Certified all Mutual Funds Consultant
Complete Demat Account Handling
Corporate & Family Insurance
Corporate Fixed Deposits
Bonds
Structured Products
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
Portfolio management services are specialized services that professional wealth managers offer. Their goal is to build a financial portfolio for the client that includes mutual funds, bonds, cash, and other assets.
In a rapidly changing global economic and business environment, we pledge to provide long-term value to our clients by:
Reporting and clearly taking calls on any required changes on portfolio as per the current market and personal financial situation.
The correct way to consult with the best portfolio management services in India will vary depending on your circumstances and goals. You can search for them online and talk to them directly. Or, You can take help from your friends for advice.
Financial portfolio management is the process of overseeing and managing a person or organization’s investments and assets. This can encompass everything from developing investment strategies and picking stocks, to monitoring performance and managing risk.
An investment portfolio manager is responsible for managing a portfolio of investments for a client. This includes making decisions about what investments to buy and sell when to buy and sell them, and how to do the overall investment and portfolio management.
To plan your mutual fund portfolio, you will need to consider your investment goals, risk tolerance, and time horizon. You will also need to choose the right mix of asset classes for your portfolio. Or, you can take direct help from best mutual fund advisor in India company.
Wealth Manager typically offers a variety of services, such as portfolio management, estate, and retirement planning, and tax services, and they advise private high-net-worth individuals and affluent families on how to invest their portfolios and plan their finances to meet their financial goals. You can search for a wealth manager near me for professional help.
Most wealth management advisors offer comprehensive financial planning services as part of their overall offerings. While there may be some firms that focus exclusively on wealth management, most financial planners also provide wealth management services. The main difference between the two is that wealth advisors provide a more comprehensive suite of services than portfolio planners.
A wealth management consultant provides individuals and families with comprehensive services to help them plan for and achieve their financial goals. This may include investment management, estate planning, tax advice, and insurance planning.
An investment management company, also known as an Asset Management Company or Fund Management Companies, is a company that manages and invests funds on behalf of its clients. These clients can be individuals, corporations, pension funds, insurance companies, or other entities looking to grow their wealth or achieve specific financial goals.
The best PMS in India is the one that best meets your investment needs and objectives. To find the portfolio advisory services India that are right for you, first consider your investment goals and then research the various AMCs available. Once you have narrowed down your choices it becomes easy to filter out the best and most affordable among them.
If you’re unsure of how to manage your finances, make investments for the future, or take care of your family, hiring the best investment advisor in India is a wise investment.
Private wealth management (PWM) is a comprehensive approach to managing the financial assets of high-net-worth individuals and families.
Wealth management is a comprehensive approach to managing an individual’s or family’s financial assets. It typically includes investment management, financial planning, tax planning, estate planning, and retirement planning.
There are many benefits to wealth management, including:
There are no specific qualifications required to be a financial planning consultant. However, most personal finance advisor India have a bachelor’s degree in finance or a related field. They may also have a financial planning certification or other professional designation.
When choosing a wealth management companies in India there are a few things you should keep in mind:
The costs of wealth management firms near me vary depending on the services you need and the manager you choose. However, most wealth managers charge a fee based on the amount of assets they manage. This fee is typically a percentage of your assets, such as 1% or 2%.
Most wealth management advisers offer comprehensive financial planning services as part of their overall offerings. While there may be some firms that focus exclusively on wealth management, most financial planners also provide wealth management services. The main difference between the two is that wealth advisors provide a more comprehensive suite of services than portfolio planners.
A wealth management consultant provides individuals and families with comprehensive services to help them plan for and achieve their financial goals. This may include investment management, estate planning, tax advice, and insurance planning.
Wealth Manager India typically offers a variety of services, such as portfolio management, estate, and retirement planning, and tax services, and they advise private high-net-worth individuals and affluent families on how to invest their portfolios and plan their finances to meet their financial goals. You can search for a wealth manager near me for professional help.
A private wealth manager or private wealth management companies are financial professional who helps high-net-worth individuals and families manage their assets and investments. They typically offer a wide range of services, including investment management, financial planning, estate planning, and tax planning.
There are many different types of wealth planning services, but some of the most common include:
Investment management: Wealth planners will help you invest your money in a way that meets your goals and risk tolerance.
Financial planning: Wealth management consultancy will help you create a financial plan that outlines how you will reach your goals.
Insurance: Wealth planners can help you choose the right insurance policies to protect your assets.
Tax planning: Wealth planners can help you minimize your taxes.
Generally, private wealth management companies are targeted towards individuals with a significant level of investable assets, often in the range of several hundred thousand dollars or more.
Biggest wealth management firms in India offers expert advice, tailored investment strategies, and comprehensive financial planning to help you achieve your financial goals and navigate complex financial situations.
A fund manager is a professional who is responsible for investing the money of a mutual fund, hedge fund, or other investment vehicle. They do this by buying and selling securities, such as stocks, bonds, and derivatives. The goal of a fund managers in India is to generate returns for their investors that are higher than the market average.
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
Rohit is a seasoned financial expert with an MBA degree from ICFAI, Hyderabad, one of the most reputed institutions in the country. He has specialized in Banking and Insurance, and has a vast network of contacts in the industry.
Rohit’s passion for finance and his deep understanding of the market enable him to offer sound and reliable advice to his clients. He has over 14 years of experience in Investment Banking, Portfolio Management and Research, and has worked as a Branch Manager in a leading private sector bank in India. He has a proven track record of building long-term and trust-based relationships with his clients, and helping them achieve their financial goals. Rohit is dedicated to providing ethical and professional service to his clients, and tailoring solutions to their specific needs.
Rohit Thakur
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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. |
