Financial Planning

Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your childs higher education, planning a vacation or planning for retirement. Financial Planning provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances.

At G K Globas, we believe “We should Dream, but with an eye open”. To ensure that our dreams donot fall apart, we follow an elaborated process of financial planning


Selecting the appropriate asset mix is one of the most important investment decisions clients can make toward successfully meeting their investment objectives and managing their portfolio risk. While the foundation of a portfolio should be a long-term strategic asset allocation, we believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they evolve.


One of the main areas that need a great deal of attention is Life Cycle Planning. As people grow and age, their lives change dramatically, and they move through the different stages of the life cycle. Every stage of life calls for different action plans.

We, at G K Globas LLP, understand that latitude of expenses and uncertain situations make a life of a person complicated. We aim to ensure that our clients are not caught off guard at any point in life. We specialize in these planning and ensure that our plans that are made by a combination of different assets don’t fail you in life.

Its a fact: - Wealth brings increased exposure to potential liabilities.

What is Risk?

We believe, the probability of incongruence between expected return and realized return is called risk.

At G K Globas, we believe that rather than return, Risk-Adjusted Return is more important. Thus, it becomes extremely important to control risk and ensure that we don’t end up compromising peace of mind or put our future in jeopardy in an attempt to generate an extra return. To control risk and protect the client from unwarranted issues, we make a roadmap to the goal by employing various techniques of measuring risk and mitigating as much as possible.