Our Services

Mutual Funds

A mutual fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. The mutual fund will have a fund manager who is responsible for investing the pooled money into specific securities (usually stocks or bonds). Mutual funds are one of the best investments ever created because they are very cost efficient and very easy to invest in (you don’t have to figure out which stocks or bonds to buy).

A mutual fund is a collection of stocks, bonds, or other securities owned by a group of investors and managed by a professional investment company. For an individual investor, having a diversified portfolio is difficult.

Fixed Deposits

Fixed Deposits are one of the oldest and most common methods of investing. When it comes to assured returns, choosing the right type of savings scheme makes all the difference. Fixed Deposits let you make the most of value-added benefits as you create wealth at low risk.

Fixed Deposits in companies that earn a fixed rate of return over a period of time are called Company Fixed Deposits.

Insurance

Insurance is a highly misunderstood product and it’s often bought and sold for the wrong reasons. At the same time it’s a very important part of your life and you must know certain ground rules for making the right decisions in this year. Many of us consider insurance just another investment for tax saving. Our day-to-day life is full of unpredictable risks for example loss of life, loss of income, critical illness, disability etc. Insurance planning means figuring out adequate cover against “insurable risks” and getting the maximum out of the premium you pay. Tax exemption is just another aspect of it.

Loans

Home is where the heart is! At Dhanamartha Financial Services LLP, we understand this better than most – the toil and sweat that goes into building/ buying a house and the subsequent pride and joy of owning one. This is why our Housing loan schemes are designed to make it simple for you to make a choice at least as far as financing goes!

The most reliable Home Loans Provider in the country, Dhanamartha Financial Services LLP  Home Loans offers some unbeatable benefits to its customers – Doorstep Service, Simplified Documentation and Guidance throughout the Process. It’s really easy !

PMS

Portfolio Management Services (PMS) is a customized and professionally managed investment vehicle that uses different investment strategies to take advantage of market linked opportunities.

PMS is ideal for high-net worth individuals (HNI’s) who are willing to take on risk and gain market exposure, by investing directly into a basket of securities such as equities, fixed income, structured products, etc.

AIF

Alternate Investment Funds (AIF’s) usually include real estate, private equity, hedge funds and venture capital funds or investments in stocks and bonds using strategies that go beyond traditional ways of investing, such as long/short or arbitrage strategies. Because alternatives tend to behave differently than typical stock and bond investments, adding them to a portfolio may provide broader diversification, reduce risk, and enhance returns.

Dhanamartha Financial Services LLP is empanelled with exceptional third-party AIF providers so that investors can diversify their portfolio and benefit from their high-return opportunities in the long- run.

Bonds

An investment avenue in which an investor loans money to an entity (government or corporate) that borrows funds for a defined period of time at a fixed interest rate. Bond market has not attracted retail investors to it. But in recent times, lackluster equity markets and low rate of interest have attracted retail investors towards bonds issued by corporate.

Advantage: The rate of interest is high.
Disadvantage: No security, interest earned is taxable. So before investing in bonds do check the credibility of the company offering the bond and past record of the company.

Corporate FDs

Fixed Deposits are one of the oldest and most common methods of investing. When it comes to assured returns, choosing the right type of savings scheme makes all the difference. Fixed Deposits let you make the most of value-added benefits as you create wealth at low risk. Fixed Deposits in companies that earn a fixed rate of return over a period of time are called Company Fixed Deposits.

Types of Companies offering Fixed Deposits

Listed & Unlisted Equities

Listed equities are stocks traded on a public stock exchange, providing liquidity and transparency to investors. Unlisted equities, on the other hand, are privately held stocks not traded on public exchanges, often offering potential for higher returns but with less liquidity and information visibility.

Both types have their unique advantages and considerations for investors. Please do contact us for details.

Go Global (Invest in US equities)

Majority of the global consumer brands like Mc Donald’s,  Microsoft, Facebook, Apple & Domino’s are present in the US and they earn royalty income from their global franchises apart from their local sales.

Grow your wealth with the brands you like and the products you use all the time. We help you build diversified portfolios with even the smallest of investment.