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ONBOARDING

Below is the link which will take you through the onboarding process. It is a 10 minute process where you will be filling your risk appetite and understanding the risk analysis. Also review and sign the agreement document which outlines the terms and conditions.

Password: 76432

Click Here For Onboarding

Mandate information required for onboarding:

a) Phone number (communication number)
b) Name as per PAN
c) Email id
d) PAN number to verify KYC
e) AADHAR number to eSign the agreement (OTP will be received by AADHAR registered mobile number)

Note : Once you are done with Esign , you will be redirected to your dashboard . You can logout/close your browser.

Point of Contact

If you have any questions or need assistance at any point , please feel free and drop us a whatsapp screenshot/message on 8828147028

On successful E-sign of agreement , please drop in the whatsapp message to the above phone number. Our team will get in touch with you during working hours.

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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?

1. Quick Intro Call

A 10-minute call to understand your needs and walk you through how we work.

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2. Deep-Dive Consultation

A 60-minute Google Meet with our advisory team to explore your financial goals, risk comfort, and timeline.

  • Our startegy team will commit time, energy and resources upfront for free.
  • An detailed questionnaire.
  • We fill everything in depth.

Helps us to find your Blindspots, Strengths, Desires and Psychology towards money.

3. Onboarding & Advisory Fee

If you’re confident to proceed,

we complete KYC, risk profiling, and sign a Letter of Understanding.

Fees? Only after the call.
Starts at ₹10,000/year OR 0.5% of assets managed. (50 thousand for 1 crore AUM)

Hire us

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.

Our Products

About Moneydhan

Other Links

Important Links

Moneydhan Investment Advisory India LLP

Moneydhan Investment Advisory India LLP
SEBI Registered Investment Advisers Registration #; INA000018984
Type of Registration; Non-Individual, Validity of Registration; Perpetual
BASL Membership #; 2151
LLPIN #; AAV-1120

Address:

Kothamangalam, kochi, Ernakulam, KERALA, INDIA – 686691

Contact No: 91 8480005564,
Email: sujith@moneydhan.com

Address:

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.

Copyright © 2024 Moneydhan, All Right Reserved.

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