We are on a mission to help you & many families build a comfortable retirement.

Our story

Managing retirement funds for more than 500 families, we at Dyota Solutions are dedicated to promoting financial management and independence through specialised expertise in Retirement Planning Advisory.

Originally founded in 2012 as a provider of financial education and wellness, we have empowered more than 80,000 professionals with a simplified understanding of personal financial management through our exclusive "5 Secrets of a Financially Happy Life" wellness programme. In 2017, due to the demand for comprehensive advisory services, we acquired the SEBI RIA licence, which allows us to offer financial advisory services on a fee-for-service basis.

Today, Indian families around the world, from Australia to America, rely on our expertise to build or secure their retirement corpus. As of 2023, we manage INR 500 crore as investments in Mutual Funds. This wide recognition is a testament to the quality and effectiveness of Dyota Solutions' offerings.

Originally founded in 2012 as a provider of financial education and wellness, we have empowered more than 80,000 professionals with a simplified understanding of personal financial management through our exclusive "5 Secrets of a Financially Happy Life" wellness programme. In 2017, due to the demand for comprehensive advisory services, we acquired the SEBI RIA licence, which allows us to offer financial advisory services on a fee-for-service basis.

Today, Indian families around the world, from Australia to America, rely on our expertise to build or secure their retirement corpus. As of 2023, we manage INR 500 crore as investments in Mutual Funds. This wide recognition is a testament to the quality and effectiveness of Dyota Solutions' offerings.

The team that drives the story

Dedicated. Experienced. Trustworthy. With over 30+ years of financial expertise.

Kaushik Ramachandran

Kaushik

Ramachandran

in
Founder & CEO
S. Balasubramanian

Sowbhagyalakshmi

Balasubramanian

in
Compliance & Technology
Priya Singh

Priya

Singh

in
Head Operations
Nanda Kishore Sethuraman

Nanda Kishore

Sethuraman

in
Director-Marketing
Anand Kulkarni

Anand

Kulkarni

in
Training & Insurance Advisory
Deeraj Shetty

Deeraj

Shetty

in
Principal Consultant

“Dyota Solutions was one of the SEBI registered Investment Advisors, who partnered with MFU since inception. Dyota team was instrumental in streamlining MFU systems & processes which helped MFU to build an efficient platform today.

Their team is professional and have grown significantly despite volatile market conditions and changing regulatory requirements.They have well-defined approach to the various facets of Personal finance backed-up with Research, data-based approach, clear operational guidelines which has resulted in note-worthy growth.

MFU is extremely glad to have partnered with Dyota Solution and wishing them significant growth in their business and wealth for their investors. Together we grow the MF Industry”

Ganesh Ram,
CEO, MF Utilities

From Endeavors to Accomplishments

Recognition
Recognition

“Service Excellence in Financial Advisory” by ASSOCHAM's 2018


"Emerging Adviser" by Vijay Prism & BSE Star

Innovation
Innovation

Developed a proprietary algorithm "5 Secrets for a Financially Happy Life" to optimise the outcome of financial decisions by balancing Cash Flow, Risks, and Taxes.

Excellence in Assistance
Excellence in Assistance

Quick resolutions for our clients with 24x7 customer care via WhatsApp/Email/Phone/SMS, giving them quick resolutions