To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayoga.in/services

New Deal Win (Mar 2023)

DHANAYOGA has won a new deal to design, execute and manage multi-asset Investment Portfolio for a Celebrity & HNI Indian family based in Chennai, India. 

​The engagement is valued at over ₹257.4 Million over next 15+ years tenure and covers Financial and Investment Plan design with risk tolerance aligned Asset / Sub-Asset Allocation, Product selection and execution services in an end to end manner. The asset categories selected for the investment plan include Equity, Fixed Income, Alternatives and Cash assets besides Life, Health, Home and Vehicle protection needs. 
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To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayoga.in/services

New Deal Win (Jan 2023)

DHANAYOGA has won a new deal to design, execute and manage multi-asset and multi-currency Investment Portfolio for a Non-Resident Indian Family based in Dubai, UAE. 

​The engagement is valued at over ₹13.5 Million over next 6+ years tenure and covers Investment Plan design with risk tolerance aligned Asset / Sub-Asset Allocation, Product selection and execution services in an end to end manner. The asset categories selected for the investment plan include Equity, Fixed Income, Cash & Alternative assets spanning NRE and Forex Currency Investments. 
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To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayoga.in/services 

To know about our NRI services, visit https://www.dhanayoga.in/nri

Short term Alternative Investing - New Launch
DHANAYOGA has recently added Short Term Inventory Financing investment opportunities to our basket of offerings in the Alternative Investments space. 

This further expands our bouquet of offerings spanning Asset Lease financing, Fractional Real Estate, Invoice discounting, Securitized Debt, Structured Products, Peer-to-Peer lending, Prime Consumer Debt and Private Venture equity as well. 

Our investors can now choose to invest into Alternative Investment opportunities right across short, medium and long term tenure depending on their return, risk and liquidity preference covering both Fixed Income and Equity style Alternative investments. 

Open both to Resident and NRIs (Subject to Issuer specific mandate and via NRO ac only).

New Deal Win (Aug 2022)

DHANAYOGA has won a new deal to design, execute and manage multi-goal and multi-asset Portfolio for a Non-Resident Indian Family based in Doha, Qatar. The goals covered are short, medium and long term and includes building Retirement fund, Children's Graduate and Post Graduate Education besides Emergency / Contingency Fund and protection aspects namely Life &, Health Protection included.

​The engagement is valued at over ₹107 Million over next 22 years tenure and covers Goal Definition, Risk Profiling, Investment Plan design with risk tolerance aligned Asset / Sub-Asset Allocation, Product selection, planning and execution services in an end to end manner. The asset categories selected for the investment plan include Equity, Fixed Income, Cash & Alternative assets spanning NRE and NRO account linked Investments. 
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To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html.

To know about our NRI services, visit https://www.dhanayoga.in/nri

New Deal Win (Jul 2022)

DHANAYOGA has won a new deal to design, execute and manage multi-goal and multi-asset Portfolio for a Non-Resident Indian Family based in Doha, Qatar. The goals covered are short, medium and long term and includes building Retirement fund, Purchase Farm House, Children's Graduate and Post Graduate Education, Children's wedding fund, Annual Travel & Vacation Trips besides Emergency / Contingency Fund. and protection aspects namely Life, Health & Home Protection included.

​The engagement is valued at over ₹119 Million over next 15 years tenure and covers Goal Definition, Risk Profiling, Investment Plan design with risk tolerance aligned Asset / Sub-Asset Allocation, Product selection, planning and execution services in an end to end manner. The asset categories selected for the investment plan include Equity, Fixed Income, Cash & Alternative assets spanning NRE, NRO and Forex Currency Investments. 
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To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html.
To know about our NRI services, visit https://www.dhanayo.ga/nri.html ​

New Deal Win (May 2022)

DHANAYOGA has won a new deal to design, execute and manage multi-goal and multi-asset Portfolio for a Non-Resident Indian Family based in Dubai, UAE. The goals covered are short, medium and long term and includes building Retirement fund, Purchase Farm House, Children's Graduate and Post Graduate Education, Children's wedding fund, Annual Travel & Vacation Trips besides Emergency / Contingency Fund. and protection aspects namely Life, Health & Home Protection are also included.

