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Wealth Management

Enhance your wealth creation

Whether you are re-looking at your growth strategies or you would like customized strategies or even want a plan for your next goal, GEPL capital helps you holistically with it's comprehensive suite of products and services.


Technology that empowers

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

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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. 

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Simplify the complexities of wealth management with GEPL Capital

Seasoned wealth manager dedicated to you

Your dedicated wealth manager understands the complexities of managing affluence. We collaborate with you to create a comprehensive wealth plan for defining your path forward, from year-round planning to time-sensitive opportunities.

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 wealth and protect your long term financial security.

Better choices 

Our range of investment products and services give you enough choices to build and balance your wealth management and growth strategy, according to your goals and risk profile.

Relationships matter most

A relationship with you matters most to our wealth managers. They will always put your interests first and stand by you to protect and grow your wealth taking decisions for a richer future.  


Why should you have a wealth manager?

As an affluent high net-worth individual, you are always looking for ways to protect and grow your wealth, while also managing your current business. A wealth manager will help you arrive at decisions by giving you choices and advice to make informed decisions.

A good wealth manager helps you manage your wealth in a comprehensive manner, investment management alongside financial advice, tax guidance, and even estate planning.

A wealth manager is your financial consultant who works in collaboration with you for your best interests. He can help you ride through market volatility and help you adapt as situations change. 

He helps you take objective calls by providing expert and experienced advice, especially in case of life changing decisions


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

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Knowledge Center


Dec 13 . Mon

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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.