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© 2018
Do not save what is left after spending. but spend what is left after saving - Warren Buffet

Financial and Investment Advisory Services

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​Dhanayoga is a financial and investment advisory firm. The distinct features of our services are:
  1. Unbiased independent recommendations - aligned specific to each client's needs
  2. Trustworthy, Professional and Best value advice for our clients
Know more about our services

Financial Analysis

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

Debt Counselling

Need Understanding
Financing Options
Product Selection

Insurance Advisory

Risk Assessment
Life & Health Protection
Assets Protection

Investment Advisory

Asset Allocation
Investment Plan Design
Investment Plan Execution
Portfolio Advisory Services

Tax Advisory

Impact Analysis
Product Selection
Tax Optimization

Asset Classes

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  • Equities
    • Listed Equities - Local & International
    • Initial Public Offerings (IPOs)
    • Trading & Custodial A/c - Equity, Fixed Income, Commodity, Currency, F&O
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  • Equities - Mutual Funds & Exchange Traded Funds (ETFs)
    • Equity (Style) - Growth | Value | Quality | Size | Momentum | Lo-Vol | Dividend Yield | Blend
    • Equity (Regions) - All World | Developed | Emerging | Frontier
    • Equity (Capitalization) -  Mega Cap | Large Cap | Mid Cap | Small Cap | Multi Cap
    • Hybrid - Balanced | Arbitrage | Multi-Asset | Dynamic Allocation | Global Allocation | Regional Allocation | Convertibles | Target Date | Market Neutral | Hedged  
    • Sector - Communications | Consumer Cyclicals | Consumer Defensive | Energy | Industrial Meals | Precious Metals | Financials | Real Estate | Health | Industrials | Infrastructure | Natural Resources | Technology | Utilities  
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  • Fixed Income - Mutual Funds & Exchange Traded Funds (ETFs)
    • Debt (Style) - Growth | Income | Credit | Duration | Liquidity
    • Debt (Assets) - Sovereign | Corporate Bond | Emerging Market | USD & Local Currency | High Yield | Inflation Protected | Mortage Backed | Asset Backed | Preferred Stock | Target Date 
    • Debt (Tenure) - Liquid | Short Term | Ultra Short | Medium | Long Term
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  • Alternatives
    • REITs | InvITs| Fractional Real Estate | Private Equity | Private Debt
    • Trade Financing | Loan Receivables | Leased Assets
    • Leveraged | Inverse | Options Based | Long-Short Equity | Long-Short Credit |  | Managed Futures | Market Neutral | Volatility
    • Single Currency | Multi Currency
    • Commodities - Dairy | Livestock | Grains | Fertilizers | Base Metals | Precious Metals | Energy | Softs | Freight | Ferrous Metals
 
  • Fixed Income (Traditional)
    • Term Deposits - Fixed | Cumulative - Bank, PSU & Corporate Issued
    • Bonds & Debentures - Fixed Rate | Floating Rate
 
  • Insurance
    • Life Insurance - Term Plans | Critical Illness Plans
    • Annuity & Pension - Fixed | Inflation Linked | QROPs
    • Savings Plans - Retirement | Child Education
    • Unit Linked Plans - Retirement | Child Education | Takaful
    • General Insurance (Retail) - Health | Auto | Travel | Home
    • General Insurance (Business) - Fire | Industrial | Property & Casualty | Corporate | Marine | Group Life & Health | Customized 
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