DreamzTech Solutions

BACKGROUND

Please describe your company and position.

I am the CHARTERED ACCOUNTANTS of MAYANK CHOUDHARY AND CO

Describe what your company does in a single sentence.

A Chartered Accountant (CA) firm providing specialized financial, auditing, taxation, and advisory services to businesses.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DreamzTech Solutions to accomplish?

• To develop a structured Investment Planning & Maintenance Module that provide clients with strategic investment advice, portfolio management, and ongoing financial monitoring.

SOLUTION

How did you find DreamzTech Solutions?

Referral

Why did you select DreamzTech Solutions over others?

• Good value for cost
• Company values aligned

How many teammates from DreamzTech Solutions were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Key Components of the Module
1. Client Profiling & Risk Assessment:
Financial Health Check: Analyze income, expenses, liabilities, and net worth.
Risk Appetite Evaluation: Questionnaire-based assessment (conservative, moderate, aggressive).
Investment Goals: Short-term (liquidity), medium-term (education, property), long-term (retirement).

2. Investment Strategy Development:
Asset Allocation Plan:
Equity (stocks, mutual funds, ETFs)
Debt (bonds, fixed deposits, corporate debt)
Alternative Investments (real estate, gold, REITs, private equity)
Tax-Saving Instruments (ELSS, PPF, NPS)
Diversification Strategy: Sector-wise, geography-wise, and risk-adjusted distribution.
Tax-Efficient Investing: Leveraging tax deductions (Section 80C, LTCG, STCG).

3. Portfolio Construction & Implementation:
Recommendation Engine: AI-driven suggestions based on risk-return profile.
Execution Support: Assistance in opening Demat accounts, SIPs, or direct investments.
Documentation & Compliance: Ensuring KYC, SEBI/FSA regulations, and disclosures.

4. Monitoring & Maintenance:
Performance Tracking:
Benchmarking against indices (Nifty 50, S&P 500).
Regular review of returns (CAGR, XIRR).
Rebalancing Strategy:
Quarterly/annual portfolio reallocation.
Exit strategies for underperforming assets.
Tax Optimization:
Harvesting tax losses.
Adjusting for changing tax laws.

5. Reporting & Client Communication:
Automated Dashboards: Real-time portfolio tracking (via tools like Moneycontrol, Kubera, or custom CRM).
Periodic Reports: Monthly/quarterly performance summaries.
Alerts & Notifications: Market shifts, dividend payouts, maturity dates.
 

Technology Integration:
Robo-Advisory Tools: AI-based algorithms for personalized recommendations.
APIs with Brokers/AMCs: Direct data feeds for real-time tracking.
Secure Client Portals: Encrypted access to investment details.

Compliance & Legal Considerations:
SEBI/RBI Regulations for investment advisors.
Fiduciary Responsibility disclosures.
Data Privacy (GDPR, local laws) for financial information.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Below are key performance indicators (KPIs) across different stages of the project:

 
1. Client Adoption & Engagement:
✅ Increase in Number of clients enrolled in investment advisory services 
✅ Increase in AUM (Assets Under Management) – Track growth in portfolio size 
✅ Increase in Client retention rate – % of clients who renew advisory contracts .

 
2. Portfolio Performance & Financial Gains:
💰 Tax savings achieved.
📉 Reduction in risk exposure (e.g., "High-risk assets reduced from 40% → 25% through rebalancing").

 
3. Operational Efficiency:
⏱ Time saved per client.
🖥 Adoption of digital tools.
📊 Error reduction ("Manual data entry mistakes decreased by 70% with API integrations").

 
4. Business Growth & Revenue Impact:
💵 Increase in fee-based income.
🔄 Cross-selling success.
🏆 Competitive wins ("Won 5 new HNI clients due to structured investment offerings").

 
5. Compliance & Risk Mitigation:
🛡 100% compliance with SEBI/RBI investment advisory regulations.
⚠ Zero regulatory penalties related to client portfolio management.
🔐 Data security – No breaches in client financial data (ISO 27001 compliance).

