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At Stake Planum, we combine deep market expertise with personalized financial planning so your wealth doesn’t just grow, it performs.
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From Mutual Funds to Market Actions - Backed by Experts
Clear advice. No hidden charges. No confusion.
A dedicated team by your side, whenever you need us
Market Analysis
Portfolio Management
Latest Financial news
Market Analysis
Portfolio Management
Latest Financial news
Wealth management
Financial services
At Stake Planum, we don’t just offer services - We offer guidance that evolves with your life goals. From personal finance to business scale-ups, every decision is backed by strategy, ethics, and market expertise.
From investments to risk management, our experts build tailored strategies designed for your long-term growth and peace of mind.
We craft customized portfolios using a mix of equity, options, mutual funds, and other asset classes, all aligned with your return expectations and risk appetite.
Goal-based investment planning
Active portfolio rebalancing
Equity + derivatives allocation
Performance tracking & review
Get real-time buy/sell advices backed by technical & price- action analysis. Whether you're a beginner or a seasoned trader, we provide expert guidance for intraday, swing, and options trading.
Strategic levels and setups for active traders.
BankNifty & Nifty option strategies
Trade setups with entry/exit/SL levels
Risk-managed trading approach
Smart investing is not just about profits — it's also about managing risk. We help you limit drawdowns, set intelligent stop-losses, and build strategies based on your risk profile.
Capital protection plans
Position sizing & SL frameworks
Volatility-based trade filters
Customized risk-to-reward strategies
Beyond markets, we help you plan for life. Whether it’s saving for a house, tax planning, or building long-term wealth, we structure your financial life with a big-picture view
Tax-efficient investment planning
SIPs, ELSS, and goal-based SIPs
Hybrid portfolios (equity + debt)
Retirement & milestone-based planning
We believe that a successful financial journey starts with understanding your unique needs and aspirations Our approach is built on a foundation of collaboration, transparency, and expertise.
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Ongoing Collaboration
“I’ve tried multiple services before, but none matched the consistency and clarity of this one. What really stood out was the transparency, no hidden charges, no fake promises. Just clear guidance and timely updates. My portfolio is finally growing with confidence.”
“Opting for their PMS service was one of the best financial decisions I’ve made. The team is proactive, professional, and always available for queries. I don’t have to worry about market noise - my portfolio is in safe, experienced hands. Their regular updates and risk- managed approach truly reflect their commitment.”
Trusted clients, whether new to the market or deeply experienced, find value with us
Hidden charges. Just straightforward plans and real value.
