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About Us
 

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.