Investment Simplified with AI and Expert Guidance
Dhana Baskets (Free forever)
Curated Mutual Fund Portfolios for Every Goal
Dhana Baskets make investing effortless. Whether it’s for wealth creation, kids’ education, or tax saving — we’ve got you covered with goal-based mutual fund baskets curated by experts and powered by AI.
- Invest in top mutual funds across AMCs
- Diversified: Equity, debt, gold, and more in one basket
- Simple, smart, and culturally rooted
Why Choose Dhana Basket?
- Goal-Based – Each basket fits a real-life goal
- Expert + AI Powered – Built for performance & simplicity
- Culturally Smart – Inspired by how India invests
Popular Baskets:
- Endura – For monthly income distribution with capital protection/appreciation
- Accelra – For Aggressive long-term wealth creation
- EduRise – For Kids Education
- FD Plus – For short-term growth with debt and equity exposure
- Dhana Gold – For taking exposure to gold based mutual funds
Start your journey toward financial freedom—one basket at a time.
Dhana 360
A Complete View of Your Mutual Fund Portfolio
Dhana 360 is your personal portfolio intelligence engine—built to decode your mutual fund investments using your CAS (Consolidated Account Statement). Whether you’re a seasoned investor or just getting started, Dhana 360 helps you see the full picture, spot inefficiencies, and make smarter decisions.
Why Choose Dhana Basket?
Most investors don’t realize how fragmented or inefficient their portfolios have become. Dhana 360 brings clarity, helping you:
- Consolidate scattered investments
- Eliminate redundant or poor-quality funds
- Align your portfolio with your financial goals and risk appetite
How It Works:
- Approve access to your CAS
- Let Dhana AI analyze your holdings
- Receive a detailed, jargon-free report with actionable insights
- Act on the recommendation – select from expert curated baskets or create your own baskets or your picks and invest in Direct Mutual Fund
- Sit back and watch your investment grow towards your Financial freedom
Dhana AI
Dhana AI: Intelligent Investing, Especially When It Matters Most
Dhana AI is the brain behind your portfolio—constantly learning, adapting, and acting to protect and grow your wealth. In times of market turbulence, when emotions run high and decisions get clouded, Dhana AI steps in with calm, calculated precision.
What Makes It Stand Out:
- Real-Time Rebalancing: Markets move fast. Dhana AI moves faster. It monitors your portfolio continuously and rebalances allocations when volatility threatens your goals—not just on a schedule reducing the draw downs and maximising overall returns.
- Risk-Aware Adjustments: Using advanced algorithms and behavioral insights, it reduces exposure to overheated assets and reallocates to safer or undervalued opportunities.
- Goal-First Logic: Whether you're chasing growth, income, or stability, Dhana AI ensures your portfolio stays aligned with your financial intent—even when the market doesn’t.
How It Works:
- Your portfolio is mapped to your goals and risk profile.
- Dhana AI tracks market signals, fund performance, and asset drift.
- When thresholds are breached, it triggers smart rebalancing—tax-aware, cost-efficient, and bias-free.
Start your journey toward financial freedom—one basket at a time.
