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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 26,243 reviews
I had consulted Mr. Sugumar for tax and investment consultancy. He was very patient in listening to our requirements and explain the possible options to go about. He is very knowledgeable and has lots of practical experience in the field of investment
11 Nov 2024
I am an NRI living in US. Recently had a tax situation in India and my friend referred Mr. Sugumar. Mr. Sugumar is knowledgeable, prompt and very professional. He answered all my questions and gave me good advice on future tax planning. I highly recommend Mr. Sugumar and CSS FINANCIAL SOLUTIONS.
10 Nov 2024
Umesh helped me file my ITR update return with minimal questions and in same hour. He is great and would consider him for all the things related to Tax.
10 Nov 2024
