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:
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.
MoneyDhan asks for 10% of the profit share
10 thousand for every 1 lakh profit
or,
1.25 lakh as maximum fees if you make 12 lakh profits whichever is lower, in the client’s favor.
We will understand your profile.
We need some soft copies that verifies your identity.
The agreement mentions your risk profile, the kind of guidance, mode of guidance, service cost etc.
Share us the details. Funds in your account. Existing Holdings if any. Capital Gains report etc..
You execute the trades in your own demat account
Once every month share us your Holdings and Capital Gains report.
10 Thousand for every 1 lakh profit.
Moneydhan Investment Advisory India LLP
SEBI Registered Investment Advisers Registration No. INA200016193
(Type of Registration- Non-Individual, Validity of Registration- Perpetual)
KMC XXX/1242 B1 , First Floor, Opposite Government Hospital, Kothamangalam P.O, Kothamangalam, Ernakulam District, Kerala , India – 686691
Contact No: 91 9895236064,
Email: sujith@moneydhan.com
Principal Officer: Mr. Seshadri K Iyengar, Contact No: 91 9886052628,
Email: seshadri@moneydhan.com