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The content of your character is your choice. Day by day what you choose, what you think and what you do is who you become - Heraclitus

Value Driven Wealth

Our approach to building wealth for you is based on the following principle
E= Mc² 
Energy = Mass x Velocity of light².
This is Einstein's famous Relativity equation
From an investment perspective, we figured it out as below
E= Mc² 
Earnings = Money x Character x Choice
  • Earnings - It is the "wealth" created for you
  • Money - Monetary investment made by you, managed by us
  • Character - The value centric "character" of investment philosophy we follow
  • Choice - The choice of investment assets we make

Engagement Approach

How we differ?

Traditional Brokerage centered Model
DHANAYOGA Advisory centered Model
Broker, pushing proprietary products
Advisor, providing unbiased guidance
Compensated largely on opaque commissions
Compensated predominantly on transparent fees
Narrow range of often overpriced, low-quality in-house investment products
Wide variety of competitively-priced, high-quality third-party investment products across multi-asset classes
Single entrenched vendor often equals higher prices, poor service
Multiple competing vendors often equals lower prices, great personalized service
Often beholden to corporate agenda
Independent-minded, client-centered
Cutthroat advisor culture
Collaborative advisor culture
Shrinking
Growing