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  • Hi! Welcome to GEPL Capital

  • "Here is what we offer - Financial Planning"

    Services:

    Our experienced Certified Financial Planners will create a customised financial plan tailored to your unique financial situation and needs. This comprehensive plan includes Contingency fund planning, Insurance planning, Goal-based planning & Retirement planning.

    Steps involved in the financial planning process:

    To prepare and implement your financial plan, we follow a structured approach that includes:

    Risk Profiling: Determine your risk tolerance and capacity, enabling us to tailor investment recommendations accordingly.

    Financial assessment and Analysis: We assess your net worth, incomes, and expenses to gain a comprehensive understanding of your financial situation.

    Asset Allocation: Designing an asset allocation strategy that aligns with your risk profile and financial goals.

    Dedicated Personal Financial Planner: You will have a dedicated professional who will guide you throughout the planning process and provide ongoing support.

    Fees:

    Our financial planning service has a one-time charge of Rs. 10,000 + taxes.

     

    Before proceeding, don't forget to read the Disclaimer - it's a small step that can save you from big surprises!

  • Financial Planning Details

    Financial Planning Details

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  • Family Details

    Family Details

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  • Risk Profiling Questionnaire

    Risk Profiling Questionnaire

  • Income & Expenses

    Income & Expenses

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  • Assets and Liabilities

    Assets and Liabilities

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  • Retirement Planning

    Retirement Planning

  • Education Goal

    Education Goal

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  • Note: If foreign education is considered then we will be taking amount required to pursue the same in Harvard University

  • Marriage Goal

    Marriage Goal

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  • Vacation Goal

    Vacation Goal

  • Please state the amount you would target to spent in current situation

  • Other Goals

    Other Goals

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