To gain back peace of mind, look at our proven portfolio management service.
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
Investment Goal: Retirement Planning
A trustworthy and competent group of financial advisors. Provides professional advice on how to manage and grow one’s money.
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.
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.
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.
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
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.
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.
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:
Hiring a financial planner in Delhi ensures you receive expert guidance tailored to your financial goals. Our skilled planners offer comprehensive financial strategies to grow and protect your wealth, utilizing deep local market knowledge. As a financial consultant in Delhi, we provide personalized solutions that align with the unique economic landscape of the region, ensuring your investments are both safe and growth-oriented.
Investment management firms offer portfolio management, financial planning, and asset allocation services.
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.
To find reliable financial advisor services near you, research online reviews, visit professional advisor websites, and check credentials such as CFP (Certified Financial Planner) certifications. You can also ask for referrals from trusted sources like friends, family, or colleagues.
A financial consultant offers personalized financial advice and solutions based on your unique goals and circumstances. They help with retirement planning, budgeting, investment strategies, tax management, and estate planning. Working with a financial consultant near you ensures easy access to meetings and tailored advice that aligns with local market conditions.
To find the best financial advisors near you, look for professionals with relevant certifications, such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst). Check online reviews, ask for referrals, and ensure the advisor has experience with clients who share similar financial goals. Transparency about fees and fiduciary responsibility is also key when choosing an advisor.
A portfolio fund manager is responsible for managing and optimizing an investment portfolio on behalf of clients. Their role includes researching and selecting assets such as stocks, bonds, and mutual funds, balancing risk, and continuously monitoring performance to ensure the portfolio aligns with the client’s financial goals and market trends.
HNI portfolio management refers to specialized financial services designed for High Net-Worth Individuals (HNIs) with significant assets. These services include personalized investment strategies, risk management, tax optimization, and estate planning. HNI portfolio managers offer access to exclusive investment opportunities, such as private equity and structured products, to maximize wealth growth.
To choose the best PMS (Portfolio Management Services), evaluate factors such as the manager’s track record, fees, investment strategies, and market expertise. Look for firms that offer transparency, access to exclusive investment options, and customization based on your financial needs. The best PMS providers also provide detailed reporting and continuous communication to keep you informed.
Working with a financial consultant near you offers the benefit of personalized, face-to-face meetings and insights into local financial markets. They can provide timely advice tailored to your financial situation and help build strategies that align with both your short-term and long-term goals.
A portfolio fund manager mitigates risk by diversifying investments across different asset classes, such as equities, bonds, and real estate. They also adjust the portfolio based on market trends, economic indicators, and the client’s risk tolerance, ensuring optimal performance without exposing the portfolio to unnecessary volatility.
HNIs benefit from portfolio management services because they offer tailored strategies designed for complex financial situations. PMS providers offer access to niche investment opportunities, tax-efficient solutions, and comprehensive risk management strategies. These services help HNIs preserve wealth, grow investments, and plan for generational wealth transfer.
When choosing the best financial advisors near you, consider their qualifications, experience, and fee structure. Look for advisors with expertise in areas relevant to your goals, such as retirement planning, tax management, or estate planning. It’s also essential to select someone you trust and with whom you can communicate comfortably.
The best PMS services stand out for their ability to deliver consistent returns, transparency in reporting, low fees, and personalized strategies. These services offer exclusive investment opportunities, frequent portfolio reviews, and the flexibility to adapt to changing financial circumstances, ensuring alignment with the client’s financial objectives.
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.
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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. |
