“We keep moving forward, opening new doors, and doing new things, because we’re curious and curiosity keeps leading us down new paths.” – Walt Disney
DravyaSiddhi is also charting a new path. A path of “Fee-Only” Investment advice by offering “NIL / Lower Commission based Products”.
It is trying to address the biggest issue in the Investment world i.e. “Conflict of Interest” and “Mis-selling” as concisely and precisely depicted in below image.
In short “DravyaSiddhi” is an “FEE-ONLY Investment Advisor” piloting “SUCCESSFUL and BUSY INVESTORS” to accomplish one’s financial responsibilities and goals with the help of “Financial Planning”, “Asset Allocation” and “Nil / Lower Commission based Products” in a Tax-efficient manner.
The “Fee-Only” model has made it possible to join hands with clients in a transparent and trustworthy manner. The same model leads to build DIRECTIONAL (Towards Goals), FOCUSED (Manageable no of Products) and CONTROLLED (click of a button) portfolio.
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DIRECTION |
FOCUS |
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Check the profile of the founder @ LinkedIn Profile for qualification and experience.
DRAVYASIDDHI 