Sanjay & Shruti Dake help families across Ichalkaranji and Kolhapur invest with clarity: mutual funds, PMS, and financial planning built around your goals, not the market's mood.
"तुमचा विश्वास, आमची जबाबदारी". Your Trust Our Priority.
Sensex updates live. Nifty and Bank Nifty link out to NSE India's official live page, since NSE restricts real-time index data on embedded widgets. For reference only, not investment advice.
Every product a family needs to plan and grow their money, under one roof, with two people you can actually call.
A plan built around your goals, not products.
SIP or lumpsum, matched to your risk and horizon.
Long-term strategies to grow what you've built.
Direct exposure, chosen with research backing.
Stable, fixed-income options for your portfolio.
Specialised strategies for larger portfolios.
Borrow against your MF holdings.
Safe, predictable returns for short-term goals.
Plan today for tomorrow's tuition fees.
Fixed-tenure corporate debt with defined returns.
Hold and trade your securities, opened for you.
Apply for new listings through us, hassle-free.
Protect what you're building, alongside it.
Not sure which applies to you? That's what the first conversation is for.
Illustrative only, at an assumed 12% annual return on a ₹5,000 monthly SIP. Not investment advice.
Access funds across 29 AMCs, including
A quick estimate, not a promise. Every plan we build is customised to your actual goals in a real conversation.
*Illustrative only, assumes steady compounding. Actual mutual fund returns are market-linked and can vary. This is not investment advice.
Serving Ichalkaranji & Kolhapur families since 2013. No hand-offs to a call centre. Every client works directly with Sanjay or Shruti.
Heads research and PMS recommendations at Dake Capital, focused on building portfolios around each client's actual risk appetite and goals, not market noise.
Works closely with families on mutual fund investing, SIP planning, and goal-based investing, from a child's education to retirement.
Both advisors carry their own AMFI registration. You can verify us independently; we'd rather you did.
We start from your goal, a child's education, a house, retirement, and work backwards to the right mix.
A phone call or WhatsApp message away, not a ticket number in a support queue.
"तुमचा विश्वास, आमची जबाबदारी". Every recommendation we make is one we'd be comfortable making to our own family.
Sanjay & Shruti Dake, Dake Capital
Straightforward answers to what most people ask before their first conversation with us.
Start with a conversation, on WhatsApp, call, or the form below. We'll understand your goals and risk profile before recommending anything. Onboarding includes standard KYC as required by AMFI.
Your money always stays with the mutual fund house, not with us. As AMFI-registered distributors, we facilitate your transactions and guide your decisions; we never hold or access your funds directly.
Most SIPs can be started from as little as a few hundred rupees a month, though the right amount depends on your goal and timeline. Use the calculator above for a quick estimate, or ask us directly.
Most open-ended mutual funds allow withdrawal anytime, though some, like ELSS or specific lock-in schemes, have mandatory holding periods. We'll always explain any lock-in before you invest.
As distributors, we're compensated by the mutual fund house through a standard trail commission, already built into the expense ratio. There's no separate advisory fee for regular mutual fund distribution.
Share a few details and Sanjay or Shruti will personally get back to you, usually the same day.
