About Me
We have years of experience helping clients prepare for the unknown while meeting their financial goals. As an independent financial services firm, we can access many different products so you can get the right products and services for you.
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
About Work Experience
Mr. Prateek Patel is a PARTNER with DREAMS. Prior to joining the firm, Prateek worked as an AVP for a Private Bank at Mumbai. He has work experience of more than seven years, handling over Rs. 150cr of AUM (Asset Under Management) for HNI & Ultra HNI customers for the organization.
Mr. Prathamesh Gujar is a PARTNER with DREAMS. Prathamesh has worked as Head of Research for a Private Broking firm. His areas of expertise are Equities and Derivatives together with PMS (Portfolio Management Services), handling mainly for NRI & Ultra HNI clients.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
1 Years
Total work Experience
8 Years
Services and Advisory Offered
Mutual Fund
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Loan Against Property
Property Management Services
Fixed Deposits