Your Personal Investment Advisor
Qualified SEBI
Registered professionals.
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
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.
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
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