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FINANCIAL PLANNING

Get the life you want to live

Get advantage of GEPL Capital’s personalized planning services which lead to successful investing. Through relevant tools, market insights and research, we will guide you through the right opportunities.

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Technology that empowers

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

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Set your goals

Set your goals and through our Financial Goal Calculator, know exactly how much margin money is required for your portfolio. 

Use our Financial Goal Calculator
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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

Take a new, profitable approach with GEPL Capital

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Dedicated financial advice

We take time to understand your current stage in life and your future goals. A dedicated financial consultant will then work closely with you to help finalise the right solutions for you. Our end-to-end services start from understanding you to creating the right plan, to successfully executing it and finally periodic monitoring and review of the portfolio.

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Quality research

Our advanced analytics and fundamental and technical research teams are well poised to advise on strategies and timing for investments, including time-sensitive investments.

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Maximise returns, minimise risk

Your financial needs are unique; therefore, we have a wide range of products and investment services designed to create a diversified portfolio to maximise returns and minimise risks.

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Relationships matter more

A relationship with you matters more to our financial planning advisors, than commissions. They will always put your interests first and stand by you through every stage in your life.

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Why do you need financial planning?

Financial planning helps you establish your short and long-term financial goals and create a balanced plan to meet those goals.

A financial plan fits your needs, personality, and goals. It may include long and short-term investment plans, tax planning strategy, a risk management plan, and a retirement strategy. Having these plans and strategies in place makes you less worried about the future.

It helps you keep discipline and be in control of your money, how much income should be spent, how much saved and how much should be invested. Your cashflow is managed more effectively, through budgeting, tax planning, monitoring spends and expenses.

A financial advisor you trust is critical to your financial success. The advisor will keep interacting with you, and periodically monitor and assess your investments vis-à-vis your goals.

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

Take this questionaire now

Knowledge Center

PODCAST

Dec 14 . Tue

In this episode, our analyst and expert gives you a market wrap for the day. This i...

PODCAST

Dec 14 . Tue

In this episode, our analyst and expert gives you a market wrap for the day. This i...

PODCAST

Dec 14 . Tue

In this episode, our analyst and expert gives you a market wrap for the day. This i...

Let us make your money work harder for you.

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Frequently asked Questions

attention-icon 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.