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Building Retirement Corpus for our client families is our specialisation. We do that by balancing Equity & Debt effectively! Managing retirement funds for more than 600 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 2024, we manage INR 600 crore as investments in Mutual Funds. This wide recognition is a testament to the quality and effectiveness of Dyota Solutions' offerings. Know more about us on https://www.dyotasolutions.in/ Tune in to our insightful podcasts on https://shorturl.at/enE79 Schedule a call with our expert. Click to book: https://calendly.com/nandadyota
The sheer pleasure of a client coming back with screenshots of their portfolio when it touches seven figures and the fact that they may have many problems, but personal finance is not one of them is a big high. And of course, it is a long term relationship oriented business. So apart from the money that gets paid, we have been able to build tremendous relationships which keeps us going
Having been salaried employees for over 2.5 decades, both of us co-founders felt that "Salaried Employees" are the least served when it comes to quality personal finance advise. Dyota Solutions took a SEBI Registered Investment Advisor License to bridge this gap.
Absolute transparency. Client will know EXACTLY how much we earn from them unlike many distribution entities who operate on a commission which is opaque at best.
Focused Retirement Corpus Building activity leading to Financial Independence
Maintaining the balance between Equity & Debt - which is required to build a portfolio in a stable and steady manner
We are happy to do this both offline and online. We are based in Bangalore. However, we are handling clients from Sydney to Santiago (Chile). Across all continents and time zones. We are as comfortable as the client would prefer us to get.
We meet online. We meet offline from a safe distance.
AND... We made a lot of money for our clients during COVID-19 :)
4.80/5.00
based on 25,829 reviews
Thanks for such an insightful session with practical examples.
03 Dec 2024
Umesh was very prompt to respond to my query on ITR filing.. He completed this task promptly and also helped rectification of previous pending dues.
21 Nov 2024
Umesh Sir is very helping and has helped me to file ITR. It was quick and he possess great experience. Thank you Umesh ji.
18 Nov 2024
