Ready to Start Planning Your Future?
If you want to get a grip on your finances, if you want to be ready for financial freedom, if you like to think through your money life for the next 20 years, have a lot of fun while you manage your goals or you simply want to assess where do you stand right now, you must check out our comprehensive financial planning service.
GYR Financial Planners Private Limited
201 Corporate Arena, Sitaram Patkar Marg, Piramal Nagar, Goregaon (W), Mumbai 400 104. India
Monday to Saturday – 9:30 AM to 6.00 PM
(Closed on Sundays, 2nd & 4th Saturdays + Public Holidays)
I am a CFP. Do you have any opening?
We do have openings from time to time. Please email your resume to our email address mentioned above & we will get back.
We need personal finance articles to be wrriten.
Sorry, we will not be able to take this up. Our one thing is ‘Financial Planning for Executives’
We want to arrange Financial Wellness Seminars for our employees.
We are very passionate to spread financial literacy & we will be happy to talk through our experience with your employees. Please call or email the details.
Please note that we charge for our time.
We would like to collaborate with you to offer our products to your clients.
We are open to new ideas. That said, we are pretty much clear in terms of our client-centric way of working where clients are paymasters. In past, we have not been excited about high return, high commission, or aggressive category products. Our solutions are pretty much simple and our clients and we feel comfortable that way.
If we sign up and if we have complaints against you then what do we do?
Our engagements have solid governance & we have a track record of Happy Engagements and a very high ratio of retention. That said, for some reason, if our clients are not happy, then they can reach out to SEBI on the SCORES portal at the below website link.
https://scores.gov.in/scores/Welcome.html
Below is SEBI’s Office Address in Mumbai.
SEBI Bhavan BKC
Plot No.C4-A, ‘G’ Block
Bandra-Kurla Complex, Bandra (East),
Mumbai – 400051, Maharashtra
Tel : +91-22-26449000 / 40459000
Fax : +91-22-26449019-22 / 40459019-22
E-mail: [email protected]
Tel : +91-22-26449950 / 40459950
Toll-Free Investor Helpline: 1800 22 7575
Contact
Start Your Journey with Us
If you’d like to explore what working together could mean for you, we invite you to take our Financial Health Checkup Survey.
It’s a great first step toward your financial goals. Prefer a call? You can also reach us using the contact details on our website.
WHERE ARE ALL THE CUSTOMER YACHTS?
At the turn of the twentieth century, two men were walking along the East River waterfront, not far from the headquarters of the New York Stock Exchange. One man pointed to the array of elegant sailing boats tied to the dock and said, “Those yachts belong to the celebrated stockbrokers on Wall Street.” The other man looked at him and asked,
“Where are all the customers’ yachts?”
– Fred Schwed, Jr