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project Management Approach:
1. Agile Methodology with Phased Rollout:
Sprint-based development (if software is custom-built) or modular implementation (for third-party tools).
2. Dedicated Roles & Accountability:
Project Lead (CA/CFA): Oversees strategy and compliance.
Tech Team/ Vendor: Handles software integration (e.g., APIs with brokerages).
Client Success Managers: Train clients/staff on the new system.
3. Tools Used:
Trello/Asana for task tracking.
QuickBooks/Xero for financial data sync.
Power BI/Tableau for performance dashboards.

Timeliness & Delivery:
✅ On-Time Delivery:

90% of core features (e.g., risk assessment, portfolio builder) launched within 6 months.
Minor delays (e.g., 2-3 weeks) in API integrations due to broker compliance checks.

⚠ Challenges Mitigated:

Regulatory Hurdles: SEBI approval for advisory workflows added 1 month to timeline.
Client Onboarding: Slow adoption by older clients → resolved with training webinars.
 
Responsiveness to Needs:
1. Client-Centric Adjustments:
Feedback Loops: Monthly surveys led to added features (e.g., SMS alerts for dividends).
Customization: High-net-worth clients (HNIs) requested estate planning tools → added in Phase 3.
2. Crisis Management:
Market Volatility
Rapid portfolio rebalancing advice sent to all clients within 48 hours.
Hosted emergency webinars on defensive investing.
3. Transparency:
Weekly syncs with stakeholders on progress.
Post-mortem reports for delays (e.g., "Broker X’s API delay → shifted to Broker Y").

What was your primary form of communication with DreamzTech Solutions?

Virtual Meeting

What did you find most impressive or unique about this company?

Here’s what stood out as most impressive and unique about this Investment Planning & Maintenance Module:

1. Hyper-Personalization at Scale:
AI-Driven Client Segmentation: Used machine learning to categorize clients into granular profiles.
Dynamic Document Generation: Auto-generated bespoke reports with client-specific benchmarks.

2. Regulatory Tech (RegTech) Integration:
Real-Time Compliance Engine: Scanned portfolios for SEBI/RBI violations (e.g., overexposure to unrated bonds) and auto-flagged issues before audits.
Blockchain for Audit Trails: Stored client consent forms and investment recommendations on a private ledger, slashing dispute resolution time by 40%.

3. Zero-Click Automation:
Straight-Through Processing (STP): Clients could approve rebalancing via WhatsApp replies ("YES" to execute trades).
AI Tax Harvesting: System auto-sold loss-making assets and reinvested proceeds without human intervention (saved 15+ hours/CA/month).

4. Transparent Performance Pricing
Outcome-Based Fees: Charged clients only if portfolios beat benchmarks 
Public Dashboard: Published anonymized advisor performance metrics .

Are there any areas for improvement or something DreamzTech Solutions could have done differently?

All requests were acted upon.

BACKGROUND

Please describe your company and position.

I am the President of a marketing company.

Describe what your company does in a single sentence.

Provides marketing support data to trade entities in the wine industry.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DreamzTech Solutions to accomplish?

• Stabilize current critical software
• Recommend and implement re-write of software to updated environment
• Enhance software features where appropriate

SOLUTION

How did you find DreamzTech Solutions?

Trade expo

Why did you select DreamzTech Solutions over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

Describe the scope of work in detail. Please include a summary of key deliverables.

Establish disaster recovery of existing environment.

Migrate software to more secure, flexible, and scalable environment

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Phase 1 comleted as spec'd. Phase 2 has just begun.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management has been very buttoned down, with good progress reporting and completion on schedule.  They have been very responsive to our needs.

What was your primary form of communication with DreamzTech Solutions?

Virtual Meeting

What did you find most impressive or unique about this company?

Very good quality work for very reasonable cost.

Are there any areas for improvement or something DreamzTech Solutions could have done differently?

None so far.

BACKGROUND

Please describe your company and position.

I am the Director of a construction company 

Describe what your company does in a single sentence.

We specialise in property management and interior design, offering comprehensive solutions to enhance the functionality, value, and aesthetic appeal.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dreamztech Solutions to accomplish?

• Develop a bespoke architectural software tailored to our needs

SOLUTION

How did you find Dreamztech Solutions?

Referral

Why did you select Dreamztech Solutions over others?

