Retirement PlanningChild Future PlanningMulti-Scheme SIP SetupPortfolio Check-upSIP Setup & ServicingLoan Against Mutual Funds
PRO SERVICE
Portfolio Check-up
Send your current holdings; get back an overlap, cost and volatility read on published numbers — what you own, where two schemes hold the same stocks, what each one costs, and how each has behaved. The read is factual; the decisions stay yours.
What you get
Overlap analysis across every pair you hold, from the fund houses’ own monthly disclosures
Cost read: the disclosed expense ratio on each holding, and what comparable exposure costs elsewhere in the catalogue
Volatility and maximum-drawdown figures for each holding, computed from its own NAV history
A one-page written summary, every figure sourced and dated — no ratings, no verdicts, no scheme recommendations
How it works
1.Book a callback — 20 minutes, no charge, no pitch.
2.Get the written summary and the workings; they are yours to keep either way.
3.If you decide to invest, GFS completes the scheme paperwork and registers the instruction with the fund house. Transactions are processed by the AMC or its RTA, not on this website.
No charge
The call and the written summary are free. GFS earns distribution commission only if you invest through us.
Gayatri Financial Synergy is an AMFI-registered mutual fund distributor (ARN-169480), held by Roohani Bangia. It is not a SEBI-registered investment adviser and does not provide investment advice. This desk executes and services investments — paperwork, registration, consolidation, review and reporting. Which scheme you buy remains your decision.
Request a callback
The desk calls within one working day.
Your name
Mobile
Preferred slot
We’ll call on the mobile you give us. No charge, no pitch.