Financial Planning, Investment, Tax and Insurance Advisory Services

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

New Launch - Dhanamarga - Path to Wealth - A Smart Investment Platform by Dhanayoga. View more at www.dhanamar.ga

Financial and Investment Advisory Services

Dhanayoga is a financial and investment advisory firm. The distinct features of our services are:

Unbiased independent recommendations - aligned specific to each client's needs
Trustworthy, Professional and Best Value advice for our clients

Know more about our services

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

Need Understanding
Financing Options
Product Selection
Loan Against Portfolio

Risk Assessment
Life & Health Protection
Assets Protection

Asset Allocation
Investment Plan Design
Investment Plan Execution
Portfolio Advisory Services

Impact Analysis
Product Selection
Tax Optimization

Equities
- Listed Equities - India
- Listed Equities - Global (in USD | EUR | GBP | CAD | AUD etc.,)
- Initial Public Offerings (IPOs)
- Trading and Demat (Custody) A/c - Equity, Commodity, Futures & Options

Mutual Funds & Exchange Traded Funds (ETFs)
- Equity - Large Cap | Mid Cap | Small Cap | Multi Cap | International
- Hybrid - Balanced | Debt (Aggressive) | Debt (Conservative) | Arbitrage | Asset Allocation
- Sector - Infrastructure | Banking | Technology | Pharma | FMCG
- Tax Saving - ELSS
- Debt - Credit Opportunities | Dynamic Bond | Fixed Maturity (FMP)
- Debt - Monthly Income | Liquid | Short Term | Ultra Short Term
- Gilt - Short Term | Medium & Long Term
- Exchange Traded Funds (ETF) - Equity | Gilt | Liquid Funds

Fixed Income
- Term Deposits - Fixed | Cumulative - Bank, PSU & Corporate Issued
- Bonds & Debentures - NCDs | Fixed & Floating Rate Bonds - Bank, GOI, RBI, PSU and Corporate Issued | Covered Bonds | Inflation Protected Securities
- Alternative Assets - Short & Medium term | Structured Products
- Capital Gains Bonds (54 EC) - NHAI & REC | Tax Free Bonds (RBI, NABARD, HUDCO) Issued | Tax Saving Bonds

Natural Resources & Commodities
- Precious Metals - Gold, Silver, Palladium, Platinum
- Industrial Metals (Copper, Zinc, Nickel, Aluminum, Lead, Iron/Steel etc.,)
- Commodities - Crude, Natural Gas
- Agri Commodities - Corn, Wheat, Soyabean, Coffee, Cocoa, Tea, Sugar, Dairy, Cotton, Rubber, Livestock, Timber