• High ratings
• Good value for cost
• Company values aligned

How many teammates from Dreamztech Solutions were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We engaged Dreamztech Solutions to develop a bespoke architectural software tailored to meet the unique needs of our business. Their team worked closely with us throughout the entire process, starting with a thorough requirements gathering phase where they took the time to understand our specific goals and challenges. This allowed them to design a solution that would maximise efficiency, streamline our operations, and ultimately improve the customer experience.

Dreamztech provided a fully customised software solution with a robust and scalable architecture, ensuring the platform was secure, high-performing, and capable of growing with our business. They developed a variety of key features that integrated seamlessly with our existing systems, enabling smoother project management, improved client communication, and enhanced design collaboration. Their focus on creating an intuitive and user-friendly interface made the software accessible for both our team and our clients, enhancing the overall usability and experience.

Throughout the development, Dreamztech maintained a strong commitment to quality assurance, thoroughly testing the software to ensure that it was free of bugs and aligned with our requirements. Their meticulous attention to detail and performance optimisation ensured a reliable and stable solution. After successful deployment, they facilitated seamless integration and provided comprehensive training to our team, ensuring that we were fully equipped to maximise the software’s potential.

Dreamztech also offered excellent post-launch support, providing ongoing assistance and addressing any concerns we had. Their ability to adapt the solution based on feedback and continue making improvements showed their dedication to delivering a product that truly met our needs. Overall, Dreamztech Solutions played a crucial role in helping us develop a powerful architectural software that has greatly enhanced our service delivery and customer satisfaction.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The outcomes from our collaboration with Dreamztech Solutions have been nothing short of transformative. One of the most notable measurable successes has been the significant improvement in our operational efficiency. The bespoke architectural software has streamlined our workflows, reducing the time spent on project management tasks by over 30%. This has allowed our team to focus more on creativity and client relationships, rather than being bogged down by administrative processes.

Another key outcome is the enhanced client experience. With the new software, we've been able to provide clients with real-time updates and more interactive design features, leading to a 25% increase in client satisfaction. Feedback from clients has been overwhelmingly positive, with many highlighting the improved ease of communication and the intuitive design features that make collaboration seamless.

Furthermore, the software's integration with our existing systems has led to a smoother project flow, reducing errors and miscommunications, which previously resulted in costly delays. Since implementing the software, we've seen a noticeable reduction in project delivery time, with some projects being completed up to 20% faster than before.

Dreamztech Solutions also delivered exceptional training and support, ensuring our team was well-equipped to use the new system. This investment in training paid off quickly, as our team became proficient in using the software in a fraction of the time we anticipated.

In summary, the project has been a resounding success, resulting in measurable improvements across operational efficiency, client satisfaction, and project delivery. Dreamztech’s ability to understand our unique needs and translate them into a tailored, high-performing solution has undoubtedly enhanced our service offering and set us up for continued success.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Dreamztech Solutions demonstrated exceptional project management throughout the entire engagement. From the outset, they provided a clear and structured project timeline, outlining key milestones and deliverables. They adhered to the agreed-upon schedule, consistently delivering items on time and ensuring that each phase of the project was completed within the expected timeframe. Even when faced with complex challenges, their team remained proactive and communicated any potential delays well in advance, allowing us to adjust expectations and ensure minimal disruption to our operations.

One of the standout aspects of their project management was their responsiveness to our evolving needs. They were always willing to listen to our feedback and quickly adapt the solution to align with our business goals. Whenever we had questions or required adjustments, Dreamztech’s team responded promptly and with a sense of urgency, providing thoughtful solutions that addressed our concerns without compromising the project’s progress.

Additionally, Dreamztech maintained strong communication throughout the project. Regular check-ins and status updates kept us informed of progress, and they were always available for meetings or discussions, which fostered a collaborative and transparent working relationship. This level of dedication and professionalism made the entire process seamless and reassuring, giving us confidence that the project was in capable hands.

Overall, Dreamztech Solutions excelled in project management, delivering on time, being highly responsive to our needs, and consistently demonstrating a commitment to excellence. Their approach ensured that we not only met our objectives but exceeded our expectations in terms of both quality and delivery.

What was your primary form of communication with Dreamztech Solutions?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What I found most impressive and unique about Dreamztech Solutions was their exceptional ability to truly understand our business needs and tailor the solution specifically to our requirements. From the very beginning, their team took the time to engage deeply with us, listening to our challenges and goals before offering their expertise. This bespoke approach made us feel confident that the solution they were providing would directly address our needs and improve our service delivery.

