gpfinserv

About us

We are a team of highly professional individuals with a cumulative experience of more than 20 years in wealth management, finance and banking. We specialize in personalised wealth management services for HNIs and family offices. We started in 2019 and have grown enormously since then. We look forward to managing a 1000 CR+ AUM in future keeping the highest service quality and achieving complete client satisfaction.

HOW IT WORKS?

Here are the 3 working steps on success.

Collect data

Your risk profile, past investments, your prefernces and concerns - all are considered here.

Portfolio building

Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.

Portfolio review

Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.

SERVICES

Investment portfolio

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.

Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk

Tax Fundamentals

Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.

Mutual Fund

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.

Wealth Management

Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.

Retirement Planning

Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.