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At , Ghanshyam Patel Investment Advisory (GPIA) clients benefits from our unique perspective on managing wealth, which has been built over nearly three decades of knowledge & experience in financial planning. We work towards understanding your financial goals and risk profile on basis of that we help you to create your wealth.+ Read More

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Wealth Creation Planning
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Wealth Creation Planning

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As an investor, you will always think of ways to maximize the wealth that you already have, or in the event that you are accumulating, you would seek to accumulate the maximum possible. It is an important, but not so implied, a need.

So what does 'wealth creation' mean? It is, in the simplest sense, a desire to be rich, a desire to have control over the aspects that affect our financial life, a desire to command respect with the control of money power. So is it really a wrong thing to have a desire such as that? Absolutely not.

If a wealth creation goal is set with the noble perspective of making conditions better for your own self, and through means which necessitate a use of some investing and discipline, then what is a possible reason for not doing so.

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Pension Plans
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Pension Plans

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Pension plans are designed to accumulate your savings during your earning years and thereafter provide you with a regular income after retirement so that you don't have to depend on your children or society. Further, the premium payment in the case of pension plans can be made as recurring payments for a fixed period of time (regular premium) or once as a lump sum (single premium). Either way, the amount and returns thereon are cumulated and paid out to the policy holder at the retirement date as a lump sum. Part of this lump sum is then used to purchase an annuity which provides post retirement income.

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Equity Fund Service

Equity Fund Service

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Life Insurance
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Life Insurance

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Life insurance is a contract under which the insurer (Insurance Company) in consideration of a premium paid undertakes to pay a fixed sum of money on the death of the insured or on the expiry of a specified period of time whichever is earlier Life insurance provides risk coverage to the life of a person. On death of the person insurance offers protection against loss of income and compensate the titleholders of the policy. .

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Asset Allocation Service
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Asset Allocation Service

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  • Planning for wealth first requires understanding of the asset allocation practice.
  • Asset Allocation is the process of deciding how to distribute wealth among various asset classes and sectors. Although often regarded as a minor investment decision, asset allocation is the cornerstone on which the entire investment process is built.
  • About 90% of return variability over time can be explained by asset allocation decisions. About 40% of the differences in returns can be explained by differences in asset allocation. Asset allocation is thus the major factor that drives portfolio risk and return. Asset classes have fluctuating returns and correlations over different time horizons. No one asset class tends to outperform others consistently, therefore it is critical to diversify and adapt your portfolio to the dynamic investment climate.
  • Therefore it is important that one must spread his asset across equity, debt, structured products, private equity, real estate and other alternates as well.

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Endowment Plans
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Endowment Plans

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Endowment plans are one that ensures that you receive an assured amount at the end of the policy term plus bonuses, if any. If, due to unfortunate circumstances, the insured person expires during the term of the policy, the sum assured and bonuses go to the nominee.

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Money Back Plans
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Money Back Plans

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Money-back plans are insurance products which pay out pre-defined benefits at periodic times during the entire term of the policy. In the case of the unfortunate death of the insured person, the total sum assured (100%) and bonuses will be paid.

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Children Plans
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Children Plans

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These plans set out to secure you financially against the back drop of constraints such as inflation and the rising cost of education. They help you to fund various aspirations like an overseas education, extracurricular activities, sports training, supplementary vocational education, marriage celebrations, etc. by providing a lump sum amount at a specified future date. An additional feature offered by children's plans is that they continue to offer financial protection even in the event of the loss of the premium paying parent. This ensures that the amount envisaged is actually delivered even in the event of unforeseen eventualities.

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Mutual Funds
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Mutual Funds

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A mutual fund is just the connecting bridge or a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. The mutual fund will have a fund manager who is responsible for investing the gathered money into specific securities (stocks or bonds). When you invest in a mutual fund, you are buying units or portions of the mutual fund and thus on investing becomes a shareholder or unit holder of the fund.

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Mid-Cap Funds

Mid-Cap Funds

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Diversified Equity Funds

Diversified Equity Funds

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Tax Savings Funds (ELSS

Tax Savings Funds (ELSS

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Mutual Fund Consultants

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Investment Service

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