We'll learn a bit about you. Where are you in your financial life and help you to simplify finance.
Based on our conversation, we will build investment plan. it would be based on multiple aspects such as risk tolerance, time horizon etc.
We'll engage with you periodically to see if there are some changes in your goals. Based on this, portfolio would be rebalanced.
While you enjoy your life, we'll put our magic to work and see to it that your goal is met.
A calculative online financial calculator launched with the advance feature..
G K Globas LLP has been handling my family's portfolio since 2016. The firm's transparency, exceptionally detailed guidance and process-driven execution of tasks are some of the reasons why I (and my family) feel secure in doing business with them.
Calm and detailed guidance on asset management during the COVID-19 pandemic helped me navigate my family during challenging times.
We are very happy to have found a life-long friend, G K Globas LLP. The team is highly efficient and energetic. Unlike most financial intermediaries, they are not “Salesman”. The team helps you choose the most-suited financial products, by providing a detailed analysis of them. Instead of just quoting its vision statement, the team strives towards completing its mission by transparently providing personalised asset management solutions.
Initially, when I was given a reference of G K Globas LLP, I opined that this is another firm that is interesting in just selling a financial product. However, after initial conversations, I was pleasantly surprised by the attitude, thought process and working style of leaders of the firm. Instead of focusing on selling financial products, Mr Shah was most interested in understanding our requirements. During our subsequent conversations, we got a glimpse of their understanding. We are very proud to be in business with G K Globas as they provide holistic custom solutions to us