DreamNRealise focuses on providing customized wealth advisory services to individuals and corporate based on their specific needs. We offer bespoke solutions through an open-architecture platform and oversee investments in a comprehensive manner.

DreamNRealise Risk Approach

We take pride in offering a wide array of products, services, and investment options through a single point contact.

We have some unique advantages, which emerge out of a combination of its structured approach to Wealth Management and high calibre management team who have a combined capital market experience of over 30 years.

We are a neutral advisor as we are not affiliated to any product partner, thus giving you a honest and unbiased advice at all times.

All our investment recommendations are backed by intense research and tailor-made for you as bespoke solutions by us.

Our Strategic Asset Allocation framework takes into account your unique environments and financial personality for recommending an asset allocation specific to your needs.

We have an open-architecture at 2 levels – Asset class level and Product level:

Offering choice of investing across all asset classes.COMPREHENSIVE
Offering choice of multiple products from different product providers under each asset class.EXTENSIVE
We closely track the historical performance across asset classes, asset sub- classes and product providers to identify, evaluate and recommend third party investment products. Our comprehensive analysis determines truly exceptional performers to be added to your portfolio.

We offer a completely transparent pricing approach, which prevents pushing of any product into your portfolio.