Are Corporate FD’s more risky than Bank FD?
In this world, no investment is risk-free, not even your Bank FD. They are undoubtedly less risky than Corporate FD. However, Corporate FD’s provide higher interest rates and the ones with a higher credit rating will give you a higher degree of safety.
Service Related Question
Listed are few service related questions. Write to us or contact us at the details provided below for additional information.
What documents would I need to provide to invest?
For KYC complaint clients we would require PAN Card, Aadhaar Card and a cancel cheque copy together with few other personal details. For non-KYC complaint clients we need to do KYC first via physical or offline mode as per your convenience.
How would I keep a note of all my investments?
Keeping track of all your investments in various asset classes can be a laborious exercise. With DREAMS, you would be provided with a free online account to keep a record of all the investments you have made so far.
How would you help me in keeping my goals intact?
Financial planning is a continuous process rather than a one-time activity. In light of this, we always remind our investors to examine and analyse their investments on a quarterly basis with our team and take necessary action as needed.