Investment advisory Services

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

Investment advisory Services

Everyone needs to save for unforeseen circumstances. Once you have saved enough to take care of emergencies, you should start thinking about investing and to make your money grow. We can help you plan your investments so that you can reap adequate benefits and achieve your financial goals.

Planet-F Capital Advisory Services is uniquely placed to help individual, high net-worth individuals and institutional benefit from the dynamism of the Indian equity markets by steering their investments with expertise in investment advisory services. Our focus is risk assessment, value enhancement and wealth protection.

At Planet –F Capital, we offered advisory services in:

  • EQUITIES
  • MUTUAL FUNDS
  • EXCHANGE TRADED FUNDS (ETF)
  • INSURANCE – LIFE/GENERAL
  • DEBT INSTRUMENTS: FIXED DEPOSITS, BONDS/NCD
  • NEW PENSION SCHEMES