Retirement PlanningChild Future PlanningMulti-Scheme SIP SetupPortfolio Check-upSIP Setup & ServicingLoan Against Mutual Funds
PRO SERVICE
Retirement Planning
The arithmetic of a retirement corpus, written down — what your stated expenses cost at the inflation and return assumptions you choose, what a monthly contribution has to be to reach that number, and every piece of paperwork needed to start and keep those SIPs running. Reviewed with you every year.
What you get
A target corpus computed from the expenses and assumptions you give us, with the workings shown
KYC, folio creation and NACH mandate registration handled end to end, across fund houses
SIP dates, amounts and step-ups set up, changed and reinstated on your instruction
An annual review call and a consolidated written statement of every folio held through GFS
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.