PROHuman help, when you want it
Help with the decisions a screener can’t make
Planning, portfolio reviews and model baskets from the research desk. Tools stay free; Pro adds people.
Ancillary to mutual fund distribution — not a substitute for advice from a SEBI-registered investment adviser.
Talk to the deskRetirement planning
A target corpus, a glide path out of equity, and the SIPs that get you there — reviewed yearly.
NEW
Child future planning
School fees to college abroad — goal-dated SIP plans sized against 8% education inflation.
Multi-Scheme SIP Setup
One instruction, several schemes. You choose the list — GFS does the registration, the mandates and the monthly reconciliation.
Portfolio check-up
Upload your holdings; get an overlap, cost and risk read with a fix-it list. Uses the overlap engine.
SIP portfolio built with you
A fund mix sized to your income, goals and the suitability test — not a template.
Loan against mutual funds
Cash against your units without redeeming — the SIPs keep compounding while you borrow.
How Pro works
01
Tell us the goal
A 20-minute call or a form — horizon, income, existing holdings.
02
Get the plan
A written plan with funds, amounts and the reasoning — yours to keep either way.
03
Execute in one tap
SIPs set up on GFS; reviews land every quarter.
Pro services are ancillary to mutual fund distribution and not a substitute for SEBI-registered investment advice. There is no fee for any of them today — the conversation and the written plan are free, and GFS is paid distribution commission by the fund house only if you choose to invest through us.