Investment Simplified with AI and Expert Guidance
Meet Dhana AI– Your AI-Powered Investment Autopilot
Dhana is not just another investment tool—it’s your intelligent co-pilot for wealth creation. Designed to adapt, optimize, and outperform, Dhana ensures your portfolio stays ahead of the market.
Why Choose DHANA?
DHANA continuously monitors market trends, economic indicators, and portfolio performance to rebalance investments dynamically, ensuring you maximize returns.
- Set up Triggers: Automate your investments based on market movements, NAV changes, or personal goals.
- Investment Type: Direct Mutual Funds (Zero Commission) and conditions.
- 360° Portfolio View: Get a comprehensive overview of your financial investments across various asset classes in one place.
- Risk Analysis & Insights: Understand your portfolio's risk score with in-depth analysis and personalized reports.
- Invest in Mutual Funds: Access and invest in regular mutual funds from all AMCs in India with ease.
- Seamless Portfolio Consolidation: Transfer holdings from multiple AMCs to Dhantree, eliminating the need to log in to multiple platforms.
- Performance Tracking: Monitor and analyze the performance of your investments effortlessly.
- Beats the Benchmark: Forget just tracking indices — DHANA’s algorithm is designed to help your portfolio outperform NIFTY, BSE, and other benchmarks, giving you a competitive edge.
- Goal-Based Investing: Your financial goals matter! Whether it's wealth creation, retirement planning, or short-term gains, DHANA aligns your portfolio to your objectives with precision.
- Smart Market Analysis: Powered by advanced AI, DHANA factors in market trends, economic conditions, and investment sentiment to make informed decisions for you.
- Data-Driven & Emotion-Free Investing: Investing should be rational, not emotional. DHANA removes biases and ensures decisions are backed by data, maximizing growth while managing risks.
- Secure & Transparent: Your investments remain in your control while DHANA works in the background, ensuring complete transparency and security at every step.
Dhana 360
Dhana 360 by Dhantree offers a seamless and intelligent investment experience, providing:
- Investment Type: Regular Mutual Funds
- 360° Portfolio View: Get a comprehensive overview of your financial investments across various asset classes in one place.
- Risk Analysis & Insights: Understand your portfolio's risk score with in-depth analysis and personalized reports.
- Invest in Mutual Funds: Access and invest in regular mutual funds from all AMCs in India with ease.
- Seamless Portfolio Consolidation: Transfer holdings from multiple AMCs to Dhantree, eliminating the need to log in to multiple platforms.
- Performance Tracking: Monitor and analyze the performance of your investments effortlessly.
Dhana basket
Dhana Basket is a curated solution that simplifies investing by offering ready-made mutual fund portfolios based on your financial goals, risk profile, and investment horizon. No more guesswork — just smart, goal-aligned investing made effortless
- Pre-Built Portfolios for Every Goal: Whether you’re saving for retirement, a child’s education, or wealth creation — Dhana Basket has a ready-made mutual fund portfolio designed to match your goal.
- Expert-Curated Mutual Funds: Each basket is handpicked by financial experts based on fund performance, risk-adjusted returns, and asset class allocation.
- Personalized to Your Risk Profile: Choose a basket that suits your comfort level — conservative, balanced, or aggressive. Dhantree matches your basket with your unique risk appetite.
- Invest in Mutual Funds: Access and invest in regular mutual funds from all AMCs in India with ease.
- Diversified & Balanced: Enjoy a blend of equity, debt, and hybrid mutual funds in one basket — giving you diversified exposure without the complexity.
- Track & Rebalance with Ease: Dhantree continuously monitors your basket performance and offers intelligent rebalancing suggestions to keep you aligned with your goals.
- SIP-Ready: Start investing in your chosen Dhana Basket with a monthly SIP — no need to research or manage multiple individual funds.
