A clear, honest look at your mutual fund portfolio — free.
Whether you're starting your first SIP or want a second opinion on funds you already own, the founder desk at Gayatri Financial Synergy reviews it personally — no fee, no upload, no obligation. Guidance here is incidental to how we distribute mutual funds.
GFS offers a free portfolio review for existing investors, help building a first portfolio for new investors, and a private session for larger, multi-folio holdings. Every review is done by a person at our Faridabad office using the statements you provide plus official scheme factsheets and portfolio disclosures, with no separate fee. Public overlap and X-Ray pages are illustrative demos only. This is educational guidance incidental to mutual fund distribution, not personalised investment advice.
Review & fix my portfolio
Already investing? We'll go through what you hold, flag overlap and gaps, and talk you through what to do about it.
Build my portfolio from scratch
New to mutual funds? We'll map your goals and shortlist funds matched to your risk and time horizon.
Invest right, from day one
Ready to act? We help you get SIPs set up correctly and keep the plan on a review schedule.
Three ways we help, all free
Pick the one that matches your stage — there's no gate and no fee on any of them.
Start your first portfolio
- A short conversation to understand your goals, timeline and comfort with risk
- Your goals mapped into a monthly investable number
- A fund shortlist matched to your risk and horizon — a set of suitable options, not one single ranked pick
- Hands-on help setting up your first SIP
Review & fix my portfolio
- A human, CAS-based review of what you actually hold (keep your CAS statement handy — share it over WhatsApp or email when we call; no upload needed on this page)
- An overlap & duplication check across all your folios
- A risk and volatility read from your statements and the schemes' official factsheets and portfolio disclosures
- A plain-language rebalancing discussion — a conversation, not a directive
Private family-wealth session
- One-on-one time with the founder desk
- Core-satellite thinking across your full holding
- Consolidation across family members' folios
- Priority scheduling for reviews and servicing
All three are free. This guidance is incidental to how GFS distributes mutual funds — we're never paid a separate fee for a review or a conversation.
The real cost of waiting
A portfolio review — or a first SIP — is easy to keep postponing. The rupee cost of that delay compounds quietly in the background.
A ₹10,000 monthly SIP, started today and continued for 20 years, works out to roughly ₹87 lakh at an assumed 11% p.a. return. The same SIP started three years later — so investing for only 17 of those 20 years — works out to roughly ₹60 lakh. The three-year delay costs roughly ₹27 lakh in this illustration, even though the total amount actually invested differs by only about ₹3.6 lakh.
Assumes a hypothetical, illustrative 11% p.a. return, compounded monthly, chosen only to demonstrate the effect of time — not a forecast, promise or guarantee. Mutual fund returns are market-linked, can be negative, and actual results will differ. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
Your path in four steps
From a five-minute request to a review you can act on.
Request a callback
Tell us a little about yourself below — takes under a minute.
Share goals & CAS on WhatsApp
A quick chat to understand your goals; send your CAS or holdings statement over WhatsApp or email when it's convenient.
Receive your review
The founder desk reads your statements alongside official scheme factsheets and portfolio disclosures, then calls you with plain-language findings.
Invest & review on schedule
Act on what makes sense to you, then come back for a periodic review as life and markets move.
What makes our review different
Four things we won't compromise on, on every review.
A real person in Faridabad
Not a chatbot or a call-centre queue — someone you can meet, backed by a firm that has been in the same city since 2002.
Grounded in your documents
Reviews use the CAS or holding statements you provide plus official scheme factsheets and portfolio disclosures. The public Portfolio Overlap and X-Ray pages are illustrative demos only and are not used as evidence of your holdings.
24 years through market cycles
Founded in 2002, GFS has guided families through multiple ups and downs — not just a single bull run.
No fees for guidance
This review is incidental to how we distribute mutual funds. We don't charge a separate advisory fee for it.
Every portfolio review is signed off by Roohani Bangia, the firm's AMFI-registered Mutual Fund Distributor (ARN-169480) — a real, accountable person, not an automated report. GFS has served investors since 2002.
Portfolio services — frequently asked questions
Gayatri Financial Synergy is an AMFI-registered Mutual Fund Distributor (ARN-169480), held by Roohani Bangia, not a SEBI-registered Investment Adviser. GFS distributes Regular Plans and may earn commission on them; analytics tools use Direct-Growth facts and do not accept transactions. Content here is for information only and is not investment advice.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
Tell us a little about you
Fill this in and the founder desk will call you back — usually within one working day. No fee, no obligation.