What We Do?
Build Wealth
We suggest Right Investment Product for You based on your needs.
Save Tax
We help you to grow your money free of Tax.
Zero Fees
No hidden charges. We earn a small fee from the mutual fund companies for the services we provide.
Better Investments
Better investments for your needs with reasonable returns.
How We Work?
Book a Free Consultation Session
Talk to Certified Financial Planners
Decide How Much to Invest
Decide your future financial Goals. We will help you to achieve your Goals, however big or crazy they are.
Review Your Portfolio Regularly
We will help you to analyze and review your portfolio regularly.
Why DREAMLIZE?
Plan Designed with Your Goals in Mind
We design your financial with your Goals in Mind, so that you can achieve your Goals on time.
Funds selected by Experts
We select the best-suited funds for you.
Regular Updates
We analyze your portfolio regularly & keep you updated about your investments.
Cost-effective Advisory
Like all distributors, we get a small recurring fee from your investments via the Mutual Fund company. You don’t pay anything directly.
Dedicated Wealth Advisor
Dedicated Wealth Advisor exclusively for you.
Bank-grade Security
Your money goes directly from your account to the Mutual Fund Account. Dreamlize just manages the transactions on your behalf.
The professional approach, commitment towards Quality & Ethical values followed is commendable. Liked the transparency in financial planning and executing so smoothly. Good work. Keep it up! I am happy to be your client.
AnushaI have found the service is really good. Their mutual fund online transaction platform and portfolio tracker tool is brilliant. I personally recommend to people who want to transact MF online.
PraveenMutual Fund Partners
