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

Finance and Investments

Dhanayoga is an investment and insurance solutions and services execution 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 guidance for our clients

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Financial Profiling

  • Income & Expense analysis
  • Asset & Liability analysis
  • Need and Goal enlisting
  • ​Risk Profiling

Investment Solutions

  • Goals Planning
  • Asset Allocation (Equity & Others)
  • Investment Plans
  • ​Execution & Monitoring

Insurance Solutions

Debt Counselling

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

Tax Advisory

  • Impact Analysis
  • Product Selection
  • Tax Optimization
  • Tax Harvesting

Global Investing

  • Expectation Alignment
  • Risk assessment
  • Portfolio Plan and Execution
  • Portfolio Monitoring

Asset Classes