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๐ Basic Information
๐ก๏ธ Insurance Assessment
Do you currently have Health Insurance?
๐ก Consider getting a health insurance plan that covers at least โน10โ15 lakhs for family protection.
Do you currently have Life Insurance?
๐ก Experts recommend life cover of at least 15โ20 times your annual income.
๐ฏ Financial Goals
๐ Your Personalized Financial Plan
Financial Health Score
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Goal-wise Breakdown
Insurance Checkup
Asset Allocation
๐ก Personalized Recommendations
About Us
Dhan Yana was created to bridge this gap.
We bring together trusted financial experts, personalized planning tools, and educational insights to help people understand their finances, make confident decisions, and achieve their life goals with clarity and purpose.
Our approach is simple โ empower through knowledge, plan with purpose, and grow with confidence.
Whether itโs financial planning, insurance, or wealth management, Dhan Yana is your companion in building a secure and fulfilling financial journey โ one step at a time.
Ready to Transform Your Financial Future?
Join thousands who’ve chosen clarity over confusion, confidence over doubt