Which share to buy. How many shares to buy. When to exit.
A youngster and a retired personal received same portfolio in MF.
We personalise it for you.
Buying consistent & reliable monopolistic business is no-brainer. Sector leaders like Reliance, TCS, Hdfc, Asian paints etc… Anyone can buy them. But people Hire us to manage them.
We believe in No churning.
Just buy and hold those large Cap stock unless fundamentals deteriorate beyond recovery. It works like magic !
Save a portion of your tax liability with the help of tax loss harvesting
HDFCBANK stocks is the leader in banking sector and 4th largest company in india.
NESTLE is an FMCG that has navigated Maggie crisis and gave 100% returns in 5 years
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Real Numbers & clients. Only guy who tells you truth is your CA. Check these people’s capital Gains Report, which your CA asks for Income Tax Filing. Numbers cannot lie.
MoneyDhan is a Sebi Registered Investment Advisor which guides you with Demat Account Management.
The intention is to use Stock Market as a source of income which could provide sufficient wealth appreciation inorder to meet future Financial Goals for every Indian citizen.
Yes. It is safe and secure from any kind of potential fraud or glitch of the system.
We do not accept any of your capital. You fund your own demat account, opened under a legal exchange governed stock broker. (Zerodha/Sharekha/motilal oswal etc). They hold your capital whereas moneydhan just advises you, on the action to be taken in your demat account.
Not for those who will need the invested capital back within 3 years.
For short term, we utilize debt fund.
We will suggest you the best available asset that would create long term wealth for you.
You can withdraw cash from your account at any time. All you have to do is initiate the withdrawal process from the ‘Payout’ tab on the mobile app or desktop. The money will be wired directly to your bank account. It may take the same 2 hours – 4 business days for the Amount to reflect.
Required documents
Then, any one of the following
6 months bank statement upto July end
or
3 month pay slip
or
form 16
or last 3 year ITR acknowledgement
We seek permission via Registered email before every execution.
Using our master terminal, we execute the order, in your account.
Via mobile app from the broker, you can always verify the Trades, Profit or Loss, net balance lives.
Our preferred transaction is “Never Exit”
However if a company screams out a fundamental deterioration, we will migrate that capital to better opportunity (stock).
We are SEBI Registered Authorized Personal. This means, we request you to open a new Demat Account under our franchise.
We do not take control of your existing Demat account. However, you can easily shift your Shares/MF holdings to new Demat account opened under our franchise.
We are SEBI Registered Authorized Personal. This means, we request you to open a new Demat Account under our franchise.
We do not take control of your existing Demat account. However, you can easily shift your Shares/MF holdings to new Demat account opened under our franchise.
We are Authorized Personal for your Demat account. This means, we have access to your Demat account from our master terminal.
We execute your trade order. But we require your permission as email first. For every Single transaction, we need this permission. That is the compliance part.
Using mobile App from the broker, you can always verify the Trades, Profit or Loss, net balance lives.
We request 10 thousand from you. After you gain 1 Lakh profit.
Post expense ratio and churning, Mutual Fund cannot achieve your financial goal.
Moneydhan Investment Advisory India LLP
SEBI Registered Investment Advisers Registration No. INA000018984 (Type of Registration- Non-Individual, Validity of Registration- Perpetual)
BASL Membership Number 2151
Kothamangalam, kochi, Ernakulam, KERALA, INDIA – 686691
Contact No: 91 8480005564,
Email: sujith@moneydhan.com
Principal Officer: Mr. Hardeep Shantaram Korde, Contact No: 91 8480005564, Email: moneydhanadvisor@gmail.com
Warning: Investments in the securities market are subjected to market risks. Read all the related documents carefully before investing.
Disclaimer: Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The securities quoted are for illustration only and are not recommendatory.