​The engagement is valued at over ₹8.5 Million over next 12+ years tenure and covers Goal Definition, Risk Profiling, Investment Plan design with risk tolerance aligned Asset / Sub-Asset Allocation, Product selection, planning and execution services in an end to end manner. The asset categories selected for the investment plan include Equity, Fixed Income, Cash & Alternative assets spanning NRE, NRO and Forex Currency Investments. 
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To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayoga.in/services
To know about our NRI services, visit https://www.dhanayo.ga/nri.html ​

New Deal Win (Apr2022)

DHANAYOGA has won a new deal to design, execute and manage multi-goal and multi-asset Portfolio for a Non-Resident Indian Family based in Dubai, UAE. The goals covered are short, medium and long term and includes building Retirement fund, Purchase Villa Home, Children's Graduate and Post Graduate Education, Annual Travel & Vacation Trips besides Emergency / Contingency Fund. Protection aspects namely Life, Health & Home Protection are also included.

​The engagement is valued at over ₹27 Million over next 12+ years tenure and covers Goal Definition, Risk Profiling, Investment Plan design with risk tolerance aligned Asset / Sub-Asset Allocation, Product selection, planning and execution services in an end to end manner. The asset categories selected for the investment plan include Equity, Fixed Income, Cash & Alternative assets spanning NRE, NRO and Forex Investments. 
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To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html.
To know about our NRI services, visit https://www.dhanayo.ga/nri.html ​

New Deal Win (Feb 2022)

DHANAYOGA has won a new deal to design, execute and manage multi-goal and multi-asset Portfolio for a Non-Resident Indian Family based in Dubai, UAE. The goals covered are short, medium and long term and includes building Retirement fund, Children's Education & Wedding fund, Travel / Vacations and Emergency / Contingency Fund, besides Life, Health & Home Protection.

​The engagement is valued at over ₹93 Million over next 5+ years tenure and covers Goal Definition, Risk Profiling, Investment Plan design, Risk tolerance aligned Asset / Sub-Asset Allocation, Product selection, planning and execution services in an end to end manner. The asset categories selected for the investment plan include Equity, Fixed Income, Cash & Alternative assets spanning NRE, NRO and Forex (USD) Asset Portfolios. 
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To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html.
To know about our NRI services, visit https://www.dhanayo.ga/nri.html ​

New Deal Win (Dec 2021)

DHANAYOGA has won a new deal to design, execute and manage multi-goal and multi-asset Portfolio for a Non-Resident Indian Family based in Sri Lanka, UAE. The goals covered are short, medium and long term and includes building Retirement fund, Travel & Vacation and Emergency / Contingency Fund and creation a legacy corpus to bequeath to the next generation. Protection aspects namely Life, Health & Home Protection are also included.

​The engagement is valued at over ₹3.8 Million over next 5+ years tenure and covers Goal Definition, Risk Profiling, Investment Plan design with risk tolerance aligned Asset / Sub-Asset Allocation, Product selection, planning and execution services in an end to end manner. The asset categories selected for the investment plan include Equity, Fixed Income, Cash & Alternative assets spanning NRE and NRO Investments. 
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To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html.
To know about our NRI services, visit https://www.dhanayo.ga/nri.html ​

New Deal Win (Aug 2021)

DHANAYOGA has won a new deal to design, execute and manage multi-goal and multi-asset Portfolio for a Non-Resident Indian Family based in Dubai, UAE. The goals covered are short, medium and long term and includes building Retirement fund, Children's Education fund, Travel / Vacations and Emergency / Contingency Fund, besides Life, Health & Home Protection.

