“MoneyDhan Investment Advisory India LLP”- Investment Advisor (hereinafter referred as “MoneyDhan”) shall not be liable for any misrepresentation, falsification, and deception or for any lack of availability of services through the website, even if the same are advertised for, on the website.
MoneyDhan shall not be liable for any misrepresentation, falsification, and deception or for any lack of availability of services through the website, even if the same are advertised for, on the website.
We touch base with our customers and prospects using the phone no.series (Kindly note that MoenyDhan serves all it customers only from the above mentioned numbers. Thus any call from a number other than mentioned above, claiming to be from MoneyDhan , shall be completely ignored.)
MoneyDhan confirms that no employee of ours can engage in (directly or indirectly) any trade or business in capital market.We do not allow any of our employees to participate in trading business.We also restrict our people from getting into any related business or otherwise for ensuring unbiased services to the clients of MoneyDhan.
In compliance to SEBI (Investment Advisers) Regulation 2013, all our Research Analysts are certified by the National Institute of Securities Market (NISM) with an experience of more than 5000 Hours and its still adding.
The track record of the services offered by MoneyDhan is published on a day+1 basis to its websites, i.e. www.moneydhan.com/dashboard.
MoneyDhan categorically states that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the MoneyDhan), will be profitable or equal any historical performance level(s).
Your KYC and Risk Profiling formalities need to be complete before you can use any service fromMoneyDhan. Even if the subscription fee is paid, no service would be rendered to any customer before completion of KYC and RPM formalities. For completing the KYC formalities, we proceed with the information mentioned on the PAN Card Number only.
The service offered to any customer depends on his/her Risk Profile Management. MoneyDhan offers only those service to the customers which are either of the same risk category or less. In all the other cases, MoneyDhan offers no services and the subscription fee is returned.
The website contains features of the services that are currently being offered by MoneyDhan and those intended to be offered in the future. MoneyDhan intends to launch the services, confirming with the features listed on the website in total, however, due to business need and regulatory requirement the final launch may contain variables. Notwithstanding anything contained in the website regarding the services, MoneyDha may decide to postpone the offering of the services or may even decide to withdraw the offering or even a currently offered service altogether.
MoneyDhan is not engaged in any kind of execution services Any alliances, partnership co-branding that we have doesn’t guaranty or assure free gifts, profit etc. This partnerships are meant for providing additional benefits to our subscribers during festive season or special occasions while they are subscribing our services. These offers by no means designed or presented to lure our prospects towards subscribing our services.
MoneyDhan reserve the right to modify/ alter/ change the content of its website. Clients are advised to update themselves from time to time.
Investments in securities are subject to market risks, which includes price fluctuation risk. There is no assurance or guarantee that the objectives of any of the products mentioned in this document or on this site will be achieved.
As a business, we DO NOT offer or involved in any direct or indirect execution services. Our services are limited to providing research based trading signals.
Methodology of maintaining track record of recommendations Click Here
Police advisory for investors who taking services of financial advisors. Click Here
Public Notice to draw the attention of investors at large about the prevalence of fraudulent activities being perpetuated by fraudsters who aim to deceive and defraud the investors by mis-using MoneyDhan’s name, logo and other intellectual property. Click Here
Dear Investors, please note that with effect from January 2021, CapitalVia has launched new service line, however, please note that we shall continue serving customers who had subscribed to previous services till completion thereof in compliance with new SEBI guidelines.
Research data and reports published/ emailed/ text messaged/ transmitted through mobile application/s, by MoneyDhan or those recommendation or offers or opinions concerning securities or public offer which are expressed as and during the course of “Public Appearance” are for informational purposes only. The reports are provided for assistance and are not intended to be and must not alone be taken as the basis for an investment decision. The user assumes the entire risk of any use made of this report/ analysis/ call. Though disseminated to clients simultaneously, not all clients may receive the reports at the same time.
Analyst or any person related to MoneyDhan may or may not be holding positions in the stocks recommended.
You will LOVE us,
If you are..
Aware of the fact that
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.
Someone who prefers
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.
Unable to commit
50 Lakhs to Portfolio Management Service (PMS)
No minimum Balance with us. We can mimic the best PMS in market.
NOT comfortable in
Giving Power of Attorney (POA) to anyone
Execute Yourself. We just provide you with advise and guidelines. No POA involved.
How to Start With Moneydhan?
We request 1% of Asset Under Advisory (AUA) upfront. Say 5 thousand upon 5 Lakh capital. At year end, this is adjusted against the profit share of 10%. Assume you gain 50 thousand profit upon 5 lakh by year end. 10% of 50 thousand is 5 thousand
1. Connect Us
We will understand your profile.
2. Know Your Customer Documents
We need some soft copies that verifies your identity.
3. Agreement between you and us
The agreement mentions your risk profile, the kind of guidance, mode of guidance, service cost etc.
4. Assign us your broker account
Share us the details. Funds in your account. Existing Holdings if any. Capital Gains report etc..
5. We reach out with our email or SMS or Whatsapp etc
You execute the trades in your own demat account
6. Share your performance reports
Once every month share us your Holdings and Capital Gains report.
Its Free to Hire us
10 Thousand for every 1 lakh profit.
Capped at 2.5% of Asset Under Management.No time limit. We risk our reputation, commit our time & resources upfront – until you see 1 lakh profit. If you paid us 30 thousand it means, you made 3 lakh profit.
We are MoneyDhan.com, A less known Investment Advisor who beats Mutual funds with zero fee or exit loads. Hire us for free first. Pay us 10 thousand for every 1 lakh profit you make in your own Demat account. We get paid by you only if, you get positive result. Pay for Results only.