AMFI Registered Mutual Fund & PMS Distributors

Building wealth with a plan, not a punt.

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.

2013
Serving Ichalkaranji & Kolhapur since
2
AMFI-registered advisors in the family
10+
Investment & planning verticals covered
1:1
Personal review, not a call-centre script
Live Market Position

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.

SEBI / AMFI registered
ARN-121500 & ARN-269987
Research-backed advice
Led by a Research Analyst
A family-run practice
Since 2013, Sanjay & Shruti Dake
Direct WhatsApp access
Real answers, real fast
What we help with

Every part of your money plan, in one place

Financial planning sits at the centre; everything else exists to serve that one plan, not the other way around.

Financial Planning

Start here: a plan built around your goals, not products.

Mutual Funds

SIP or lumpsum, matched to your risk and horizon.

Wealth Creation

Long-term strategies to grow what you've already built.

Equity

Direct equity exposure, chosen with research backing.

Bonds

Stable, fixed-income options for steady portfolios.

AIF / PMS / SIF

Specialised strategies for larger, sophisticated portfolios.

Mutual Fund Loan

Borrow against your MF holdings without redeeming them.

Fixed Deposit

Safe, predictable returns for short-term goals.

Children Education

Plan today for tomorrow's tuition fees.

Retirement Planning

Build the corpus that lets you stop working on your terms.

Not sure which of these applies to you? That's exactly what the first conversation is for.

Plan before you invest

See what your money could grow into

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.

Estimated value
₹23,23,391
Amount invested
₹12,00,000
Wealth gained
₹11,23,391
Want to turn this into a real plan? Talk to Sanjay or Shruti →
Who you'll be working with

A two-person team, fully accountable to you

Serving Ichalkaranji & Kolhapur families since 2013. No hand-offs to a call centre. Every client works directly with Sanjay or Shruti.

Sanjay Dake
Sanjay Sadashiv Dake
Research Analyst & PMS Distributor
ARN-121500AMFI Registered

Heads research and PMS recommendations at Dake Capital, focused on building portfolios around each client's actual risk appetite and goals, not market noise.

Shruti Dake
Shruti Sanjay Dake
AMFI Registered Mutual Fund Distributor
ARN-269987AMFI Registered

Works closely with families on mutual fund investing, SIP planning, and goal-based investing, from a child's education to retirement.

Registered, not "referred"

Both advisors carry their own AMFI registration. You can verify us independently: we'd rather you did.

Plans, not products

We start from your goal (a child's education, a house, retirement) and work backwards to the right mix.

You can always reach us

A phone call or WhatsApp message away, not a ticket number in a support queue.

Let's talk

Tell us what you're investing for

Share a few details and Sanjay or Shruti will personally get back to you, usually the same day.

Office
Industrial Estate, Plot No. 6,
Near Kalyan Kendra, Ichalkaranji – 416 115,
Dist. Kolhapur
Phone
98500 91201 (Sanjay), 83902 92301 (Shruti)
7447 420430 (Office)

Your enquiry is emailed directly to our team. We'll get back to you shortly.