Goal: Retirement Plan, Savings for future life
My investment goal seems to be fulfilled gradually, My money is getting invested in the right funds.
I like the fact that I get a Super-fast response.
Having a mobile app in future to track my investment would be helpful
Anupama
Young Software Engineer
Investment Goal: Retirement Planning
A trustworthy and competent group of financial advisors. Provides professional advice on how to manage and grow one’s money.
Shubhram
IT Professional
Goal: Creating wealth for early retirement
Mrs Komal understands the customer needs and based on her experience she suggested good investment options. I am very happy to see my investment portfolio on the track.
Shaina
Delivery Manager
Goal: My kid’s education
Initially, I had no idea how to plan my investments and achieve my goals. After meeting with Mrs Komal Thakur from The Gainers, clarity dawned.
I feel happy to see my investments perform well and march towards the target.
Shalini
Business woman
It’s almost back from 3 years I am connected to the PMS team of The Gainers, and the growth towards my financial goals are outstanding .Their contribution and advice while planning a complete structured process of achieving my financial goals has given me a complete relief from such a tedious work.
Suraj
Business Owner
For more than 5 years, I have been connected to The Gainers Portfolio Management Service. I’m glad they working smoothly their client’ risk tolerance and financial objectives and offer investment advice in line with those understandings. My capital has increased significantly over time thanks to the PMS team’s portfolio management, and I look forward to keeping up a long-term partnership with The Gainers
Swapnil
Business Owner
I’ve recently begun structuring my investing and tying it to particular objectives for the first time. The finest aspect is working with a committed financial advisor who has spent many hours getting to know me and my long-term objectives.
Sumit
Business Manager
Goal Planning
Risk Profiling
Asset Allocation Strategy
Client Approval
Asset Allocation & Documentation
We use our collective resources and strong industry network to build the best wealth management and financial advisory solutions to clients, assisting them in achieving their financial and strategic goals.
The portfolio is managed by skilled veterans with extensive equity market experience. They manage the portfolio in accordance with the strategy communicated to clients.
Investing in PMS in India is a way to diversify the risk of the stock market and thereby lessen the impact of negative occurrences on the portfolio.
PMS typically have a concentrated stock portfolio, it has a better chance of outperforming the underlying index, especially if the portfolio is recalibrated to account for market volatility.
Passive portfolio management helps you achieve your life’s important financial goals.
Private wealth management reduces the money related uncertainties of future needs.
Investment advisory solutions helps you maintain vibrant financial health.
Portfolio management service enables you to regain control of your financial condition, improve your quality of life, and instil a sense of financial confidence in you.
Reporting and clearly taking calls on any required changes on portfolio as per the current market and personal financial situation.
Financial planning services refer to professional assistance and advice provided by financial planners or advisors to individuals or businesses in managing their finances. These services typically involve analyzing a client’s financial situation, identifying goals, and developing a comprehensive plan to achieve those goals.
When you engage a financial planning service, you can expect the following:
Financial planners may charge for their services in different ways:
Here are some steps to finding a reputable financial planner:
No, financial planning is not exclusively for wealthy individuals. It is beneficial for people at various income levels and life stages. Financial planning can help individuals manage their finances, set goals, and make informed decisions regardless of their wealth. Whether you are starting to save, planning for retirement, or dealing with debt, a financial planner can provide valuable guidance.
Yes, financial planners can assist with debt management. They can review your debt obligations, analyze your cash flow, and develop strategies to pay down debt efficiently. Financial planners may recommend debt consolidation, budgeting techniques, negotiating with creditors, or other strategies to help you become debt
Portfolio management services are provided by the firm that is registered with SEBI. Portfolio Management Services is a service provided by PMS Companies to help High Net-worth Individuals (HNIs) develop a portfolio of financial assets that are in line with their financial objectives and carry the fewest risks possible by taking the PMS investment risk into account.
Komal is a highly qualified and experienced finance professional who has been working with The Gainers for over three years. She has an MBA in Finance and Operations from IMT Ghaziabad, one of the most reputed management institutes in India. She also has a Masters in Commerce and CA(Inter) qualifications.
As a part of The Gainers team, Komal is responsible for enhancing the customer experience and ensuring that their financial goals are met. She has a deep understanding of the banking, insurance, NBFC and education sectors, and has worked as a branch manager in a leading private sector bank before joining The Gainers. She has a proven track record of delivering excellent financial results and developing talent in her team.
Komal has also completed the CFGP Advanced Level Program, which is a comprehensive and rigorous course that covers both theoretical and practical aspects of financial planning. She has demonstrated her expertise and skills in various areas such as investment planning, retirement planning, tax planning, estate planning and risk management. She is committed to providing ethical and professional advice to her clients and helping them achieve their financial dreams.
Komal Thakur
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* Note: This service applies only to Indian NRIs leaving in other countries. This service does not apply to other countries citizens.
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ULIP enables the best of both worlds by offering the twin benefits of life insurance and market-linked returns. Hence, you have the opportunity to invest your money to earn higher returns, while taking care of your protection needs.
National Pension System (NPS) is a defined contribution based pension scheme wherein the subscriber contributes to his/her account regularly. Any Citizen of India with age between 18 to 65 years can join NPS. Under NPS, individual savings are pooled in to a pension fund which are invested by PFRDA regulated professional fund managers as per the approved investment guidelines in to the diversified portfolios comprising of Government Bonds, Bills, Corporate Debentures and Shares.
FeaturesChoice of fund option |
Tax Benefits & Pension PlanningVarious Tax Benefits available u/s 80 CCD 2 upto 1,50,000/- + upto Rs 50,000/- u/s 80 CCD 1 (B) as well as plan for retirement income. |
Ease of accessThe NPS account can be managed online. Once NPS account is opened, online access credentials is provided by CRA (KARVY). Subscriber can login and view/manage his NPS account online. |
