Dhyan Capital Management is a registered investment advisor based in Norwell, Massachusetts, founded and led by Daniel Singh, who holds the Chartered Financial Analyst designation. The firm provides continuous investment management tailored to individual client goals, risk tolerances, and financial situations. Dhyan Capital Management builds diversified portfolios primarily utilizing fundamental, technical, and cyclical analysis, with a focus on long-term value investing, equities, mutual funds, exchange-traded funds, and other securities. In addition to portfolio management, Dhyan Capital Management offers standalone financial planning and consulting services covering topics such as asset allocation, budgeting, cash flow analysis, and risk management. The firm operates with a fiduciary duty to act in the best interest of clients and does not have account minimums.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee ranges up to a maximum of 2.00% and is negotiable based on client type, situation complexity, account composition, and relationship with the advisor.