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Client Testimonials

  • "Gaining access to Planet-F Capital Advisory has helped me ease out the burden to organize my finances and streamline my portfolio also.. they are able to do changes as well cater to my requests."
    - Mahesh Thakur, Vice President (Corporate), Lodha Group
  • "I was looking for investment solutions who guidance for my regular savings. At this point I took the advice of Mr. Santosh Niwate, CFP who not only made me aware of my mistakes on combining insurance and investment but also prepared a comprehensive financial plan risk profiling and exact needs for me and my family."
    - Dr. Vijay Patil
  • "Planet-F Capital Advisory has a great policy of helping the customers making them realise the reality about the money quotient and help them achieve the goals of the future. The approach of Mr. Santosh Niwate was so simple yet very good. He made me plan the future ten year in advance. I thank him and team at Planet-F Capital Advisory for the same."
    - Dr. Shripad Taklikar
  • "I am using their advice for the past 4 years and find them to be credible, committed and passionate in their dealings. They put their client interest at the heart of all discussions."
    - Mr. Harish Pawar, Businessman, Crystal Printers

"Someone’s sitting in the shade today because someone planted a tree a long time ago."
–Warren Buffet

How does one feel sitting under shadow of huge tree? Satisfied………isn’t it?

It takes years of hard work to grow a small plant into huge tree. To convert small savings into sizable wealth corpus requires lots of planning, guidance and skills. Financial planning is critical exercise to draw road map for wealth creation.

Most people would say that financial planning is to manage their expenses within their earnings and to put aside a little bit for a rainy days. However reality is different. Managing money in equities, bonds, fixed instruments and insurance requires time, knowledge and experience. Juggling limited choices with twin requirements of adequate safety and sizable returns is complex task.

At Planet – F Capital Advisory, we help to nurture your wealth through financial planning process.