​The engagement is valued at over ₹85 Million over next 15 years tenure and covers Goal Definition, Risk Profiling, Investment Plan design, Risk tolerance aligned Asset / Sub-Asset Allocation, Product selection, planning and execution services in an end to end manner. The asset categories selected for the investment plan include Equity, Fixed Income, Cash & Alternative assets spanning NRE, NRO and Forex (USD) Asset Portfolios. 
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To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html.
To know about our NRI services, visit https://www.dhanayo.ga/nri.html

New Launch - Dhanamarga - Path to Wealth, A Smart Investment Platform

Dhanayoga is pleased to announce the launch of Dhanamarga - A Smart Investment Platform and Mobile app for you to Plan, Invest, Insure, Track, Manage and Grow your Family's Wealth in a safe and smart way. 

Key features include e-KYC & Paperless Investment Account opening, "Ready to Invest" Solution baskets, Smart Scheme selector with "Voice Search" facility, Goal Setting, Financial Calculators, Multi-asset Portfolio Valuation & Performance Monitoring, extensive set of Investor reports (Portfolio Valuation, Capital Gains, Transaction & Account statements) plus a comprehensive range of Fixed Income and Annuity Solutions namely Capital Gains Bond, RBI Bonds, Sovereign Gold Bonds, National Pension (NPS) & Annuity / Pension schemes from from reputed Financial Institutions. Besides, you can also avail protection solutions such as Life Insurance, Health Insurance and Motor Insurance (Car & Two-wheeler)

Sign up today and get started at https://www.dhanamar.ga/

New Deal Win (Aug 2021)

DHANAYOGA has won a new deal to design, execute and manage multi-goal and multi-asset Portfolio for a Non-Resident Indian Family based in Dubai, UAE. The goals covered are short, medium and long term and includes building retirement fund, Children's Education fund (UG & PG), Children's Marriage, Travel Vacations and Emergency / Contingency Fund, besides Life, Health & Home Protection.

​The engagement is valued at over ₹65 Million over next 7+ years tenure and covers Goal Definition, Risk Profiling, Investment Plan design with risk tolerance aligned Asset / Sub-Asset Allocation, Product selection, planning and execution services in an end to end manner. The asset categories selected for the investment plan include Equity, Fixed Income, Cash & Alternative assets spanning NRE, NRO and Forex (USD) Investments. 
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To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html.
To know about our NRI services, visit https://www.dhanayo.ga/nri.html ​

New Deal Win (Jul 2021)

DHANAYOGA has won a new deal to design, execute and manage multi-goal and multi-asset Portfolio for a Non-Resident Indian Family based in Dubai, UAE. The goals covered are short, medium and long term and includes building retirement fund, Children's Education fund, Home Construction, Children's Marriage, Vehicle Purchase, International Vacations and Emergency / Contingency Fund, besides Life and Health Protection.

​The engagement is valued at over ₹73 Million over next 5+ years tenure and covers Goal Definition, Risk Profiling, Investment Plan design with risk tolerance aligned Asset / Sub-Asset Allocation, Product selection, planning and execution services in an end to end manner. The asset categories selected for the investment plan include Equity, Fixed Income, Cash & Alternative assets spanning NRE, NRO and Forex (USD) Investments. 
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To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html.
To know about our NRI services, visit https://www.dhanayo.ga/nri.html ​

New Deal Win (Jun 2021)

DHANAYOGA has won a new deal to design, execute and manage multi-goal and multi-asset Portfolio for a Non-Resident Indian Family based in Dubai, UAE. The goals covered are short, medium and long term and includes building retirement fund, Children's Education fund, Emergency / Contingency, besides Life and Health Protection.

​The engagement is valued at over ₹60 Million over next 5+ years tenure and covers Goal Definition, Risk Profiling, Investment Plan design with risk tolerance aligned Asset / Sub-Asset Allocation, Product selection, planning and execution services in an end to end manner. The asset categories selected for the investment plan include Equity, Fixed Income, Cash & Alternative assets. 
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To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html.
To know about our NRI services, visit https://www.dhanayo.ga/nri.html ​

New Deal Win (Apr 2021)

DHANAYOGA has won a new deal to design, execute and manage multi-goal and multi-asset Portfolio for a Resident Indian Client based in Chennai, India. The goals covered are short, medium and long term and includes generating ongoing early Retirement Income, Home Purchase, Vehicle Purchase, Gift Fund for Children & descendants, Annual vacation and most importantly Emergency / Contingency fund, besides Life and Health Protection.

