Thee, our Purpose
Discuss your needs one-to-one in confidence and get a customized fully managed solution.
Successful investing is about managing risk, not avoiding it.
Dhanayoga advises the following segment of clients on financial and investment planning, execution, management and associated areas and ensures prompt and end to end service.
- Individuals - Salaried, Entrepreneurs, Self-Employed, Home Makers, Senior and Retired citizens (Indians & NRIs)
- Organizations - Startups, Small, Medium and Large Businesses
- Institutions - Corporates, Family Offices, Trusts, Not-for-Profits (NGOs) and Educational Endowment institutions.
Our services are completely independent, unbiased, fully aligned with each client's individual needs and goals and above all most trustworthy.
Personalized service. Big companies don't do that.
Service is good. Immediate response.
High quality of service. Dealing with Sethu gives peace of mind, his passion for the work is commendable. I have complete confidence in him and his professional capabilities, I have always found his advice to be very clear, relevant, and practical. He is very approachable, listens to our requirements patiently, and responds quickly to any concerns or queries. I highly recommend him to anyone looking for a financial advisor.
Technically sound investment advices provided. Transparent. Easy to access for any problems or queries. Good informative articles provided regularly to increase the client's know how for better investment. Regularly posts financial articles.
Dhanayoga is the best financial platform I came across. They understand the needs of customer very well and suggests personalised plans as per needs.
Easy access and transparent discussions with the advisor. Knowledge sharing about investments.
Dhanayoga is a very professional wealth management entity and their advise on saving money and investing has help me a lot in life. What I liked the most is the way how they explained and elaborated about financial planning by investing in different schemes.
Quick response and guidance for Post retirment monthly income requirement.
Provides suitable Fixed income plan for all people customized by Dhanayoga for my family.
I like the personalized advice which is in tune with financial goals. In my case, I would even say Dhanayoga helped me identify what those goals are. Regular review and updates help feel connected to the investment process.
Dhanayoga has brought in investment ideas that I feel was very helpful to me and I feel that every one should know the importance of investment. Hassle free approach, always willing to support.
Has an excellent knowledge about the market. Provides valuable suggestions, manages key accounts well. Suggesting the right product for customers depending on their risk appetite.
Monthly updates of our investment and what is at present happening in market they educate me all if I forgot to track my data they will help me in call or whatsapp. I am thankful to Dhanayoga. They never treat like me a customer they taking care like one of they family friend that's a great thing I would mention here.
Excellent services, guidance and solutions are provided by Dhanayoga.
Hassle free and approachable. Good advisory based on risk appetite.
Communication, timely updates very good.
Easy to invest and forget worries about your money, Dhanayoga look after everything to invest and give good interest as per as per governed rules! No tension and if any emergency they will make it possible to pay as per our requirements! Communicating every step of my money and get to know the money invested details in the app provided to know for myself!
Proactive and extremely transparent. Looks for interesting investment, interesting options.
Prompt service. Approachable. Regular investor education tips.
Personalized service. Excellent guidance, great sense of risk mitigation and assistance during emergency. Educates and helping people to attain their financial goals.
Ability to deliver promised value, customer engagement is very good and user friendly. Using user friendly platforms to communicate.
Excellent services. Relevant financial advise as per individual needs and good communication.
They guide me very well. They give updates of market, its very knowledgeable.
Knowledgable team, prompt service, honest feedback and hard working team. Service turaround time is very quick.
Very prompt in responding to mail and message and queries.
Guidance is excellent. Dhanayoga is taking care of all my investments so I'm very much relaxed because of that.
Correct guidance to the investments. Good service. Keep continuing.
Very good guidance. Suggesting a suitable product according to the client's need.
I had good guidance so far.
Mr. Sethu gave a very clear understanding on where we stand, our prospects and what we could do for our investment, which was very realistic. Realistic, clear mention of risks and investing, depending on the portfolio and transparency.