Dream Horizon is a concept
started with a vision to change the existing definitions set by the
contemporary financial service providers. It believes in understanding
the myriad financial requirements of the retail customers and to provide
customized solutions. It is a financial solutions hub which is equipped
to provide professional advisory services to all its investors on
various avenues of investment. This professionally organized enterprise
got established in October 2005.
Company’s
Vision:
Dream Horizon aspires to be the pioneer in financial
solutions, distribution and portfolio management services.
To realize this aspiration we have created a team
of professional sales staff, who are diligently involved in approaching
the prospective investors to provide solutions for their financial
needs with a strong back office support and a customer friendly
staff, fully dedicated for after sales service. The company has
also equipped itself with latest software that has been installed
to provide our customers with latest updates for their investments,
portfolio management and research analysis. Further the company
is planning to have the professional team exclusively dedicated
for research work.
The organization is also on an expansion spree
across the country with branches at strategic locations. Currently
this concern is directly dealing with best asset management companies,
and providing with the best plans from different Life Insurance
companies. The company aspires to offer a wide range of lucrative
investment instruments and avenues to all its esteemed customers.
To materialize the same we are enthusiastically engaged in searching
for strategic partners in fulfilling this endeavor.
Presence
Currently we cater our financial advisory services
from two different locations i.e. Delhi, Delhi NCR and UK with two
functional branch offices and a corporate office. The Company is
also planning to open more branches in the days to follow.
Products in its portfolio
- Mutual Funds (of all Leading AMC)
- Life Insurance
- Portfolio Management Services
- Bonds
- IPO’s
- General Insurance
(Marine, Health, Building, Inventory, Group, Vehicle)
- Real Estate
- Funding on your Investments
- Buy/Sell Old share certificates
Products to be added in current portfolio
The services we are providing :
- Portfolio Management Services,
- Timely advice for your investments,
- Sending research articles periodically,
- Door step service,
- Personalized portfolio tracking,
- Conducts sessions for market awareness*,
- Help in filing Tax Return, and
- Help in getting PAN
card.
We at Dream Horizon don’t charge anything
for the above mentioned services and still we try to give our clients
not the better but the best services in industry.
The organization is in its initial stages to create
space in the industry and is enthusiastically looking for strategic
partners in this venture to create a place where the customer can
come and seek the solutions for all his financial needs. Although
Dream Horizon is primarily focusing on the retail segment and also
has a dedicated team for catering the financial requirements for
HNI and Corporate too.
Team DH
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