About us
STAKEPLANUM means a shelter where you get expertise on wealth management.
Stake Planum is a team of professionals, floating on early stage start up with a Vision to build next generation of Investment Management Platform backed by the Teams from India’s Leading Investments and Broking firms. We aim to serve every class of society with fully personalized assistance in investment Decisions, Risk Management, Wealth Management, Tax Planning, and Personal or Business Finance decisions.
Why Choose us
Accurate Record Keeping
Always On Time
We believe in on time services and quality work to our clients
Dedicated Support
Our professionals are committed to the clients and projects
Professional Team
we have a team of competent, hard working and skilled members
Services
What We Provide
MUTUAL FUNDS
It is a type of investment vehicle consisting of portfolio of stocks, bonds, or other securities.
MUTUAL FUNDS
- Passive Fund
- Equity Mutual Funds
- ELSS Funds
- Hybrid Funds
- DAAF Funds
- Arbitrage Funds
- Short Term Debit Funds
- Accurate & Credit Funds
- Duration Funds
FIXED INCOME
It is a class of assets and securities that pay out a set level of cash flows to investors, typically in the form of fixed interest or dividend.
FIXED INCOME
- Fixed Deposits
- Preference Shares
- Perpetual Bonds
- High Credit Bonds & NCDs
- Tax- Free Bonds
- Capital Gain Bonds
- GOI Bonds
- Sovereign Gold Bond
LOANS & INSURANCE
In the case of unfortunate events such as job loss, accidental death, etc. loans and insurance play essential role.
LOAN & INSURANCE
- Term Insurance
- Traditional Insurance
- ULIPS
- Personal loan
- MSME
PMS
It is all about the investment mix and policy, matching investments to objectives, and balancing risk against performance.
PMS
- ASK
- INVESCO
- WHITE OAK
- RENAISSANCE
- MOTILAL OSWAL
TAX PLANNING & ACCOUNTING
It is the analysis of a financial situation or plan from a tax prospective.
TAX PLANNING & ACCOUNTING
1. Tax planning
2. Short Term Capital Gain and Long Term Capital Gain planning
3. Tax and Statutory audits
4. Business audits
5. Advance tax planning and payment
6. TDS
7. GST
8. Accounting services
Trading Calls
Trading Calls
- CASH
- DERIVATIVES
- FUTURES
- OPTIONS
- COMMODITY
- STRUCTURED PORTFOLIO
- ONE ON ONE COUNSELLING
- FLEXIBILITY(ENTRY/EXIT)
- LIVE WATCH
