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.
