Services
Wealth creation and family protection
We help families in India and NRIs abroad turn life goals into disciplined mutual fund investment plans, with honesty, transparency and long-term care.
What we help you achieve
Solutions for each stage of life
NRI Investments in India
Invest in Indian mutual funds from abroad through NRE and NRO routes, with KYC and FATCA compliance in order. Investments are structured in line with current NRI tax rules and coordinated with your Chartered Accountant.
Goal-based Mutual Fund Investing
A child's education, a home, a wedding, wealth creation: each goal gets its own timeline, risk level and fund mix.
Retirement Investment Planning
Build your retirement corpus steadily, then plan a reliable income stream from it.
Returning to India
Moving back takes planning years ahead. We help you transition your investments, update your residential status with fund houses, and align your portfolio with your new life, working alongside your CA on the tax side.
Family Protection Review
We assess how much life and health cover your family needs and identify the gaps, so your investment plan is not derailed by the unexpected.
How we deliver it
Trusted, transparent offerings
Mutual Fund Investments
New portfolio creation and review of existing portfolios, including portfolio health checks and rebalancing.
SIP Investments
Systematic Investment Plans (monthly, weekly or daily) to build wealth with discipline.
Regular Income Planning
Systematic Withdrawal Plans that provide a steady monthly or quarterly income from your investments.
Insurance Needs Assessment
We work out the right level of life (term) and health cover for your family. Policies are bought directly from licensed insurers.
Dreemz Wealth is an AMFI-registered Mutual Fund Distributor (ARN-359001). Insurance assessments are for guidance, and policies are purchased directly from IRDAI-licensed insurers or intermediaries. Tax-related matters should be confirmed with a qualified Chartered Accountant.