You appoint GFC as your portfolio manager to make investment decision on your behalf keeping your investment objective in mind and SEBI guidelines. GFC at its own discretion will invest on your behalf in various asset classes as per analysis and your risk tolerance.

Investment process - After the account opening formalities in completed we will prepare a policy statement. This statement will constitute your investment objectives, liquidity needs, time horizon, and other needs and preferences. Understanding your objectives and constrains will help our investment team to allocate your funds to various asset classes.

In addition to services described under Advisory Services, GFC will

  • Plan your Investment strategy and execute them.
  • Evaluate, restructure and manage your portfolio every quarter.
  • Forward superior level of Personalized services through dedicated Relationship Manager/ Client Advisor / Principal/ Personalized Trader.
  • Access to Counter Services - NET Check In, Call Alert, News Alert.
  • Adhere to tax issues on proactive basis as well as file your returns.
  • Manage real estate property - sale and purchase.
  • Provide and maintain a personal contingency plan on your behalf.

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