dhantree.com

Welcome to dhantree

From Investing to Wealth Creation

Dhantree makes investing easy by bringing Mutual Funds, Fixed Deposits, NPS, and more into one smart platform. With AI-powered insights and expert recommendations, we help you grow your wealth with confidence—focusing on financial well-being

Dhana AI – Your Intelligent Wealth Assistant

Smart Portfolio Optimization

AI-driven rebalancing to maximize returns & minimize risks, keeping your investments on track effortlessly.

360° Goal Creation

Dhana AI analyzes income, expenses & life goals to craft a tailored investment blueprint for your future.

Advance Risk Assessment

Dhana AI evaluates your financial behavior, income patterns, investment experience and other factors to determine your true risk appetite.

Personalized Recommendations

AI-driven recommendations based on market insights, risk appetite & financial behavio

Quick, Simple, and Secure

Download The App

Start by downloading our app from the App Store or Google Play. so you can begin your journey right away.

Create an Account

Invest, Earn, and Enjoy

Explore smart investment options tailored to your goals. Watch your money grow, earn passive income, and enjoy the benefits of financial freedom—all in one app.

5 Year

Build wealth with diversified asset investments

Testimonials

Positive Reviews From Our Users

Kavita S, 35, school teacher

My retirement plan starts here

I’ve been saving in FDs for years. Dhantree helped me understand how mutual funds can grow my money faster. I was surprised they have FD Plus in mutual funds where investment goes to Debt Mutual Funds – same peace of mind but with better tax adjusted returns, liquidity and ease of access. I especially liked the “Dream Vehicle” goal—it made me think long-term. The app is clean, simple, and doesn’t throw jargon at you. I’ve already told my sister to sign up.

Ananya Rao, 40, Senior Operations Executive

My retirement plan starts here

As someone juggling multiple investments across platforms, I was constantly piecing together spreadsheets to understand my portfolio. Dhantree changed that. The 360° portfolio view gives me clarity at a glance—across debt, equity and SIPs.
What impressed me most? The smart suggestions. Based on my goals and risk appetite, Dhantree nudged me toward better-aligned funds I hadn’t considered…

Neeraj S, 36, Software Architect

They didn’t just solve my issue—they made me feel heard.

I had a small glitch while setting up my STP on Dhantree and honestly expected the usual chatbot runaround. But what I got was something else entirely. A real person from the support team called me, walked me through the steps, and even followed up the next day to make sure everything was working.

It wasn’t just about fixing the problem—it was how they did it. Calm, patient, ..

By Priya M., 27, first-time investor

Finally, investing makes sense!

I’ve always been intimidated by mutual funds, but Dhantree made it feel like I was talking to a friend who actually gets me. The app explained things in plain English, and I loved the “baskets” feature—it felt like someone had already done the homework for me. I started with ₹5,000 and now I check my dashboard like it’s Instagram.

Meenal D., 29, Fashion Designer

Dhana AI doesn’t just react—it anticipates

What sets Dhana AI apart is its ability to sense volatility before it strikes. When market signals point to turbulence ahead, it proactively shifts allocations toward debt mutual funds, preserving capital and reducing downside risk. Then, as stability returns, it reallocates to equity—on time, without emotion—capturing growth opportunities others miss…

Raghav Mehta, CFA | Investment Strategist

Dhana AI doesn’t just react—it anticipates

I used to get lost in jargon and endless FAQ pages. With Dhantree, I just type / voice my question—like “How do I reduce capital gains tax?”—and it gives me a clear, direct answer with my context information. No dropdowns, no PDFs, no confusion.
What really surprised me was the tax harvesting feature. It automatically …

FAQs

Frequently Asked Questions

Do I need a Demat account to invest?

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What’s this NAV?

How do I begin investing through Dhantree?

What’s a Dhana Basket?

Is investing in mutual funds safe?

Blog & Articles From Dhantree

By Vignesh Kumaresan June 21, 2025 5 mins read

From Investing to Wealth Creation

Dhana AI – Your Intelligent Wealth Assistant

Smart Portfolio Optimization

360° Goal Creation

Advance Risk Assessment

Personalized Recommendations

Quick, Simple, and Secure

Download The App

Create an Account

Invest, Earn, and Enjoy

Invest Across All AMCs Seamlessly

24.91%

29.67%

27.75%

19.21%

25.15%

30.78%

12.55%

18.00%

24.09%

8.45%

12.60%

16.43%

11.10%

9.91%

11.89%

8.47%

24.77%

25.20%

6.15%

14.76%

25.06%

9.14%

11.48%

15.07%

Build wealth with diversified asset investments

Positive Reviews From Our Users

Frequently Asked Questions

Blog & Articles From Dhantree

Invest with ease. Grow with confidence.

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