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Discover Your Path to Financial Success!

At DhanOrbis Capital, we know that your financial journey is uniquely yours. That's why we offer a variety of tailored solutions to fit your specific needs, whether you're just starting out or ready to elevate your investment game. Take a moment to explore our plans, designed to provide the support and guidance you need to reach your goals. Together, we can map out a path to your financial success!

Offers

Essential Package

Essential Package

Perfect for the investors who are looking for foundational investment advice.

₹ 10,000/yr

Benefits

  • Personalized Investment Advice
  • Goal Setting & Financial Plan Overview
  • Basic Portfolio Construction
  • Risk Profiling & Assessment
  • Regular Financial Reviews (Semi-Annual)
Growth Package

Growth Package

Ideal for clients focused on building wealth over time with expert guidance.

₹ 25,000/yr

Benefits

Includes all services in the Essential Package, plus :
  • Detailed Portfolio Construction and Management
  • Tax-Efficient Investment Strategies
  • Retirement Planning
  • Quarterly Portfolio Monitoring & Adjustments
  • Market Performance benchmarking for better insights
Premium Package

Premium Package

Comprehensive support for those looking for advanced strategies in wealth growth and preservation.

₹ 50,000/yr

Benefits

Includes all services in the Growth Package, plus :
  • Advanced Retirement Income Planning
  • Estate & Legacy Planning
  • Education Funding Strategies (e.g., 529 plans)
  • Customized Investment Policy Statement
  • Monthly Financial Reviews & Strategy Adjustments
  • In-depth analysis of estate tax implications
  • Targeted investment strategies for education funding
Elite Package

Elite Package

Tailored for high-net-worth clients seeking an all-encompassing wealth management solution.

₹ 1,00,000/yr

Benefits

Includes all services in the Premium Package, plus :
  • Exclusive Portfolio Construction with Alternative Investments
  • Business Succession Planning
  • Charitable Giving Strategies
  • Ongoing Tax-Loss Harvesting
  • Personalized Financial & Tax Consulting
  • Unlimited Access to Advisors with 24/7 Portfolio Monitoring
  • Continuous financial health assessments
  • Strategic philanthropy planning to maximize impact
  • Tailored investment opportunities in private equity

Your financial journey with each package

Ready to Secure Your Financial Future?

Our team is here to help you navigate your options and find the best path tailored to your financial goals. Let's discuss how we can support your journey.

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