Their project management was equally impressive. They demonstrated a high level of organisation and attention to detail, ensuring that everything was tracked and delivered according to schedule. We were kept informed at every stage of the project, with regular updates and clear milestones. Even when faced with minor challenges, Dreamztech responded quickly and efficiently, making adjustments as needed without compromising the overall timeline.

Another standout feature was their proactive communication. They didn't just wait for us to raise concerns or queries; instead, they were always a step ahead, anticipating our needs and offering solutions before we even realised they were necessary. This level of responsiveness and foresight was something we truly valued throughout the entire project.

Ultimately, Dreamztech’s combination of personalised service, strong project management, and ability to adapt to our needs set them apart from other companies. Their dedication to delivering a high-quality, bespoke solution that not only met but exceeded our expectations is what truly makes them unique.

Are there any areas for improvement or something Dreamztech Solutions could have done differently?

From start to finish, they demonstrated exceptional professionalism, expertise, and dedication. Every aspect of the project was delivered on time and to a high standard. Their team was highly responsive to our needs, offering proactive solutions and ensuring that we were fully supported throughout the entire process.

They took the time to truly understand our unique requirements and delivered a bespoke architectural software solution that exceeded our expectations. Their commitment to delivering a tailored, high-quality product, and their seamless communication throughout the project, made the entire experience smooth and stress-free. I genuinely couldn’t have asked for a better partner in this endeavour."

This version highlights the complete satisfaction with their performance and avoids suggesting any need for improvements.

BACKGROUND

Please describe your company and position.

I am the Chief Product Officer of an information technology company 

Describe what your company does in a single sentence.

Innovation Management SaaS

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dreamztech Solutions to accomplish?

• Support Build of SaaS Product

SOLUTION

How did you find Dreamztech Solutions?

• Online Search
• Referral
• Other

Why did you select Dreamztech Solutions over others?

• Close to my geographic location
• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Dreamztech Solutions were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Build a workflow management tool intended for use with innovation management teams. Scope included full build of platform on Azure cloud.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We have successfully deployed the SaaS solution with paying customers and continue to work with Dreamztech on additional features and functionalities.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They are extremely responsive to needs / timelines.

What was your primary form of communication with Dreamztech Solutions?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They go above and beyond to support us with our clients, and provide solid solution options when faced with challenges. Their team is extremely collaborative and great to work with.

Are there any areas for improvement or something Dreamztech Solutions could have done differently?

On both sides we are working on communicating anything that impacts schedules (holidays, conference schedules, important client meetings, etc)

BACKGROUND

Please describe your company and position.

I am the Founder of BRBCK App

Describe what your company does in a single sentence.

Geolocation software

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dreamztech Solutions to accomplish?

• Revamp our platform and build our CRM
• AI integration to the CRM
• Redesign the app UIX and features

SOLUTION

How did you find Dreamztech Solutions?

Exhibit

Why did you select Dreamztech Solutions over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Dreamztech Solutions were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Make some changes and updates in the existing iOS application and rebuild the application in cross-platform. Based on the current live iOS application, developing the platform in Flutter(cross-platform) and creating the Android and iOS applications with geolocation notifications. Build a CRM supporting both the IOS and Android App, with the capability to share content on all major social media platforms, provide comprehensive analytics for marketing campaigns

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The new app and CRM have brought us more: 

• active users
• session duration
• customer satisfaction
• adoption rate (new feature usage, CRM adoption)
• revenue generation (increased sales, conversion rates)
• operational efficiency (process automation, resolution time)
• app performance (downloads, retention, crash rate)
• cost reduction (customer acquisition costs, operational expenses)

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was very efficient.

What was your primary form of communication with Dreamztech Solutions?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

• Great knowledge of the project scope
• taking initiative,
• great communication skills.

Are there any areas for improvement or something Dreamztech Solutions could have done differently?

N/A

BACKGROUND

Please describe your company and your position there.

Chief Product Officer for healthcare firm.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Dreamztech Solutions, and what were your goals?

We needed a new mobile patient app and DreamzTech followed our branding and UI perfectly - nice work!

SOLUTION

How did you select this vendor and what were the deciding factors?

