We will delight our customers and greatly enhance there wealth creation efforts with superior financial advice, and innovative, and most appropriate solutions for each customer. We will strive to be amongst the top ten retail financial services firms and offer the most diversified portfolio of investment products and services.
GEPL Stands for Growth, Excellence, Planning & Learning. Our single-minded focus on our customers has helped us grow with them over these last five years. We value our employees and associates who fully understand our customers’ needs. develop personalised strategies and make finance management easy for them. Our values make us one of the most trust-worthy advisors in the financial services space.
We believe in long term relationships with our clients, both Retail and Institutional. This means that we simplify everything for them, be it technology, investment technicalities, or pricing.
We have a technology driven approach with easy-to-use desktop and mobile apps to make investing super easy for our clients.
GEPL Investment advisory services focuses on your individual requirements and Our advisory services include all your financial needs and help you make the best out of your available funds through timely advice through our expert.
Experienced fund managers will help manage and grow your portfolio with a starting investment amount of Rs Five Lakhs.
Our advanced analytics and fundamental and technical research teams provide the intelligence for you to make wise and safe decisions that grow your portfolio.
Our range of investment products and services give you enough choices to build and balance your portfolio, according to your goals and risk profile.
A relationship with you matters more to our fund managers. Regular updates and half- yearly reviews will help you grow your portfolio.
An advisor or a fund manager helps you establish your short and long-term financial goals and create a balanced plan to meet those goals.
He will help you manage your portfolio in a comprehensive manner, investment management alongside financial advice.
He is your financial consultant who works in collaboration with you for your best interests. The advisor will keep interacting with you, and periodically monitor and assess your investments vis-à-vis your goals.
Money can be made in different ways from the purchase of shares: By receiving dividends; By the value of the shares increasing from the price at which they were first purchased. Then they can be sold at a higher price back to the stock market.
We engage business owners and senior managers in an intensive, collaborative process to identify and resolve any issues and challenges that may be preventing your organization from achieving its fullest potential. We provide comprehensive financial planning and investment advisory services for individuals and HUFs.
We provide comprehensive financial planning and investment advisory services for individuals and HUFs. We offer a range of service plans tailored for various needs. Our planning and advice is customized and individualized.
We start by collecting a set of inputs from you. These cover many aspects of your financial situation. We use the inputs to develop a draft plan. We review the plan with you, include your feedback and develop the next draft. We finalize the plan after you have understood the plan and
We use a combination of open-source tools and customized calculators to analyse the inputs and create a comprehensive plan.
The tools are one of the factors that affect the quality of the plan. The process used to create the plan, customization to your requirements, and the knowledge of the planner are other major factors that contribute to the quality of the plan.
This is the place to Fix Your Finances, forever. You get to handle your investments and insurance with the greatest ease because we are doing all the hard work of sifting and selecting for you. The main problem with financial products is lack of accountability. The agent, the distributor or the wealth manager may sell you a product that looks good today and carries a lot of promises but may not deliver. Mutual funds lose a lot of value, insurance claims are not met, corporate fixed deposits not being returned and so on. If you follow our recommendations, you can stay out of harmful financial products sold to you through false promises and deception and grow you wealth peacefully.