Privacy Policies

MoneyDhan Investment Advisory India LLP (Investment Advisor) respects and values the ‘Right to Privacy’ of individuals. We are esteemed by the relationship and by becoming our clients you have a promise from our side that we shall remain loyal to all our clients and non clients whose information resides with us. This Privacy Policy of CapitalVia applies to the current clients as well as, former clients. Below are the word by word credentials of our Privacy Policy:

 
  • By registering your mobile number on MoneyDhan Investment Advisory India LLP’s website, you agree to be contacted by our personnel or to receive SMS’s and it shall be treated as ‘opt inn’ in case if the contact number you have registered with us, is subscribed in DND registry (Do Not Disturb). By registering for our services, you also agree to comply with our Private Policy and Terms & Conditions.
    Please be aware that you may receive calls related to services promotions and any sort of contests and polls organised by us. In case there are any changes in your contact information that we retain, please bring this to our knowledge either by call or email.
  • Your information whether public or private, will not be sold, rented, exchanged, transferred or given to any company/establishment/individual for any reason, without your consent for the same.
  • Your information will be used ONLY for providing the services to you for which you have subscribed to us. For which you have shared your respective information.
  • The information shared with us by you, represents your identity with us. Please update us through email or call, as and when, any changes takes place regarding any of the details that you’ve shared with us.
  • In addition to the service provided to you, your information (Mobile Number, E-Mail ID etc.) can be brought in use for sending you newsletters, survey, contest information, or information about any new services of the Company which will be for your own good and while subscribing for our services you agree that CapitalVia has the right to do so.
  • By subscribing to our services, you consent to our Privacy Policy and Terms of Use.

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.

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