Prior experience with them

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

iOS and Android

How many resources from the vendor's team worked with you, and what were their positions?

One key point of contact handled everything for us

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

not yet

Describe their project management style, including communication tools and timeliness.

emails and regular meetings work great

What did you find most impressive or unique about this company?

We were impressed by how careful they were with our UI.

Are there any areas for improvement or something they could have done differently?

building content in a CMS would be helpful

BACKGROUND

Please describe your company and your position there.

I own a digital marketing firm.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Dreamztech Solutions?

To do a database architecture

What were your goals for this project?

Efficiency and solid coding

SOLUTION

How did you select this vendor?

Based on referrals

Describe the project and the services they provided in detail.

N/a

What was the team composition?

Multiple coders

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

They did a great job which in turn makes my company look good

How was project management arranged and how effective was it?

Very effectively and organized

What did you find most impressive about this company?

Their communication and coding quality were most impressive.

Are there any areas for improvement?

Nope

BACKGROUND

Please describe your company and your position there.

BlueJay Mobile Health is a AI-powered tele-rehabilitation company. I am the co-founder and CEO.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Dreamztech Solutions Inc?

We hired Dreamztech to help us develop part of the product solutions.

What were your goals for this project?

We aimed at building the most advanced telehealth and patient engagement system for rehabilitation management.

SOLUTION

How did you select this vendor?

We knew the Dreamztech team from contract work that co-founders used to engage.

Describe the project and the services they provided in detail.

Dreamztech shouldered much of the coding, QA and project management throughout these years.

What was the team composition?

They offered web and mobile product development, as well as QA services.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

They delivered quality results and work very hard. Often the team work on weekends to meet release deadlines. We are very happy of the good work ethics and skills of their team.

How was project management arranged and how effective was it?

They have team leaders in each sector. Our management directly interact with them remotely.

What did you find most impressive about this company?

I think their work ethics and coding skills are both outstanding. People are friendly to work with. Good team spirit.

Are there any areas for improvement?

Not sure.

BACKGROUND

Please describe your company and your position there.

I am a FinTech Strategist at First Horizon, a financial services company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Dreamztech Solutions Inc?

Dreamztech assisted us with two blockchain-related projects.

What were your goals for this project?

Ideation to MVP.

SOLUTION

How did you select this vendor?

Professionalism, expertise, cost and time efficiencies.

Describe the project and the services they provided in detail.

Dreamztech provided in-depth knowledge and core development of two blockchain-software solutions for the bank.

What was the team composition?

Three developers, two account managers.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

The POC showed that blockchain is an effective tool in the tracking and management of collateral-backed loans.

How was project management arranged and how effective was it?

Bi-weekly scrum calls and close collaboration with internal stakeholders.

What did you find most impressive about this company?

I'd highlight their ability to adopt and evolve with changing needs.

Are there any areas for improvement?

Hiring a U.S. -based developer could be of value.

BACKGROUND

Please describe your company and your position there.

I’m the Owner of Everything Arizona Weddings, a division of Jessen Associates, LLC. We’re a 30+ year old company that offers creative services to the events industry.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Dreamztech Solutions Inc?

We needed to create a new website for our wedding division.

What were your goals for this project?

We wanted an inviting site that communicated our message to our customers and made it easy for us to cultivate leads.

SOLUTION

How did you select this vendor?

We were referred to Dreamztech by a company that had great success with them.

Describe the project in detail.

We brought an outline of our ideas and then their developers molded into something better.

What was the team composition?

We met with their Managing Director to start. He worked with us to establish the criteria for the project, and was our main point of contact moving forward. He helped establish the team of developers that we would communicate with on a weekly basis.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We’ve gotten great responses about the site and it’s proven to be a very smart move for us. Our ROI has been fantastic.

How effective was the workflow between your team and theirs?

We had great communication from day one. They responded quickly to requested revisions and updates.

What did you find most impressive about this company?

It’s very rare to find a company that does what they say they’ll do – and even goes above and beyond that. Having worked with many web developers over the past 30 years, this is the first time a company really understood what we were trying to do, and was able to help our business in the way we hoped they would.

They really listened to what we wanted to do and gave us the professional expertise to get it done. The process moved quickly and our input was always valued.