The document market participant needs for Income Tax Filing Purpose
Account Performance Report
Find Answers to, What was the Low or High witnessed? What was the net profit or Loss in the client account ?
A) Equity & MF
B) BlackBox Alpha
A + B ) Net Profit & Loss
Comparison of Performance
Beating Nifty and staying above it is the recipe for wealth creation.
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.