Mr Shubham

5/5

Mr Shubham

5.98 Lakh

Capital Invested

2.08 Lakh

Absolute Profit

36.55 %

Profit Percentage

42 Months

Time Duration

Our Rules

We buy And Hold With No Churning

Mr Shubham is from Delhi.

A young Financial Market enthusiast who is working for a US based Mortage Lender.

Objective here is to accumulate amount for his retirement and provide some cash flow for monthly expenses.

Since 2019 June, the market has been behaving erratic. Post March crash, his equity is in negative. People hire us not for profits but, for our judgement in market.

We are good at managing various risk so that the portfolio Stays steady and grows consistently. Check out how derivatives call selling against his Equity portfolio has worked wonders. This is the advantage a Demat account owner enjoys over an Mutual fund.

Check The Bargraph
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24.62 %

Demat Long Term (Equity)

11.93 %

Black Box Alpha ST (Derivatives)

36.55 %

Net Profit/Loss

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Capital Gain Report

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 ?

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?

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.

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.

Our Products

About Moneydhan

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Important Links

Moneydhan Investment Advisory India LLP

Moneydhan Investment Advisory India LLP
SEBI Registered Investment Advisers Registration No. INA200016193
(Type of Registration- Non-Individual, Validity of Registration- Perpetual)

Address:

KMC XXX/1242 B1 , First Floor, Opposite Government Hospital, Kothamangalam P.O, Kothamangalam, Ernakulam District, Kerala , India – 686691
Contact No: 91 7666566272,
Email: sujith@moneydhan.com

 

Address:

Principal Officer: Mr. Seshadri K Iyengar, Contact No: 91 9886052628,
Email: seshadri@moneydhan.com, Moneydhanadvisor@gmail.com

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