​The engagement is valued at ₹30 Million over next 20+ years tenure and covers Goal Identification, Risk Profiling, Investment Plan design with risk tolerance aligned Asset / Sub-Asset Allocation, Product selection, planning and execution services in an end to end manner. The asset categories selected for the investment plan include Equity, Fixed Income & Alternative assets. 
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To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html%E2%80%8B

New Deal Win (Jan 2021)

DHANAYOGA has won a new deal to design, execute and manage multi-goal and multi-asset Investment Planning engagement for an NRI Client based in UAE. The goals covered are short, medium and long term and includes Retirement Income Fund, Children's College education, Children's Wedding fund, Emergency / Contingency fund, Vehicle Purchase and Annual vacation savings.

​The engagement is valued at ₹15.0 Million over next 10 years tenure and involves Risk Profiling, Investment Plan design with risk profile aligned Asset / Sub-Asset Allocation, Product selection, allocation planning and execution services in an end to end manner. The asset categories selected for the investment plan include Equity, Fixed Income & Alternative assets spanning client's NRE, NRO A/c and Forex (USD) A/c. 

To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html
To know about our NRI services, visit https://www.dhanayo.ga/nri.html 

New Deal Win (Jan 2021)

DHANAYOGA has won a new deal to design, execute and manage multi-goal and multi-asset Financial Planning engagement for an NRI Client based in UAE. The goals covered are short, medium and long term and includes Retirement Income Fund, Children's College education, Children's Wedding fund, Emergency / Contingency fund, Vehicle Purchase and Annual vacation savings.

​The engagement is valued at ₹95.6 Million over next 20 years tenure and involves Financial Analysis, Risk Profiling, Investment Plan design with goal and risk profile aligned Asset / Sub-Asset Allocation, Product selection, allocation planning and execution services in an end to end manner. The asset categories selected for the investment plan include Equity, Fixed Income & Alternative assets spanning client's NRE and NRO A/c. 

To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html
To know about our NRI services, visit https://www.dhanayo.ga/nri.html 

New Deal Win (Nov 2020)

DHANAYOGA has won a new deal to design, execute and manage multi-goal and multi-asset Financial Planning engagement for an NRI Client based in Kuwait. The goals covered are short, medium and long term and includes Retirement Income Fund, Children's College education, Children's Wedding fund, Emergency / Contingency fund, Vehicle Purchase and Annual vacation savings.

​The engagement is valued at ₹42.2 Million over next 10 years tenure and involves Financial Analysis, Risk Profiling, Investment Plan design with goal and risk profile aligned Asset / Sub-Asset Allocation, Product selection, allocation planning and execution services in an end to end manner. The asset categories selected for the investment plan include Equity, Fixed Income & Alternative assets spanning client's NRE and NRO A/c. 

To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html
To know about our NRI services, visit https://www.dhanayo.ga/nri.html

New Deal Win (Oct 2020)

DHANAYOGA has won a new deal to design, execute and manage Fixed Income portfolio investments for a Resident Indian Client based in Bengaluru, India. Considering the steep drop in Fixed Deposit interest rates the client required a suitable portfolio to grow their Fixed Income investments gainfully and with a low risk profile.

​The engagement is valued at ₹4.4 Million over next 5 years tenure and involves Investment Plan design aligned with client's expectations and risk profile, aligned Asset / Sub-Asset Allocation, Product selection, allocation planning and execution services in an end to end manner. The asset categories selected for the investment plan include Fixed Income & Hybrid category of assets. 

To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html

New Deal Win (Aug 2020)

DHANAYOGA has won a new deal to design, execute and manage multi-goal and multi-asset Investment Planning engagement for a Resident Indian Family Client based in Chennai, India. The goals included are Regular Income -post retirement, Children's College education, Daughter's Wedding fund, Emergency / Contingency fund and Home Purchase.

​The engagement is valued at ₹31.3 Million over next 15 years and involves Investment Plan design aligned with client's expectations and risk profile, aligned Asset / Sub-Asset Allocation, Product selection, allocation planning and execution services in an end to end manner. The asset categories selected for the investment plan include Equity, Fixed Income & Alternative Assets. 

