As an Investment Adviser, we are passionate about making a difference to the society and help them enrich through our expertise in capital markets.
Our vision is to build an exemplary Investment advisory practice that can be trusted and unbiased, that is driven by strong values and ethics, providing outstanding investment solutions. To truly partner with our clients in their investment journey and help them realize their financial goals through long term, conservative and responsible non-speculative financial instruments.
All our actions as an Investment adviser are governed by 3 core values:
The objective will be to help clients make informed decisions regarding their personal finance and enhance their chances of achieving their financial goals in a disciplined way.
Front-running is prohibited. There are two ways in which front-running can arise:
We, Moneydhan Investment Advisory India LLP (“Investment Advisor”), a registered investment advisor, with SEBI Registration No. INA200016193, are implementing below guidelines as a guiding principles for our investment advisory activities. The guidelines would be applicable to us along with our employees and associates.
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Moneydhan Investment Advisory India LLP
SEBI Registered Investment Advisers
Registration No. INA200016193
Date:
Moneydhan Investment Advisory India LLP
SEBI Registered Investment Advisers Registration No. INA200016193
(Type of Registration- Non-Individual, Validity of Registration- Perpetual)
Address: KMC XXX/1242 B1 , First Floor, Opposite Government Hospital, Kothamangalam P.O, Kothamangalam, Ernakulam District, Kerala , India – 686691
Contact No: 91 9895236064, Email: sujith@moneydhan.com
SEBI regional/local office address – 6th Floor, Finance Tower, Kaloor, Kochi – 682017, Kerala
Principal Officer: Mr. Seshadri K Iyengar, Contact No: 91 9886052628, Email: seshadri@moneydhan.com
Post expense ratio and churning, Mutual Fund cannot achieve your financial goal.
60% of entire Mutual Fund Industry money is invested in just top 9 Nifty stocks. 10% goes to HDFC twins.
MF Direct Plan against expensive regular way
We are Zero Fixed fee. Buying Direct equity is close to zero cost nowadays. You can mimic MF via equity, for free.
50 Lakhs to Portfolio Management Service (PMS)
No minimum Balance with us. We can mimic the best PMS in market.
Giving Power of Attorney (POA) to anyone
Execute Yourself. We just provide you with advise and guidelines. No POA involved.
MoneyDhan asks for 10% of the profit share
10 thousand for every 1 lakh profit
or,
1.25 lakh as maximum fees if you make 12 lakh profits whichever is lower, in the client’s favor.
We will understand your profile.
We need some soft copies that verifies your identity.
The agreement mentions your risk profile, the kind of guidance, mode of guidance, service cost etc.
Share us the details. Funds in your account. Existing Holdings if any. Capital Gains report etc..
You execute the trades in your own demat account
Once every month share us your Holdings and Capital Gains report.
10 Thousand for every 1 lakh profit.
Moneydhan Investment Advisory India LLP
SEBI Registered Investment Advisers Registration No. INA200016193
(Type of Registration- Non-Individual, Validity of Registration- Perpetual)
KMC XXX/1242 B1 , First Floor, Opposite Government Hospital, Kothamangalam P.O, Kothamangalam, Ernakulam District, Kerala , India – 686691
Contact No: 91 9895236064,
Email: sujith@moneydhan.com
6th Floor, Finance Tower, Kaloor, Kochi – 682017, Kerala
Principal Officer: Mr. Seshadri K Iyengar, Contact No: 91 9886052628,
Email: seshadri@moneydhan.com