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Wealth Management

Dhanayush Capital Services Private Limited is primarily an SEBI Registered Investment Adviser and AMFI-registered Mutual Fund Distributor (ARN-94353) since Feb 24, 2014, and also distributes other investment products either directly or through its associates.

Wealth Management is the process of implementing and managing your investments in a structured, disciplined, and goal-oriented manner. It focuses on building and preserving wealth through suitable financial products — primarily mutual funds, along with other regulated investment instruments.

Our approach combines strategy, suitability, and simplicity — helping you make confident investment decisions and stay focused on your long-term financial objectives.

What We Do for You

We work closely with you to design and manage an investment portfolio that reflects your goals, risk profile, and time horizon.

Our role includes:

  • Understanding your financial situation, objectives, and comfort with risk
  • Recommending suitable investment products based on a suitability assessment
  • Building a diversified portfolio using mutual funds and other appropriate instruments
  • Monitoring performance and rebalancing periodically
  • Providing regular reports and ongoing portfolio guidance

Whether your investments are part of a comprehensive financial plan or managed as a focused portfolio, our intent remains the same — to align your money with your purpose and help you stay on course through changing markets.

Our Approach

Our investment process is guided by three core principles:

  • Suitability before selection – every product is recommended based on your needs and profile
  • Discipline over timing – staying invested matters more than reacting to short-term market shifts
  • Transparency in engagement – clear communication on process, risks, and expected outcomes

We believe in steady, consistent wealth creation — not speculation.

Advisory and Distribution Framework

  • We are registered both as a SEBI-registered Investment Adviser and as an AMFI-registered Mutual Fund Distributor.
  • We maintain strict client-level segregation between our advisory and distribution engagements, in line with SEBI regulations.
  • Clients who engage us under our advisory arrangement are charged fees and do not receive product distribution services.
  • Clients who prefer to invest through our distribution arm are provided complete disclosure of the commissions received from product providers.
  • This ensures transparency, fairness, and alignment of interest in every client relationship.