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Wealth Management Services
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.
Our multiple trading interfaces provide all information at your fingertips to buy and sell in one click.
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.
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.
What is wealth management?
The goal of wealth management services:
How we plan to achieve this goal:
What areas does Wealth management Goal Planning cover?
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.
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.
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.
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.
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Dec 13 . Mon
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Who is an ideal PMS investor?
Individuals and corporate entities with a high net-worth, who are looking for customized investment solutions that are designed to satisfy their needs and requirements are ideal PMS investors.
What is Wealth Management?
Why would someone need wealth management?
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.