To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html

New Deal Win (Jun 2020)

DHANAYOGA has won a new deal to design, execute and manage multi-goal and multi-asset Financial Planning engagement for an NRI Client based in USA. The goals covered include Retirement Income Fund, Dependent income, Children's College education, Emergency / Contingency fund and Annual vacation savings.

​The engagement is valued at ₹11.2 Million over next 10 years tenure and involves Financial Analysis, Risk Profiling, Investment Plan design with goal and risk profile aligned Asset / Sub-Asset Allocation, Product selection and allocation planning and execution services in an end to end manner. The asset categories selected for the investment plan include Equity, Fixed Income, Gold & Alternative assets spanning client's NRE and NRO A/c. 

To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html
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To know about our NRI services, visit https://www.dhanayo.ga/nri.html 

New Deal Win (May 2020)

DHANAYOGA has won a new deal to design, execute and manage multi-goal and multi-asset Investment Planning engagement for an NRI Client based in Bahrain. The goals covered Retirement Income Fund, Children's College education, Emergency / Contingency fund and Annual vacation savings.

​The engagement is valued at ₹17.3 Million over next 5 years tenure and involves Financial Analysis, Risk Profiling, Investment Plan design with goal and risk profile aligned Asset / Sub-Asset Allocation, Product selection and allocation planning and execution services in an end to end manner. The asset categories selected for the investment plan included USA, International and Indian Equity, Fixed Income, Gold & Alternative assets across client's BD/USD (Forex), NRE and NRO A/cs. 

To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html
To know about our NRI services, visit https://www.dhanayo.ga/nri.html

New Deal Win (Feb 2020)

DHANAYOGA has won a new deal to design, execute and manage multi-objective and multi-asset Financial Planning engagement for an NRI Client based in UAE. The goals covered Retirement Income Fund, Children's College education, Children's marriage, Home Purchase, Vehicle Purchase.

​The engagement is valued at ₹5.6 Million over next 20 years tenure and involves Financial Analysis, Risk Profiling, Investment Plan design with goal and risk profile aligned Asset / Sub-Asset Allocation, Product selection and allocation and Life, Disability, Health and Home Insurance planning and execution services in an end to end manner. The asset categories analyzed, designed, optimized and implemented cover Equity, Fixed Income, Deposits, Real Estate, Gold, Insurance linked investments spanning client's NRE and NRO A/c. 

To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html

New Deal Win (Feb 2020)

DHANAYOGA has won a new deal to design, execute and manage multi-objective and multi-asset Financial Planning engagement for an NRI Client based in UAE. The goals covered Retirement Income Fund, Children's College education, Children's marriage, Home Purchase, Vehicle Purchase.

​The engagement is valued at ₹107 Million over next 18 year tenure and involves Financial Analysis, Risk Profiling, Investment Plan design with goal and risk profile aligned Asset / Sub-Asset Allocation, Product selection and allocation and Life, Disability, Health and Home Insurance planning and execution services in an end to end manner. The investments analyzed, designed and implemented cover Equity, Fixed Income, Deposits, Real Estate, Gold, Insurance policy linked investments spanning client's NRE and NRO A/c. The next phase of the engagement is likely to be extended to International assets (USD) as well.

To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html

New Deal Win (Jan 2020)

DHANAYOGA has won a new deal to design, execute and manage multi-objective and multi-asset Investment Planning engagement for an NRI Client based in Europe. The goals covered Retirement Fund, Child education, Business venture fund and generating surplus returns for accelerated Loan EMI Foreclosure.

​The engagement is valued at ₹26 Million over next 20 year tenure and involved Financial Analysis, Risk Profiling, Investment Plan design with goal aligned Asset / Sub-Asset Allocation, Product selection and allocation and Forex risk mitigation. The investment assets span risk profile aligned Equity and Fixed Income MFs and Term deposit assets covering NRE and NRO A/c of multiple family members. The next phase of the engagement is likely to be extended to International assets as well.

