Mutual Funds

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

Mutual Funds

Mutual Fund is a trust that pools together the savings of a number of investors who share a common financial goal. The fund manager invests this pool of money in securities -- ranging from shares and debentures to money market instruments or in a mixture of equity and debt, depending upon the objectives of the scheme.

Investing in Mutual Funds offers several benefits:

Professional expertise: Fund managers are professionals who track the market on an on-going basis. With their mix of professional qualification and market knowledge, they are better placed than the average investor to understand the markets.

Diversification: Since a Mutual Fund scheme invests in number of stocks and/or debentures, the associated risks are greatly reduced.

Relatively less expensive: When compared to direct investments in the capital market, Mutual Funds cost less. This is due to savings in brokerage costs, demat costs, depository costs. etc.

Liquidity: Investments in Mutual Funds are completely liquid and can be redeemed at their Net Assets Value-related price on any working day.

Transparency: You will always have access to up-to-date information on the value of your investment in addition to the complete portfolio of investments, the proportion allocated to different assets and the fund manager investment strategy.

Flexibility: Through features such as Systematic Investment Plans, Systematic Withdrawal Plans and Dividend Investment Plans, you can systematically invest or withdraw funds according to your needs and convenience.

SEBI regulated market: All Mutual Funds are registered with SEBI and function within the provisions and regulations that protect the interests of investors. AMFI is the supervisory body of the Mutual Funds industry.

Planet – F Capital Advisory is empanelled with following Asset Management Companies (AMC) for business in Mutual Fund.