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.
Finance and Investments
Dhanayoga is an investment and insurance solutions and services execution firm.
The distinct features of our services are:
- Unbiased and independent recommendations - aligned specific to each client's needs
- Trustworthy, Professional and Best Value guidance for our clients
Know more about our services
Roadmap
Financial Profiling
- Income & Expense analysis
- Asset & Liability analysis
- Need and Goal enlisting
- Risk Profiling
Investment Solutions
- Goals Planning
- Asset Allocation (Equity & Others)
- Investment Plans
- Execution & Monitoring
Insurance Solutions
- 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
- Tax Harvesting
Global Investing
- Expectation Alignment
- Risk assessment
- Portfolio Plan and Execution
- Portfolio Monitoring