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Clients
Dhanayoga advises the following segment of clients on financial and investment planning, execution, management and related areas
Our services are completely independent, unbiased, fully aligned with each client's individual needs and goals and above all most trustworthy. We are pleased to present here below our client profile and solution delivered
- Individuals - Salaried, Entrepreneurs, Self-Employed, Home Makers and Retired citizens (Indian & Non Resident Indian (NRI)
- Organizations - Startups, Small, Medium and Large Businesses
- Institutions - Trusts, Family Offices, Universities & Educational Institutions, Not-for-Profits (NGOs).
Our services are completely independent, unbiased, fully aligned with each client's individual needs and goals and above all most trustworthy. We are pleased to present here below our client profile and solution delivered
Client Profile |
Profession |
Need |
Product |
Investment |
Return (p.a)(Targeted) |
Senior Citizen (Male) |
Retired |
Monthly Income |
₹7.0 Lakhs |
12% |
|
Senior Citizen (Female) |
Retired |
Tax Saving |
₹1.0 Lakh |
12% |
|
Senior Citizen (Female) |
Retired |
Tax Saving |
₹1.0 Lakh |
12% |
|
Middle Aged (Male) |
Top Management |
Short Term Goal |
₹55.0 Lakhs |
9.5% |
|
Middle Aged (Male) |
Senior Management |
Medium Term Goal |
₹3.6 Lakhs |
14% |
|
Middle Aged (Female) |
Homemaker |
Long Term Goal |
Dhana Akshaya |
₹3.0 Lakhs |
16% |
Youngster (Male) |
Middle Management |
Tax Saving |
Dhana Akara |
₹1.0 Lakh |
16% |
Middle Aged (Male) |
Senior Management |
Long Term Goal |
₹12.5 Lakhs |
16% |
|
Middle Aged (Female) |
Middle Management |
Short Term Goal |
Dhana Sthira |
₹1.0 Lakh |
10% |
Senior Citizen (Male) |
Retired |
Tax Saving |
Dhana Akara |
₹1.0 Lakh |
12% |
Senior Citizen (Male) |
Retired |
Medium Term Goal |
Dhana Lakshya |
₹1.0 Lakh |
12% |
Middle Aged (Female) |
Business |
Short Term Goal |
Dhana Lakshya |
₹20.0 Lakhs |
9.5% |
Middle Aged (Male) |
Junior Management |
Retirement (Pension) |
Dhana Akshaya |
₹12.5 Lakhs |
12% |
Senior Citizen (Female) |
Homemaker |
Medium Term Goal |
Dhana Lakshya |
₹20.0 Lakhs |
12% |
Middle Aged (Male) |
Business |
Long Term Goal |
Dhana Akshaya |
₹80.0 Lakhs |
16% |
Senior Citizen (Male) |
Retired |
Tax Saving |
Dhana Akara |
₹ 1.0 Lakh |
12% |
Senior Citizen (Female) |
Retired |
Tax Saving |
Dhana Akara |
₹ 1.0 Lakh |
12% |
Middle Aged (Male) |
Senior Management |
Medium Term Goal |
Dhana Lakshya |
₹ 2.7 Lakhs |
12% |
Middle Aged (Female) |
Middle Management |
Retirement |
Dhana Akshaya |
₹ 54.0 Lakh |
16% |
Senior Citizen (Female) |
Retired |
Medium Term Goal |
Dhana Lakshya |
₹ 3.0 Lakhs |
10% |
Middle Aged (Male) |
Middle Management |
Medium Term Goal |
Dhana Lakshya |
₹ 3.o Lakhs |
