Being a fee-only investment advisory company, Dyota recommends only Direct Plans of mutual funds and other commission/brokerage free financial products, that result in significantly higher returns over the long term
Ideal for young professionals who have started their career recently and want to cultivate saving as a good habit right from the first salary. Under this plan we help build the savings habit and equip our clients with the knowledge required to navigate through the complex world of Savings and Investments.
The Free plan is applicable till Investments reaches a value of Rs.50000
This plan is designed for those who have already developed a savings habit and require constant support for investing monthly savings in various asset classes and diverse schemes. Using our unique ‘3 Bucket Approach’, we help in investing the monthly savings in the appropriate bucket based on cash flow projections.
The fee for the plan is just Rs.50 per month + taxes and to be paid Quarterly in advance and applicable till total value of Investment reaches Rs.2 Lakhs
This plan is designed for those who want to become rupee millionaire at the earliest. The plan will focus on increasing Monthly Savings and maximising returns on Savings by balancing investments in the 3 Buckets based on our unique "3 Bucket Approach"
The fee for the plan is Rs.300 per month + taxes to be paid Quarterly in advance and applicable till value of Investment reaches Rs.10 Lakhs
This plan is designed for those aspiring to become High NETWORTH Individuals. Comprehensive Financial plan will be provided to identify tax savings, balance risk and optimize borrowings to grow wealth faster.
The fee for the plan is Rs.1000 per month + taxes,to be paid Quarterly in advance and applicable till value of Investment reaches Rs.30 Lakhs
Our proprietary algorithm helps HNI Investors dynamically alter SIP’s/STPs and other High-risk Investments based on their Cash Flow position, Market Environment and their risk capability.
The Fee for the Plan is 0.5% of Mutual Fund Investments advised and managed. Minimum Investment is Rs.30 Lakhs and Fees will be charged on Quarterly in advance.
This plan is ideal for knowledgeable investors, who would like to get their Financial Plans and Goals reviewed professionally based on our 5 Secrets Algorithm.
The Fee for the Onetime review is Rs.15000+ Taxes. 50% of the Fees will be charged before the assignment and 50% after delivery of customised plan.
Founder & CEOAlumni of BITS Pilani, IIM Lucknow with 25+ years experience in Financial Services.
Director - Advisory ServicesA rank-holder Cost & Chartered Accountant Professional, with over 25 years of experience.
Director - TrainingTop Performing LIC Development Officer, a great motivational speaker and coach.
Director - ComplianceA Chartered & Cost Account and Certified Fraud Examiner (CFE) having illustrious corporate career.
Director - Product DevelopmentTechnocrat with over 25 years of experience in the Banking and Financial Services (BFSI) sector.
Dyota Solutions © 2018. All Rights Reserved