Dake Capital
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.
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Financial planning sits at the centre; everything else exists to serve that one plan, not the other way around.
A plan built around your goals, not products. Where every conversation starts.
Start planningSIP or lumpsum, matched to your risk appetite and time horizon.
Try SIP calculatorDirect equity exposure, chosen with research backing from a Research Analyst.
EnquireSpecialised strategies for sophisticated, larger portfolios.
EnquireNot sure which of these applies to you? That's exactly what the first conversation is for.
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.