Dhanayoga

Just released NDA Election Manifesto and the Themes / Sectors that are likely to benefit post elections*. Read more at https://lnkd.in/gf3nbS-R Sethu V #nda #elections #policy #infrastructure #rural #realestate #hospitality #railwsys #defence #automotive #pharma #healthcare #fmcg #autoancilliary #naturalgas #energy

*Dhanayoga launches *Capital Gain harvesting strategy* for client portfolios. Capital Gain harvesting strategy provides *significant tax optimisation benefits to clients* who have growth portfolios. For those who have income portfolios it is equally helpful to *cut tax liability from realised gains*. The process of performing Capital Gains Harvesting needs to be *scientific and highly calculative* as it needs to take into consideration various factors like *Date of each investment transaction, Category of investment assset (Equity, Fixed Income Alternative assets), Capital Gain attribution from each scheme in the portfolio, Asset allocation ratios, Type of Capital gain (Long or Short term)* among other aspects. Capital Gain harvesting *optimizes taxes significantly*. For a brief illustration closed, view enclosed image where "Reset" indicates Capital Gains harvesting strategy applied to client portfolio (considering single scheme portfolio). The *net effect on an initial lumpsum investment of Rs 10,000 growing over a period of time to a value of Rs. 2.20L is a neat saving of Rs 11,463 with 0% tax liability* as compared to a portfolio where there is no capital gain harvesting done. The *benefit for clients having a much larger investment portfolios can turn out be quite significant* in the long term. This benefit is *offered complementary as a value add to all client portfolios (transitioned to the new digital platform and M-App*) w.e.f *Apr 1 2024*. Do you *wish to avail Capital Gain harvesting benefit for your investment portfolio and optimize on taxes?* Reach us at *DHANAYOGA* | E: enquiry@dhanayoga.in | W: https://lnkd.in/gDJgtF2G (Choose CG Harvesting and Tax Optimization) drop down to set up a meeting.

Tax Saving Time? Choose the right mix. read on.. #elss #taxsavings #taxoptimization #eee #mutualfunds #taxsavermutualfunds #ppf #epf #insurance #taxsaverfd #nsc #nss #kvp #ssy https://lnkd.in/gFX2_Wte

Loan against securities for Corporate entities and Individuals / Employees. Read more at https://lnkd.in/gukf6qr6 #loans #credit #mfloan #Collateralisedloan #shorttermloan #mediumtermloan Sethu V

Happy to share client perspectives and testimonials about DHANAYOGA. https://lnkd.in/gcZMJ4Jm

Launched - Loan against Insurance Policy Read more at https://lnkd.in/gGB-8qW2

https://lnkd.in/gzt87u7j Dhanayoga Sethu V

*Dhanayoga* is pleased to announce our new partnership with *Bajaj Finserv Asset Management Company (AMC) Ltd. (Bajaj AMC)* This *expands our relationship with Bajaj group beyond Loans, Fixed Deposits, Recurring Deposits and Loans into the Mutual Funds* space. Please find a brief writeup of *Bajaj Finserv Asset Management company* (AMC) (A subsidiary of Bajaj Finserv herewith) in image attached. *Bajaj AMC* will soon be launching *Bajaj Flexicap Fund*, its *very first equity Mutual fund offering*. You can participate and invest in this scheme and benefit from the *high growth potential, extensive financial sector capabilities and professional pedigree* of the Bajaj group to build a strong and significant financial corpus for the family. This scheme is *suitable for high risk tolerance investor*, for *long term horizon (>= 5 years)* and to build wealth to meet *long terms goals like retirement, children's education* and such family goals. For detailss, reach us at *DHANAYOGA* | E: enquiry@dhanayo.ga #assetmanagement #mutualfunds #growth #bajajfinserv #bajajfinance #bajaj Dhanayoga Sethu V

Please to announce the launch of Dhanayoga's new and refreshed website. Visit us at www.dhanayoga.in #website #wealthmanagement #investment #insurance #alternativeinvestments #loans #credit #appointments #helpdesk #news #faqs #books Dhanayoga #mutualfunds #etfs #aif #equities #fixedincome #impactinvesting #planning #execution #monitoring