DHANA UTTAMA - Equity Portfolio Advisory Services from Dhanayoga

DHANA UTTAMA is a Separately Managed Account (SMA) Direct Equity Portfolio Advisory service where each client's monies are held separately (no pooling of funds of multiple clients).

A separately managed portfolio is built and managed for each client.

We are one of the very few investment advisory firms in the world who provide flexibility for client's special preferences such as their money is to be invested only into certain companies that comply with certain ethical, governance and environmental (ESG) considerations for e.g,

Ethical / moral considerations (e.g., cigarettes, liquor, blood gold, child labor etc.,
Business Governance considerations - Not invest in Non-democratic or dictatorial countries or those with separatist policies etc.
Environmental considerations - Not invest in Oil, asbestos, polluting industries etc

These preferences get incorporated in the initial scope of agreement and the portfolio is built in alignment and managed.

Our services are secure, regulation compliant, transparent and trustworthy wherein:

Your money always stays in YOUR control in your bank or equity trading a/c,
The shares will always be in YOUR custodial / demat a/c and
All dividends and benefits announced by the invested companies will be credited to your custodial or banking a/c and it can be reinvested, if needed.

To know more about DHANA UTTAMA, get in touch with us

Dhanayoga is a financial planning and investment advisory services firm. Our mission is to enable ordinary people create wealth by investing in high quality, value driven, suitably liquid and risk managed investment assets.

10, Meenakshi Street
Perambur, Chennai 600011,
Tamilnadu, India

This release was published on openPR.