MoneyDhan is your money guide

Making Managing Money is a skill.
We are Sebi Registered Investment Advisors

Your Personal Investment Advisor

Qualified SEBI
Registered professionals.

Companions on your journey towards wealth and prosperity. Remember the rule of life,

  • First 20 years you Learn
  • Next 20-30 years you Earn
  • Last 20-30 years you Spend.
 
Do not know where to invest you money? Perfect !

FEE ONLY

Compensated only with the fee clients pay directly to us.
We are Not earning commissions by any means.

INDEPENDENT

Not affiliated with any bank, Mutual Fund or Insurance  company

LICENSED

Holds SEBI’s “Registered Investment Adviser” (RIA) License

You have complete ownership and control of your money

Capital Control

Your capital is held in a trading and demat account with a third party broker, the control to which only you have.

Risk Management

We actively manage your downside risk during volatile market conditions using quantitative techniques.

Liquidity

Your investment with MoneyDhan’s guidance do not have a lock-in. You can choose to redeem your funds anytime.

Dedicated Investment Manager

You are assigned a dedicated investment manager who serves as your financial advisor for your investment, both within and outside MoneyDhan.

Our products crosses the limitations faced by
Mutual Funds, Portfolio Managers & Small Case Themesa

At no commitment ; Talk to us without hesitation. Explain to us, Your requirement. 
Our Strategy experts will recommend the suitable combination of products for you.

Small Pots

When the market goes up, Small POTS product enhances your returns. Maximum Loss is fixed. Risk to reward ratio is usually 1:3 or more, in your favour.

Hedge Insure

Add a level of protection using our product HEDGE INSURE to help preserve your MF or Equity investments against unpredictable market crashes.

Nifty Beater

Buy NiftyETF with Downside capital protection.
Only Product in India with
“Protective Investment Strategy”

Stocks picked uniquely for your need. Suitable for anyone aged between 18-60. Long term means holding period of more than 5 years.

1. Small Pots - Managed Outcome

Enhance your Returns by multi folds.

When Nifty goes 3% up,
SMALL POTS Strategy gain upto 15%.

Small POTS Represent Small Pre-Defined Options Trading Strategies

  • Maximum Loss is fixed.
  • Risk to reward ratio is 1:3 or more.
  • Managed outcome Strategy.

Minimum Capital Required?..... 1 lakh

Holding Period?..... Few weeks to Max 3 Months

Number of trades?
Just one Time Set up.
No follow up required.

Who executes?
You can execute in your own exist broker like zerodha, Groww,Upsock etc. Our RM will hand Hold you

2. Hedge Insure - Protective Investment

Earn when market falls down.

Add a level of protection using our product HEDGE INSURE to help preserve your MF or Equity investments against unpredictable market crashes.

Only strategy in India that earns profits for you, when market falls.
Risk to Reward is usually 1:5

Minimum Capital Required?..... 1 lakh

Holding Period?..... Few weeks to 3 Months

Number of trades?
Just one Time Set up.
No follow up required.

Protection worth?
Using 1 lakh capital, you can hedge approximately 7 lakh worth of Equity/Mutual Fund portfolio against crash.

3. Nifty Beater

A smart Portfolio strategy developed using Derivatives.
Based on NIFTY as Underlying asset,
Gain Unlimited profit when Nifty goes up.
Get Downside protection so that, your loss is limited when Nifty Falls.

Popular in USA. First Time in India.
Upside Profit + Downside loss protection = Growth & Safety
Read More

Upside

17500 Nifty Spot ~ Unlimited gain on upside rally

Leverare 1:1.8

9 Lakh

Min Exposure

5 Lakh

Min Capital

No Data Found

Downside

17500 Nifty Spot ~ Maximum loss is just 5% (Cost of Premium)

5%

Cost of 1 year insurance buy

Monthly income can set-off the insurance cost too.

No Data Found

4. Demat Equity Long Term

Direct Equity in your own demat account, based on our advise.

We suggest Large cap blue chip, Sector leader companies with no intention to exit.

An MF is like a train, where an 18 year old and 60 year old gets same stocks as NAV units. But You are unique. Your stock portfolio should be unique too. Stocks picked are unique for you.

This is way Better than MF.

The stocks rest in your own demat account.

We buy And Hold With No Churning

Please Read Our Blogs
To Know More About Investment