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.
EKYC, Agreement between us. Everything is paperless. Click Here
Every person is different. Let us not dis-respect your hard earned money with senseless automation.
We personalise our service for you.
We guide you via email. You can get the investment executed form your broker.
We do not touch your capital.
Vision
Invest with knowledge & safety.
Mission
Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.
To provide investment advice to the client based on the risk-profiling of the clients and suitability of the client.
Do’s
Don’ts
Client’s queries / complaints may arise due to lack of understanding or a deficiency of service experienced by clients. Deficiency of service may include lack of explanation, clarifications, understanding which escalates into shortfalls in the expected delivery standards, either due to inadequacy of facilities available or through the attitude of staff towards client.
Clients can seek clarification to their query and are further entitled to make a complaint in writing, orally or telephonically. An email may be sent to the Client Servicing Team on moneydhancompliance@gmail.com
MONEYDHAN INVESTMENT ADVISORY INDIA LLP
KMC XXX/1242 B1, First Floor,
Opposite Government Hospital,
Kothamangalam, KOCHI 686691
Ernakulam KERALA INDIA.
https://play.google.com/store/apps/details?id=com.ionicframework.sebi236330
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.
A 10-minute call to understand your needs and walk you through how we work.
A 60-minute Google Meet with our advisory team to explore your financial goals, risk comfort, and timeline.
Helps us to find your Blindspots, Strengths, Desires and Psychology towards money.
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)
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
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.