Retirement PlanningChild Future PlanningMulti-Scheme SIP SetupPortfolio Check-upSIP Setup & ServicingLoan Against Mutual Funds
PRO SERVICE
SIP Setup & Servicing
Getting money invested every month without the paperwork becoming your problem — KYC, folios, mandates, start dates, step-ups, and a named person to call when a debit bounces.
What you get
Your suitability questionnaire kept on file, so the schemes you choose are recorded against the horizon and risk tolerance you stated
KYC, folio creation and NACH mandate registration handled end to end, across fund houses
SIP dates and amounts set to your cash flow, and amended on your instruction at no charge
A named person at the desk for failed debits, bank changes, pauses, step-ups and redemptions
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.