
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.
Financial planning sits at the centre; everything else exists to serve that one plan, not the other way around.
Not 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.
Share a few details and Sanjay or Shruti will personally get back to you, usually the same day.