About Us


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  • Awarded by ASSOCHAM for Service Excellence in Financial Advisory for 2018
  • Developed proprietary algorithm – “5 Secrets for Financially Happy life” to optimize outcome from financial decisions by balancing Cash Flow, Risk and Taxes
  • 24X7 Support through whatsapp/email/phone/sms, giving peace of mind and quick resolutions to our clients

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5 Secrets for Financially happy life



Experience the 5 Secrets in action through an exciting game

Plans


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

Level 1

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

Level 2

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

Level 3

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

Level 4

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

HNI

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.

One Time Review

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.

Our Team


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Kaushik Ramachandran

Founder & CEO

Alumni of BITS Pilani, IIM Lucknow with 25+ years experience in Financial Services.
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Anand Sundaram

Director - Advisory Services

A rank-holder Cost & Chartered Accountant Professional, with over 25 years of experience.
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Anand Kulkarni

Director - Training

Top Performing LIC Development Officer, a great motivational speaker and coach.
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P Mani

Director - Compliance

A Chartered & Cost Account and Certified Fraud Examiner (CFE) having illustrious corporate career.
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Natarajan Subramanian

Director - Product Development

Technocrat with over 25 years of experience in the Banking and Financial Services (BFSI) sector.

Contact Us


Dyota Solutions Pvt.Ltd. Dyota House, 408, 3rd Main, Anandnagar, Bangalore – 560024

help@dyotasolutions.com

+919869404024



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Disclaimer: Dyota Solutions Pvt. Ltd. is a SEBI Registered Fee Only Investment Advisor, Registration Number INA000007216; Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. Dyota Solutions Pvt. Ltd. makes no warranties or representations, express or implied, on services offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. TERMS & CONDITION APPLY *

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