Your Trusted Personal Wealth Advisor

We suggest Right Investment Product for Your need.

Best Independent Financial Distributor

We distribute all financial products.

Certified Financial Planner

We are team of CFP’s help you to achieve your goals.

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.

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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.

Anusha

Software Engineer, Infosys, Chennai

I 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.

Praveen

Cognizant - Mumbai

Mutual Fund Partners