To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html

Launched - Debt Counselling and Loan Advisory Services

Dhanayoga is pleased to announce extension of Debt Counselling and Loan Advisory services to additional areas to help client's fulfill life goals competitively. We now offer debt counselling and loan advisory services for Home Loans, Loan against property (LAP), Commercial Purchase, Personal Loans, Education Loan, SME Loan and Construction Finance. The services cover both new loans and Balance transfer of existing loans in association leading institutional partners to help clients realise beneficial value at competitive costs. To discuss your needs, Get in touch >> 

Launched - Wholesale Bonds Investment Services (Oct 2019)

Dhanayoga is pleased to announce the launch of Wholesale Bond Investments in partnership with leading institutions, with returns of 9 - 12% p.a 

Key Features
Earn higher returns on your investment - Wholesale Bonds enable you to earn far better returns when compared to FDs.
Quality Credit Assets - The bonds in wholesale market carry credit rating of AAA – A, with wide bonds from leading institutions, banks, capital markets to offer a wide choice to our investors
Single point interface for fixed income investing - We take care of end-to-end investment process of bonds, debentures and corporate fixed deposits, right from asset allocation, selection till receipt of bond units in your demat or deposit certificates with pre-sales and post-sales and support services.
Get regular updates and alerts - Regular updates on upcoming issues, status of your current investments to keep you well informed.

Launched - Forex Hedging Services (Sep 2019)
Dhanayoga is pleased to announce the launch of Forex Hedging Services for Individuals and Corporates to eliminate Currency Risk by hedging their Cross currency exposure across most major global currencies.

Why hedge Forex Exposure
You may do business or have funds in one currency (e.g., USD, say base currency) and receive payments or do investments in another currency (INR etc). 
When billing or buying or investing, there is a specific exchange rate, but when you receive or make payment or redeem investments in future, an adverse move in exchange rate can result in lower receipts or making higher payment or loss of investment returns. This is termed as Currency risk.
Currency markets are notoriously volatile. Without hedging Currency risk, individuals or companies could suffer significant monetary losses that may affect investments or business cash flow.
Now, you can hedge (set off) Currency risk and be assured of the original exchange rate at a future date, all for a small premium - Get peace of mind and Predictability.

Key features of our Service
Size Really Doesn’t Matter - Minimum trade sizes range from $/£/€10,000 right up to multi-million trades, meaning you can hedge trades of all sizes.
Ultimate Flexibility - Variable trade size and time-value (up to 1 year), adjustable protection costs and strike rates. You can build a bespoke hedge to suit the business.
Funds are 100% Protected - We are entirely risk-free. All funds traded are held in fully segregated client accounts with top-tier banks.
Fully Regulated - We only work with regulated firms.
Booked Exchanges Guaranteed - Our regulation ensures that any exchanges booked through us are guaranteed for the lifetime of the trade.
Real-Time Pricing and Execution - Instant quotes. Instant execution. Live and tradable pricing for your fires hedge requirements.
New Hedging Service Available - Access to previously unavailable hedging solutions, with due flexibility. 

​For more details, get in touch with us at https://enquiry@dhanayo.ga/

Launched - Electronic (Paperless) KYC for Mutual Funds (Sep 2019)

Launched - DHANAYOGA is pleased to announce the launch of Electronic KYC (eKYC - 100% Paperless) for Resident and Non-resident (NRI) Individuals to invest in Mutual Funds. New Investors can register via eKYC in a paperless manner and invest with our trustworthy, independent and professional advisory guidance and build a financially stable future. >> Start eKYC

Launched - Dhanayoga services in Jammu & Kashmir Union Territory (Aug 2019)

DHANAYOGA is pleased to announce the launch of our services in the newly formed UNION TERRITORY of JAMMU & KASHMIR!! 

Residents, Corporates and Institutions based in Jammu & Kashmir Union Territory can now avail and benefit from our FINANCIAL PLANNING, WEALTH MANAGEMENT, INVESTMENT AND INSURANCE ADVISORY SERVICES and chart the path to build a predictable and stable financial future.

