Sanjay Dake | DAKE CAPITAL

About

Since 2017 we are doing mutual fund business before that I am doing my Grocery Business Dake Kirana Stores since 1980

Practice at a glance

9

Years of Experience

100

Families Served

₹29

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹10,000 & more

Nature of earnings:Commissions

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Young Professionals

Language Spoken:Hindi, Marathi, English

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XV – Research Analyst Certification

Can help you to

Children’s Goals

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Loan Against Securities

PMS

SIF

AIF

Complimentary Services

Get any of the free services to experience working with Sanjay Dake.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Mutual Fund Portfolio Review

Stocks Portfolio Review

Retirement Readiness Check