ABOUT US
At Dream Big Wealth we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from 2017. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do. Currently we are handling more than 200 customers in India.
We have established ourselves as a dependable and expert group as far as insurance and investments are concerned. We offer personalised mutual funds, Life insurance , Health insurance and Fixed deposits services as we strongly believe that like you, your financial needs and aspirations are also unique and that needs to be addressed correctly.
OUR SERVICES
CLIENT TESTIMONIALS
I got in touch with Kunal couple of years back. I appreciate him for the kind of service he is rendering, I have seen my investments growing .I appreciate the extra time and effort he takes to understand my goals , my need and answering all my questions.
NIkhil Sanghvi
Proprietor - Poonam Reality
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Advisor, Kunal had this and more. His professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend his services whenever possible.My experience with him as been very good and my best wishes for his future endeavors.
Dr Tilak Dedhia
MBBS , MD
While I have know him personally through 3YEARS, his service is of great professional standards. He’s been a great mentor to me & my loved ones, always guiding us right. Very knowledgeable & always keeps us informed with new market practices & how we can improve constantly. He understands our mindset personally to bring out the best suitable plan for us that will help in at different stages of life, helping us also visualize what we will have at a certain period of time. i wish him and his company all d very best.
Forum Amit Shah
Digital creator
Dream Big was introduced by my friend , when I met Kunal the first time i actually knew nothing about mutual funds & markets. But he has literally guided me about the SIP's & suggested me the best funds to invest. It's been 4 years I m investing and now I have good amount of lumpsum fund under my portfolio. I am sure Kunal And his Company "Dream Big" will surely help us in achieving our dreams by smart investments.
Manish Lamba
Tax Consultant - Deloitte Haskins & Sells LLP
My approach towards investment completely changed once I spoke to Kunal, relying on his strategic approach towards asset allocation helped me to get good returns on my investment with lower risk on my investment. Dream Big is helping me to determine my long term and short term goals and create a balanced plan to meet my present as well as future needs.Kunal’s Advice = High returns + with low risk
Manish Lamba
Chief operation officer - Thriive India
I know Kunal personally and he has been an excellent source of guidance on managing my personal wealth by completely understanding my goals and synchronizing the investments accordingly. He also provides robust infrastructure with quick turnaround on all sorts of data requests, queries and reports.I wish him best in all the endeavor.
Upen Shah
Proprietor - ROYAL IMPEX
KNOWLEDGE AND LEARNING
Educational Video
Educational Video
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