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Wealth Management

Enhance your wealth with one of the most prominent wealth management companies in Mumbai.

With our extensive range of products and services, GEPL Capital, one of the most eminent wealth management companies in India, we assist you holistically to help you with your wealth management practices. Whether you are reviewing your current growth strategies, would need bespoke tactics, or perhaps want a strategy for your next goal, we are here to help you.

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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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Ideal approach to organizing your financial objectives

To ensure your investments are still in line with your financial goals, it is vital to monitor their progress. A wealth advisor from GEPL Capital, one of India's most noted wealth management companies, can assist you in numerous ways to accomplish the goal in the event that your goals or earnings change.

Use our Financial Goal Calculator
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Understand your risk profile.

Evaluate your tolerance for risk and analyze your readiness and ability to control risk and profit financially. Depending on this will be your financial strategy.

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With GEPL Capital, one of the most noted wealth management companies in India, GET challenges of wealth management SIMPLIFIED.

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Competent wealth manager solely dedicated to you

Your personal wealth manager understands the intricacies of wealth management.

We work together to develop a comprehensive wealth plan that identifies your path forward, from long-term planning to time-sensitive opportunities

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Intelligence to make informed decisions

Our advanced analytics, technical and fundamental research teams provide you with the intelligence you need to make wise decisions that will grow your money and preserve your long-term economic security.

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Better options

Our investment products and services give you lots of options to build and align your wealth management and strategic approach based on your objectives and risk appetite.

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Building perpetual relationships

Our financial advisors value your relationship the most. They will always put your preferences first and will work with you to help shield and grow your capital as you take actions for a brighter life.

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Why do you need a wealth manager?

As a prosperous high net-worth individual, you are constantly looking for ways to safeguard and expand your wealth while also operating your business operations. A financial planner from GEPL Capital, one of India's leading wealth management companies, will assist you in making decisions and provide you with options and advice.

 A good wealth manager from GEPL Capital, one of the top wealth management firms in India assists you in managing your wealth in a clear and concise manner, which includes capital management as well as investment planning, tax planning, and asset protection.

 A financial adviser from GEPL Capital, one of the most prominent wealth management companies in Mumbai, will work with you to ensure your best interests are achieved. He can help you navigate the volatility in the market and modify as conditions change.

 A financial planner from GEPL Capital, one of the most prominent wealth management companies in Mumbai, assists you in making objective decisions by providing professional and experienced advice, particularly when making life-changing decisions. 

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

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Knowledge Center

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Dec 13 . Mon

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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.