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
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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
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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 |