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We Blend
Investment
With Planning
And Resource

We Blend
Investment With
Planning And
Resource

'Money' comes from your profession...
'Wealth' comes from Investments...

WEALTH MANAGEMENT= INVESTMENT CONSULTANCY + ADVANCE PLANNING + RELATIONSHIP MANAGEMENT

WEALTH MANAGEMENT= INVESTMENT CONSULTANCY + ADVANCE PLANNING + RELATIONSHIP MANAGEMENT

WEALTH MANAGEMENT= INVESTMENT CONSULTANCY +
ADVANCE PLANNING + RELATIONSHIP MANAGEMENT

We Blend
Investment
With Planning
And Resource

We Blend
Investment With
Planning And
Resource

We Blend
Investment With
Planning And
Resource

WEALTH MANAGEMENT= INVESTMENT CONSULTANCY +
ADVANCE PLANNING + RELATIONSHIP MANAGEMENT

We Blend
Investment
With Planning
And Resource

WEALTH MANAGEMENT= INVESTMENT CONSULTANCY + ADVANCE PLANNING + RELATIONSHIP MANAGEMENT

growth

“It’s better to hang out with people better than you. Pick out associates whose behavior is better than yours and you’ll drift in that direction.”

"The most important quality for an investor
is temperament, not intellect. You need a
temperament that neither derives great
pleasure from being with the crowd or against
the crowd."

"The most important quality for an investor
is temperament, not intellect. You need a
temperament that neither derives great
pleasure from being with the crowd or against
the crowd."

"The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd or against the crowd."

"The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd or against the crowd."

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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

Our Happy Clients!

Professional and on time service
Tata Projects Limited
They provide good timely services
Metro Analytical Laboratory
Excellent Service
Regional Agmark Laboratory, Kochi
Good Service, Quality & Training of engineers
Calderys India Refractories Ltd
Very good services in all aspects. Would recommend others
MEP Infrastructure Developers Ltd.
Observed the services as “Excellent”
Central Coal Testing and Research Laboratory
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Clients
k+
Telegram Suscribers
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instagram suscribers

Contact Us

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