Full Service Expertise
Comprehensive Wealth Solutions Portfolio for Resident Indian and NRI clients
Do not save what is left after spending, but spend what is left after saving.
Financial and Investment Advisory Services
Dhanayoga is a financial planning and investment advisory solutions and services firm.
The distinct features of our services are:
- Unbiased and independent recommendations - aligned specific to each client's needs
- Trustworthy, Professional and Best Value advice for our clients
Know more about our services
Offerings

Financial Profiling
- Income & Expense analysis
- Asset & Liability analysis
- Need and Goal Identification
- Financial Plan Design

Investment Advisory
- Goal Planning
- Asset Allocation
- Investment Planning
- Plan execution & oversight
Insurance Advisory
- Risk Assessment
- Contingency Planning
- Life & Health Protection
- Assets Protection

Debt Counselling
- Need Understanding
- Financing Options
- Product Selection
- Credit Fulfillment

Tax Advisory
- Impact Analysis
- Product Selection
- Tax Optimization
- Regulatory updates
Global Investing
- Goal Alignment
- Risk assessment
- Portfolio Design
- Investment Management