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ADVISORY SERVICES
GEPL capital’s investment advisory services focuses on your individual requirements
Our multiple trading interfaces provide all information at your fingertips to buy and sell in one click.
Set your goals and through our Financial Goal Calculator, know exactly how much margin money is required for your portfolio.
Know your risk profile and gauge your ability, and capacity to take risks while reaping financial rewards. This will help us understand you better.
Customized portfolio
Experienced fund managers will help manage and grow your portfolio with a starting investment amount of Rs Five Lakhs.
Intelligence to make informed decisions
Our advanced analytics and fundamental and technical research teams provide the intelligence for you to make wise and safe decisions that grow your portfolio.
Better choices
Our range of investment products and services give you enough choices to build and balance your portfolio, according to your goals and risk profile.
Relationships matter most
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.
Why are shares bought?
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.
What are advisory services?
What are the services that you provide?
How do you work with your client during the planning process?
What are the tools and software used during the planning process?
What are the core benefits of advisory services?
Attention Investors
1) Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020. 2) Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge. 3) Pay 20% upfront margin of the transaction value to trade in cash market segment. 4)Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard.5) Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month. 6) For Stock Broking transaction : Prevent unauthorised transactions in your account 7) KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary 8) Update/ confirm your mobile number/email ID with us OR If you wish to change/ modify the current Mobile No. & E-mail ID, you are requested to provide MODIFICATION FORM duly filled in and signed OR If you do not want to provide Mobile No. & E-mail ID, you are requested to send DECLARATION FORM duly filled and signed. 9) Receive information of your transactions directly from exchange on your mobile/email at the end of the day...Issued in the interest of Investors 10) No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remain in investor's account. 11)As per SEBI Circular MIRSD/ SE /Cir-19/2009 dated December 3, 2009 Client transaction account shall be required to do the actual settlement of funds and securities at least once in a Quarter or month.
GEPL CAPITAL PRIVATE LIMITED: CIN No.- U67120MH1997PTC110941 Registered office address- D-21, Dhanraj Mahal, CSM Marg, Colaba, Mumbai-400001;Tel No.-022 66182400, SEBI Registration No’s- GEPL Capital Private Limited- INZ000168137(NSE and BSE); CDSL- IN-DP-CDSL-27-99;Research Analyst Certificate No.:-INH000000081; AMFI-ARN-27210;
DISCLAIMER: Please read the risk disclosure documents prescribed by the Stock Exchange carefully before investing. There is no assurance or guarantee of the returns. Investment in the securities market is subject to market risk, read all the related documents carefully before investing.
You agree that GEPL Capital Pvt. Ltd. can modify or alter the terms and conditions of the use of this service without any liability. GEPL Capital Pvt. Ltd. has launched e-broking services. It reserves the right to decide the criteria based on which customers would be allowed to avail of these services.
