Full Service Expertise

Comprehensive Wealth Solutions Portfolio for Resident Indian and NRI clients

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Do not save what is left after spending, but spend what is left after saving.

Warren Buffet • CEO of Berkshire Hathaway

Financial and Investment Advisory Services

Dhanayoga is a financial planning and investment advisory solutions and services firm. 

The distinct features of our services are:

  1. Unbiased and 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 Profiling

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

Investment Advisory

  • Goal Planning
  • Asset Allocation
  • Investment Planning
  • ​Plan execution & oversight

Insurance Advisory

Debt Counselling

  • Need Understanding
  • Financing Options
  • Product Selection
  • Credit Fulfillment

Tax Advisory

  • Impact Analysis
  • Product Selection
  • Tax Optimization
  • Regulatory updates

Global Investing

  • Goal Alignment
  • Risk assessment
  • Portfolio Design
  • Investment Management

Asset Classes