dreamlifeadvisory

About Us

I’m Subhra Kanti Das, the CEO of DreamLife Advisory, and I’m thrilled to have you visit our platform. DreamLife Advisory was founded on a singular vision: to empower individuals and businesses to achieve their financial dreams through strategic, personalized investment solutions. In today’s fast-changing financial landscape, the right guidance and expertise can make all the difference in securing your future.

At DreamLife, we understand that every client’s financial journey is unique. That’s why we offer a range of services designed to cater to individual goals and aspirations, whether you’re looking to grow your wealth, secure your retirement, or navigate complex financial decisions. Our client-centered approach ensures that every strategy we recommend is fully aligned with your personal or business objectives, balancing growth with careful risk management.

With years of experience in the investment industry, my team and I are dedicated to providing cutting-edge solutions that maximize your potential and minimize uncertainties. We don’t just advise on investments; we build partnerships based on trust, transparency, and expertise—guiding you every step of the way to financial freedom.

Let DreamLife Advisory be your partner in this journey. Together, we’ll craft a future where your dreams can thrive.

SUBHRA KANTI DAS
(CEO OF DREAMLIFE)

SUMANA DUTT DAS
(CO-DIRECTOR)

I’m Sumana Dutta Das, Co-director of DreamLife Advisory, and I’m proud to be part of a team dedicated to helping people realize their financial dreams. At DreamLife Advisory, we don’t just provide investment solutions; we offer a comprehensive, personalized approach to financial planning that puts your goals at the forefront.

With a focus on client success, we believe that the best investment strategies are built on understanding, trust, and careful planning. Whether you are looking to build wealth, plan for retirement, or protect your assets, our team provides tailored solutions to help you meet life’s milestones with confidence and security.

As Co-director, my role is to ensure that every client receives the highest level of service and expertise. We work diligently to stay ahead of market trends and craft strategies that offer growth while managing risk effectively. At DreamLife, we are more than just financial advisors—we are partners on your journey to success.

Together, let’s create a future where your financial dreams become reality.

Our Mission and Vision

There was always a dream. A dream of doing something for mankind. But what to do was not known. Life was just passing away, with occasional joy of doing some good work. It was more like being satisfied that at least I was not doing anything bad to the society.

Dreamlife Advisory actually found its divine mission during the darkest phase of Covid 19. The ‘disaster of the century’ took away so many things. Many of us lost their near and dear ones. Many of us perpetually lost their sound health and became susceptible to various illnesses off and on. So many families became financially ruined, either by losing the sole income earner, or by losing the bank balance or assets to pay the high hospital and treatment bills.

Amidst those days of horror I realised that we are gifted with one profession which can save many families from sinking financially. Its the insurance profession. While life insurance can help compensating for the loss of income in case of death of the bread winner, a health insurance or mediclaim can save the bank balance by paying high hospital bills. Thus, it is proper to say that Life Insurance acts as Income Insurance and Health Insurance works as our Wealth Insurance. A dream finally took shape.

That realisation opened up my vision. I understood that most of the people engaged in selling insurance are not professionally trained. Those who have truly succeeded in this field have done mostly through their talent, along with teachings from success courses. There are several institutions in northern, western and south india who teach success principles in this field. I am also a student of several such courses, and such teachings are really great. 

Sadly, we lack such schooling in eastern India. There are great agents who are doing wonderful work, there are no scarcity of talent here, but what we lack is an organized way of consistent growth. As an individual our capacity is limited, but as an organization we can truly achieve the wonder. 

Thus a vision was evolved – a vision of being the most trusted and innovative insurance advisory firm, recognized for honesty, integrity and forward-thinking approach. We aim to set new standards in the industry, offering solutions that adapt to the evolving needs and provide a solid foundation for our future. And when you have a vision, you are ready for a mission.

At Dreamlife Advisory, our mission is to provide knowledge-based practical solutions for health, life, general insurance, mutual fund,Pms services, Taxation that secure our clients financially and offer them peace of mind. Through our network of over 100 dedicated advisors and partnership with 15+ leading insurance companies, we are committed to delivering personalized and comprehensive protection for every client.

My ultimate mission is to serve 10,000 advisors under one umbrella – Dreamlife Advisory – who in turn will serve millions of people. Let us take a pledge – we will offer happiness to mankind, at least in one sector of life: people connected to us will have less worry about future medical bills and about a secured retired life. This is our vision, this is our mission, this is our commitment.

Looking ahead, I feel very excited about the prospect of expanding our reach even further. Our goal is to create an ecosystem of support and success, where every advisor has the opportunity to thrive and every client receives unparalleled service.

 

 

Warm regards,

Subhra Kanti Das 

Director, Dreamlife Advisory