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Book time with an Advisor that works with your schedule – meet virtually, by phone or in person.
Ask questions, discuss your current financial situation and goals, determine actionable next steps.
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Our Presence
Ahmedabad Office:
1224 Solaris Business Hub, Opp. Parshwanath Digamber Jain Temple, Sola Road, Bhuyangdev, Ahmedabad – 380061
Contact Number:
+91 98707 27473
Surat Office:
415, Prime Shoppers, Opp. Safal Square, Nr. Rebounce, Vesu, Surat – 395009
Contact Number:
+91 88660 02759
Jamnagar Office:
Office No. 209, Sterlite Point, Nr. Bedi Gate, Jamnagar – 361001
Contact Number:
+91 97267 69990
Valsad Office:
203, Aum Business Plaza, Opp. Circuit House, Halar Rd, Valsad – 396001
Contact Number:
+91 90997 41737
Goals that matters to you matters to us
Get personalized advice to help you reach your
goals with greater confidence.
Frequently Asked Questions
I’m new to investing. Where do I begin?
Start by defining your financial goals, risk tolerance, and time horizon. We offer
personalized consultations to help you create a suitable investment plan. You can also explore our beginner’s guides and
resources.
How much money do I need to start investing?
The amount varies depending on the investment. Many mutual funds allow you to start with a relatively small amount, such as ₹500 or ₹1,000, through a Systematic Investment Plan (SIP).
What is a Systematic Investment Plan (SIP)?
A SIP allows you to invest a fixed amount at regular intervals (e.g. monthly, weekly, daily) in a mutual fund. It’s a disciplined and convenient way to invest, especially for long-term goals.
What is asset allocation, and why is it important?
Asset allocation is the process of dividing your investment portfolio among different asset classes, such as equity (stocks), debt (bonds and FD), and commodity( silver and gold) based on your risk tolerance and financial goals. It’s crucial for managing risk and maximizing returns.
What are mutual funds?
Mutual funds pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities. They are managed by professional fund managers.
What are the different types of mutual funds?
Mutual funds can be categorized based on the asset class they invest in (e.g. equity funds, debt funds, hybrid funds) or their investment objective (e.g. growth funds, income funds and regular income).
What are Portfolio Management Services (PMS)?
PMS is a customized investment portfolio management service offered to high-net-worth individuals. A dedicated portfolio manager manages the investments based on the client’s specific needs and objectives.
What is Direct Equity?
Direct equity refers to investing directly in the stocks of publicly listed companies, rather than through a mutual fund or other pooled investment vehicle.
What is risk tolerance?
Risk tolerance is your ability and willingness to accept potential losses in your investments in exchange for the possibility of higher returns.
What are the risks involved in investing?
All investments carry some level of risk. Common risks include market risk (the risk of losing money due to market fluctuations), credit risk (the risk of losing money due to a borrower’s default), and liquidity risk (the risk of not being able to sell an investment quickly).
How are investment returns taxed?
The taxation of investment returns depends on the type of investment, the holding period, and the applicable tax laws. We can provide guidance on the tax implications of different investments.
Past performance of a fund, does that guarantee future returns?
Past performance is not indicative of future results. Market conditions can change, and past gains may not be repeated.
How does Planway Capital help me with my investments?
We offer personalized investment advice, help you create a diversified portfolio, monitor your investments, and provide ongoing support to help you achieve your financial goals.
What are your fees?
We don’t charge any fees from client for any investment related to capital market.
How often will I receive updates on my investments?
We provide regular statements and performance reports, and our advisors are available to answer your questions. The frequency of updates depends on review of rebalancing needs on your portfolio.
The frequency of these updates depends on whether your investments and portfolio require any rebalancing depending upon current market scenario.
How do I contact my advisor?
You can contact your advisor via phone, email, or schedule a meeting at our office.