Portfolio Management & Asset Allocation

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

Portfolio Management & Asset Allocation

In today’s intricate and volatile market your investment requires constant monitoring and attention. The demand made on your time and energy by other business may not leave you with capacity to attend to your personal portfolio with the degree of care you deem appropriate. We at Planet –F Capital Advisory understand your situation and offer services taking the same level of care and attention you would devote to monitoring your portfolio.