Who We Are
We Keep Your Finance Safe And Ensure High Availability
We protect wealth through rigorous research and proactive monitoring. Our institutional-grade safeguards include SEBI-compliant protocols and triple-layer security for all client assets, ensuring stability amid market volatility.
1. Nivesh Seed
For: First-time investors seeking clarity and simplicity.
Personalized SIPs: We help you set up Systematic Investment Plans (SIPs) with trusted, SEBI-regulated Indian AMCs.
Foundational Learning: Understand debt, equity, and hybrid funds—no jargon, just clarity.
Tax-Aware Choices: Introduction to tax-efficient tools like ELSS, PPF, and FDs aligned with your goals.
Goal-Based Structure: Simple mutual fund laddering to match your timeline (e.g., saving for a car or down payment).
Ongoing Support: Monthly updates + WhatsApp access for quick questions.
2. Aarthik Path
For: Salaried professionals building assets with purpose.
Balanced Portfolio Design: Thoughtful allocation across large-cap, mid-cap, debt, and hybrid funds.
Goal Mapping: Prioritized planning for specific targets (travel, marriage, emergency fund).
Tax Efficiency: Active use of Sections 80C, 80CCD(1B), NPS, and HRA exemptions.
Progress Tracking: Quarterly reviews to adjust for life changes or market shifts.
Long-Term Systems: Structured PPF + SIP combinations for compounding growth.
3. Dhana Nirman
For: Experienced investors ready to scale strategically.
Advanced Equity Exposure: Sectoral/thematic funds + mid/small-cap allocations.
Beyond Stocks: REITs, Gold ETFs, and dynamic debt instruments for resilience.
Tax-Aware Selling: LTCG/STCG harvesting strategies to minimize liabilities.
Active Rebalancing: Tactical adjustments based on market cycles and opportunities.
Deep-Dive Reviews: Half-yearly performance analysis sessions with scenario testing.
4. Kutumbh Capital
For: Families managing cross-generational goals.
Future-Proof Goals: Education/marriage corpus planning via SIPs, PPF, and FDs.
Retirement Integrity: NPS, EPF, hybrid funds, and annuities tailored to sustain your lifestyle.
Risk Mitigation: Term insurance, mediclaim, and rider audits to safeguard against uncertainty.
Legacy Planning: Will/estate guidance, nominee alignment, and inheritance strategy.
Family Inclusion: Bi-monthly reviews (spouse/children welcome) to keep everyone aligned.
5. Aastha Private Circle
For: Business owners, entrepreneurs, and UHNIs.
Institutional-Grade Access: PMS, AIFs, structured notes, and private equity opportunities.
Alternative Assets: Strategic allocations to REITs, commercial real estate, and pre-IPO placements.
Tax Integration: CA-coordinated strategies for audit readiness and wealth preservation.
Consolidated Oversight: Digital dashboard tracking performance across all assets.
Critical Decision Support: 24/7 access during liquidity events, acquisitions, or market pivots.
Begin your journey with Dhanaveda
Get In Touch With Us
We’re here to help you build clarity, confidence, and long-term financial resilience. Whether you’re ready to invest or simply exploring your options, our team is just a message away.