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.
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