14% |
Middle Aged (Female) |
Business |
Medium Term Goal |
₹ 5.0 Lakhs |
16% |
|
Middle Aged (Male) |
Junior Mgmt |
Long Term Goal |
Dhana Lakshya |
₹ 4.8 Lakhs |
16% |
Middle Aged (Female) |
Home maker |
Long Term Goal |
Dhana Lakshya |
₹ 20.0 Lakhs |
16% |
Middle Aged (Female) |
Homemaker |
Long Term Goal |
Dhana Videza |
₹ 5.0 Lakhs |
12% |
Middle Aged (Female) |
Homemaker |
Short Term Goal |
Dhana Sthira |
₹ 3.0 Lakhs |
8% |
Senior Citizen (Female) |
Retired |
Monthly Income |
Dhana Vrddha |
₹ 6.0 Lakhs |
12% |
Senior Citizen (Male) |
Retired |
Monthly Income |
Dhana Vrddha |
₹ 5.0 Lakhs |
12% |
Middle Aged (Male) |
Senior Management |
Long Term Goal |
Dhana Akshaya |
₹ 373.0 Lakhs |
14% |
Senior Citizen (Female) |
Retired |
Tax Saving |
Dhana Akara |
₹ 1.0 Lakh |
16% |
Senior Citizen (Male) |
Retired |
Monthly Income |
Dhana Vrddha |
₹ 1.0 Lakh |
12% |
Youngster (Male) |
Student |
Medium Term Goal |
Dhana Lakshya |
₹ 5.4 Lakhs |
12% |
Senior Citizen (Male) |
Retired |
Medium Term Goal |
Dhana Lakshya |
₹ 30.0 Lakh |
12% |
Senior Citizen (Male) |
Retired |
Tax Saving (54EC) |
Capital Gains Saving |
₹ 30.0 Lakh |
5.25% |
Middle Aged (Female) |
Middle Management |
Medium Term Goal |
Dhana Vikalpa |
₹ 1.0 Lakh |
14% |
Middle Aged (Female) |
Business |
Short Term Goal |
₹ 3.0 Lakh |
13.5% |
|
Middle Aged (Male) |
Business |
Short Term Goal |
₹ 15.0 Lakh |
13.5% |
|
Middle Aged (Female) |
Home Maker |
Short Term Goal |
₹ 6.0 Lakh |
13.5% |
|
Middle Aged (Male) |
Senior Management |
Short Term Goal |
₹ 3.0 Lakh |
13.5% |
|
Senior Citizen (Female) |
Home Maker |
Short Term Goal |
₹ 12.0 Lakh |
13.5% |
|
Senior Citizen (Male) |
Retired |
Short Term Goal |
₹ 3.0 Lakh |
13.5% |
|
Youngster (Male) |
Middle Management |
Short Term Goal |
₹ 3.0 Lakh |
13.5% |
|
Middle Aged (Male) |
Middle Management |
Short Term Goal |
₹ 3.0 Lakh |
13.5% |
|
Middle Aged (Male) |
Middle Management |
Medium Term Goal |
₹ 1.0 Lakh |
17% |
|
Middle Aged (Male) |
Business |
Medium Term Goal |
₹ 350.0 Lakh |
12% |
|
Middle Aged (Female) |
Business |
Medium Term Goal |
₹ 60.0 Lakh |
12% |
|
Middle Aged (Male) |
Middle Management |
Long Term Goal |
₹ 50.0 Lakh |
16% |
|
Middle Aged (Male) |
Middle Management |
Long Term Goal |
₹ 40.0 Lakh |
14% |
|
Youngster (Male) |
Middle Management |
Long Term Goal |
₹ 7.0 Lakh |
12% |
|
Youngster (Male) |
Junior Management |
Medium Term Goal |
₹ 4.0 Lakh |
12% |
|
Young Woman (Female) |
Junior Management |
Medium Term Goal |
₹ 4.0 Lakh |
12% |
Note: Portfolio Investments are designed specific to each client by incorporating their goals, risk profile, time horizon, liquidity needs, current investment profile and taxation aspects. To know more about how Dhanayoga can help you to plan, execute and achieve your financial goals, contact us >>>