For more information about our services, Click here
View our All India and J&K points of contact - Click here

Dhanayoga wins new deal to build "High Yield - Medium term" portfolio (May 2019)

Dhanayoga designs and implements "HIGH YIELD - MEDIUM TERM" portfolio for an International client. 

Given the low bank interest rates in Middle East Market of 0.5% to 2.0% p.a for Savings and Term Deposits, the client who lives in UAE needed a solution that generates returns of 3 to 4x Term deposit rates, with sufficient liquidity to withdraw pre-defined amounts at pre-scheduled dates without any penalty and a solution with low risk levels.

Dhanayoga custom built and executed a High Yield Medium Term multi-asset USD portfolio comprising of US Treasury (S/M/L), Munis, Multi-Currency Futures, Prefs and Convertibles with a dash of High Dividend Equity assets.

The portfolio is adaptively allocated and tactically managed with target return of 8.0%+ p.a. It is a low volatility portfolio with desired liquidity and fully met (even exceeded) the needs of the client.

Do you live (or) have friends or relatives living in low interest rate geographies like Middle East, Singapore, ANZ, UK Canada, US, Europe, Japan ? Please share this information and it will be helpful to them. 

SmartSIP Launched (Apr 2019)

Dhanayoga launches "Smart SIP" - A goal based wealth creation solution with FREE Term LIFE Insurance cover up to Rs. 50 L.

"Smart SIP" is offered in partnership with PRAMERICA - A USA Headquartered Top Financial Institution managing $1.33 Trillion (= Rs. 93.4 Lakh Crores) of global wealth and assets. 

For more details, visit https://m.facebook.com/story.php?story_fbid=2661219170811643&id=1745116132421956

SmartSIP solution is also available as a ready made solution with few more leading partners like ICICI Mutual Fund, Reliance Mutual Fund and Aditya Birla Sun Life Mutual fund. For more details view Dhana Kshema

New Deal Win (Mar 2019)

DHANAYOGA has won a new deal to design, execute and manage multi-goal and multi-asset Financial and Investment Planning engagement for an HNI Indian Client. 

​The engagement is valued at ₹20 Million involves Financial Analysis, Risk Profiling, Investment and Insurance Plan design with multiple-goal aligned cash flow planning, Asset / Sub-Asset Allocation covering Equity, Fixed Income, Real Estate and Alternative Assets. The plan will be executed and managed to enable the client successfully achieve the various goals over the next 5 years.

To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html

New Launch - Multi-Factor Equity and Fixed Income Portfolios (Feb 2019)

DHANAYOGA is pleased to announce the launch of select Multi-Factor EQUITY and FIXED INCOME Portfolios (USD and INR denominated) aimed at Resident Indian, Non Resident Indian (NRI) and International investors.

Multi-Factor strategies build upon the long-standing concept of diversification that combining exposures to multiple drivers of returns — otherwise known as factors — can help soften the effect of draw downs and increase the potential for out performance.

Dhanayoga Multi-factor portfolios are built in 3 Categories namely, Conservative, Moderate and Aggressive Styles with sub-categories of Growth, Value, Quality, Income, Dividend, Momentum, Thematic, Liquid among others. Investors can choose portfolios based on Return-Risk profile and well aligned with one's short/medium/long term needs and goals.

For more information, visit http://www.dhanayo.ga/dhana-uttama.html

New Deal Win (Feb 2019)

DHANAYOGA has won a new deal to design, execute and manage multi-objective and multi-asset Investment Planning engagement for an HNI Indian Client. 

​The engagement is valued at ₹5 Million involves Financial Analysis, Risk Profiling and Investment Plan redesign with goal aligned Asset / Sub-Asset Allocation covering Equity (Direct and MFs), Fixed Income, Real Estate and Alternative Assets, spanning Domestic and International markets.

To know more about our Financial and Investment Planning services for Indian and International clients, visit http://www.dhanayo.ga/services.html

New Deal Win (Jan 2019)

DHANAYOGA has won a new deal to design, execute and manage multi-objective, multi-geography and multi-asset Financial and Investment Planning engagement for an International client.

