Refer And EarnRefer_And_Earn

Open Demat Account close-announcements
Online Trading Online Mutual Funds Back Office (EQ & DP) Global Investing Login


+91 22 48934000

Contact Details Locate Branch

Wealth Management Services

Wealth Management Companies In Mumbai

Looking for Wealth management companies in Mumbai? So you are landed in the right place. As a wealth management advisory based in Mumbai, GEPL Capital helps you to diversify your hard-earned money. With our team, experts get the finest advice on managing your wealth wisely And, our portfolio management service never fails to leave remarkable marks. we help you to attain your goal of wealth management. The combination of the 8 things, it's trade, investment, currency, assets, economics, Cash, financial planning, and profit are known as wealth management. Scroll down to know more.


Technology that empowers

Our multiple trading interfaces provide all information at your fingertips to buy and sell in one click. 

Open a Demat Account

Perfect way to plan your financial goals

It is important to track the progress of your goals routinely to ensure the investments are still in line with the financial goals. In the case of any changes to the goals or your earnings, a wealth advisor can help you in different ways to reach the goal.

Use our Financial Goal Calculator

Know your risk profile

Know your risk profile and gauge your ability, and capacity to take risks while reaping financial rewards. Your financial plan will be dependent on this. 

Take this questionnaire now

What is Wealth Management Service?

What is wealth management? 

  • Division of financial services is known as Wealth management services. Managing wealth helps to enhance and improve clients' financial status by understanding there needs. The method of wealth management service is consultative. 
  • After discussing financial needs with clients we help them to meet there financial goals by offering our wealth management services.

The goal of wealth management services:

  • The primary goal of wealth management services is to grow the existing wealth in the long run. The most common type of wealth management sought in India as well as globally is the private wealth management service that is provided to HNIs (High Net worth Individuals).
  • As a Mumbai-based wealth management company, we understand the importance of this primary goal and help you to achieve it.

How we plan to achieve this goal: 

  • Efficient financial planning is a must to achieve one’s short and long-term goals. With our advisory and wealth management and wealth creation experts, every earning can be invested to reap more benefits.
  • Our goal planner is a resourceful feature that ensures detailed plans for various life events. From education, marriage, managing assets, or retirement, our goal plans analyze and identify each landmark to arrive at an accurate conclusion to realize your goals. and GEPL Capital assures you a perfect path toward the goal which you want to achieve with our wealth management process.

What areas does Wealth management Goal Planning cover?

  • Wealth management Goal Planning covers your short, mid, and long-term financial goals. With a Wealth management Goal Plan set in place, you are financially prepared for major life events like marriage, education, purchasing a new home, and retirement. You can begin a Goal Plan at any stage of life to determine an effective means of meeting your goals. Successfully achieve every life goal with a practical and reliable Goal Plan.


How Wealth Management Can Ease Your Pain?

Analysis of risks

By using several variables, the investment adviser analyses the client's risk capability. That includes current and future financial bonds, investment objectives, income stability, customer personality, etc. Correct risk analysis plays a key role in developing a customized investment strategy to achieve the financial targets for the customer.

Allocation of assets

The wealth management company aims at the optimal balance of risk and customer returns following the risk analysis. The client's available assets are allocated as per there risk quotient and return aspiration. The key asset classes include stocks, debt, real estate, mutual funds, gold, etc.

Scope of Investment

Successful wealth management helps to meet the investment goals of the customer in both the short and long term. They offer to consult services that enable customers to remain liquid and flexible enough to achieve there short-term investment objectives. They also strive to secure the customer's financial future and maximize investment return.

Customized Investment products

Many asset managers work closely with leading banks in the world. As a result, the entire range of wealth management products is available. Often they could also sell tailor-made investments according to the client's requirements.


Joint our growing base of happy customers, and create your portfolio today!

Take this questionaire now

Knowledge Center


Dec 13 . Mon

Hello readers, In today's blog we ar...


Let us make your money work harder for you.

Open your account today

Frequently asked Questions