​The engagement is valued at $0.7 Million involves detailed Financial Analysis, Risk Profiling, Goal Definition, Investment, Insurance & Tax Planning with appropriate goal aligned Asset / Sub-Asset Allocation covering Equity, Fixed Income, Real Estate, Natural Resources and Alternative Assets, spanning Domestic and International markets.

To know more about our Financial and Investment Planning services for India and International clients, visit http://www.dhanayo.ga/services.html

Launched - Global Investment Advisory Services (Oct 2018)

Dhanayoga is pleased to announce the launch of our Global Portfolio Investment Advisory Services. This enables Individual and Institutional investors from any part of the world to benefit from standardized and tailored Global Multi-asset portfolios that align with one's return, risk, tenure and liquidity needs.
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The portfolio is built with multi-assets spanning Equity, Fixed Income, Natural Resources, Real Estate and Alternative assets covering US / North America, LATAM, Europe, Asia Pacific, BRIC, Emerging and Frontier Markets so as to diversify risks and generate gainful returns. It is managed actively and offered at a great "value price point".

For more information, Click here

Launched - General Insurance Advisory Services (Sep 2017)

Dhanayoga is pleased to announce the launch of General Insurance advisory services for the benefit of Individuals and Institutions (Residents and NRIs). For Individuals, Health Insurance, Travel Insurance, Motor Insurance and Home Insurance solutions are offered.

​For Corporates and Institutions, Fire, Marine, Industrial All Risk, Public Liability, Product Liability, Workmen Compensation, Directors & Officers Liability, Group Life, Group Medical and Personal Accident Insurance, Travel Insurance and Custom Insurance solutions are offered.

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Launched - Alternative Fixed Income Portfolios (Oct 2017)

Dhanayoga is pleased to announce the launch of Alternative Fixed Income Portfolios for the benefit of Individual and Institutional investors based in India. The Alternative Investment portfolios are open to Non Resident Indians (NRI) through NRO Account as well. This provides a great opportunity for investors to diversify into a new asset class, earn returns superior to conventional fixed income assets (i.e., FDs, Debt Funds etc.,) for short and medium term needs (3 months to 3 years).

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Launched - Life Insurance Advisory Services (Jun 2017)
Dhanayoga is pleased to announce the launch of Life Insurance advisory services for the benefit of Individuals and Institutions (Residents and NRIs). The services cover a wide range of Life Insurance Solutions namely Term Insurance, Unit Linked Insurance Plans (ULIP), Monthly Income Plans, Women & Child Plans, Savings Plans, Retirement & Pension Plan and Group Life Insurance (for companies and institutions) and QROPS (Qualifying Recognised Overseas Pension Scheme - for individuals relocating to India to transfer their accumulated benefits contribution and earn monthly income) and more..

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Launched - Financial Planning Services (Apr 2017)
Dhanayoga is pleased to announce the launch of Comprehensive Financial Planning Services for Individuals (Resident and NRIs). The services cover comprehensive analysis of one's Financial status covering Assets, Liabilities, Income and Expense pattern, Defining life goals and translating it into Financial Goals, building a detailed financial, investment and insurance plan, assist in executing the designed plan and monitoring, tracking and re-balancing the investment plan to help individuals to attain their life goals through systematic financial planning and management.

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Launched - Mutual Fund Advisory Services (Jan 2017)

Dhanayoga is pleased to announce the launch of Mutual Fund Advisory Services for the benefit of Individual (Residents and NRIs (NRE & NRO A/c) and Institutional investors. The investment portfolio is built considering each investors needs and goals such as Wealth Creation, Regular Income, Bridge Income, Tax Savings, Regular Savings, FREE Insurance linked Savings and more..

The advisory services take into consideration return expectations, risk profile, tenure (holding period) and liquidity needs. It aims to generate returns superior to common banking and insurance centered investments (i.e., RDs, FDs, PPF, Chit Fund, Endowment, Money Back Plans etc.,). Investment portfolios are built for a wide range of tenures namely Overnight (1 day), Liquid (<= 3m), Ultra Short term (<= 12 m), Short term (<= 24 m), Medium term (<= 60 m) and Long term (> 60 m).

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