9942435511 Phone
greatfinancialservices@gmail.com Email

About Us


At Great Financial Services, we adopt a structured and disciplined advisory approach and provide you portfolio solutions which meet your desired financial goals and milestones.

At Great Financial Services, we offer you a complete range of solutions that complement our advisory services. The range includes a combination of best of breed proprietary and non proprietary (third party) products. The approach is to recommend you product solutions within your overall asset allocation in an unbiased manner after evaluating all the options available in the market.

Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels. Our estate planning, insurance, and wealth management expertise will put you in the best position to succeed while allowing you to maximize your time devoted to focusing on the pursuits that are most important to you.

We offer following specific solutions to our clients:-

  • Investment Advisory Services MF,
  • Fixed Deposits,
  • Equity Share Trading- Online/Offline/Mobile
  • Life and General Insurance

We At  GFS, distribute various investment and Insurance products and offer investment solutions for various financial needs of Individuals with help of available investment and insurance schemes.

Why through GFS

Periodical portfolio review (mutual funds)

Unbiased recommendations

·        Rich experience in financial products distribution

·        Periodical reminders

·        Dedicated service support staffs

·         Doorstep services



 Mutual Funds(Pls put whatever positive to improve by you)

Fixed Deposits


  • Equity Fund Raising Advisory to help clients achieve their growth objectives
  • – Serviceing as Sub broker of leading company for Online,Offline and Mobile trading options with dedicated relationship managers for  primary & secondary market transactions
  • Help companies make the right choice, whether to choose a financial and strategic investor or to evaluate the fitment between firm's goals and prospective investor's plans
  • Leveraging vast industry experience and incisive knowledge of investment strategies to assist clients



Life Insurance

Increasing inflation, changing lifestyles and circumstances have made it imperative to insure the financial security of an individual and his/her dependents. Key milestones and eventualities in life such as education, marriage and retirement, mandate foresight and planning to manage expenses.

Life Insurance Is The First Step Towards Efficient Financial Planning

Being adequately insured guarantees the family does not have to compromise on their standard of living in the unfortunate event of loss of the bread-winner. While wealth protection is the primary aim of life insurance, there are certain plans that offer the dual advantages of long term savings and wealth creation.

Life insurance plans are unique to every individual and must be scientifically assessed considering various aspects such as age of the individual, liabilities, dependents, financial goals, standards of living, etc. GFS partners with the best life insurance providers to offer plans that suit your needs.

General Insurance

GFS  is committed to provide you with time-tested and trusted financial solutions that give you all the security you need. We offer you Non-Life Insurance solutions which will be customised to your every day need with superior customer support service. This helps us give you a seamless and hassle-free experience.

Non Life Insurance Products:

You can avail of a range of products to suit your insurance needs. The general insurance products are classified under five categories.

·         1) Motor Insurance

A motor insurance safeguards your finances and gives you the desired coverage in the event of vehicle damage, loss of vehicle, third party liability, etc. Secure your vehicle from financial liabilities or loss of motor vehicle that you may face. Whether it’s a natural disaster such as an earthquake or flood or somebody damages or steals your car, motor insurance will take care of it. It brings to you confidence and peace of mind on the road.

·         2) Health Insurance

A health insurance safeguards you and your family from costly medical expenses in case of any emergency and simply lets you concentrate peacefully on the recovery of yourself or your dear ones. We also have other wide range of health plans to cover you and your family against expensive medical care.

·         3) Personal Accident Insurance

A personal accident insurance ensures the financial stability for you and your family in the event of an accident. The policy covers an individual against death, disability and related adversities like bodily burns etc.

·         4) Travel Insurance

A travel insurance plan will ensure that your vacation is hassle-free. Whether you happen to lose your baggage or passport, or whether you need any kind of medical support on your trip, an overseas travel insurance will make sure that you get what you need. We offer wide range of plans that span both leisure and business travels, which will suit your travelling purpose at an affordable cost.

·         5) Home Insurance

A home insurance safeguards your home from unforeseen events like fire, burglary and theft.

Bonds :-

Bond refers to a security issued by a company, financial institution or government which offers regular or fixed payment of interest in return on the amount borrowed money for a certain period of time.

Thus by purchasing a bond, an investor loans money for a fixed period of time at a predetermined interest rate. While the interest is paid to the bond holder at regular intervals, the principal amount is repaid at a later date, known as the maturity date. While both bonds and stocks are securities, the principle difference between the two is that bond holders are lenders, while stockholders are the owners of the organization. Another difference is that bonds usually have a defined term, or maturity, after which the bond is redeemed, whereas stocks may be outstanding indefinitely.

Customer also has the option of recurring interest along with Principal i.e Cumulative Interest. Thus a bond is like a loan: the issuer is the borrower (debtor), the holder is the lender (creditor), and the coupon is the interest. Bonds provide the borrower with external funds to finance long-term investments, or, in the case of government bonds, to finance current expenditure. Bonds must be repaid at fixed intervals over a period of time.


            Home Loans*

  • We work closely with all home loan companies offering customised home loan solutions with best in class services with deep domain knowledge and simple loan procedure for purchase, construction and extension of dwelling units.
  • ur expertise in home loan's for NRI's & PIO's include purchase , construction, repair and renovation of residential property in India


           Personal Loans*- Offering through other Banks /NBFC

  • Loan Against Properties*-We arrange loans against mortgage of existing residential /commercial immovable property .



           Loan Against Shares*- We support to get loans against your Shares/Mutual Funds/Bonds

·         Loans eligibility as per terms and conditions on loan apply companies

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Family Account

Access your family member's Portfolio
with one single login


Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.


Save Tax

Check out Tax Savings
and Invest into ELSS Funds



View your current market value,
your profits & losses.



Calculate the amount of wealth
required for your goal



Explore Mutual Fund schemes
and their performance


Focused Funds

Check out our recommended funds
and invest into them


Market Views

Get monthly market outlook
from the experts


Upload and save
your important documents.



Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors. On the negative side, investors in a mutual fund must pay various fees and expenses.
Primary structures of mutual funds include open-end funds, unit investment trusts, and closed-end funds. Exchange-traded funds (ETFs) are open-end funds or unit investment trusts that trade on an exchange. Mutual funds are also classified by their principal investments as money market funds, bond or fixed-income funds, stock or equity funds, hybrid funds or other. Funds may also be categorized as index funds, which are passively managed funds that match the performance of an index or actively managed funds. Hedge funds are not mutual funds; hedge funds cannot be sold to the general public and are subject to different government regulations.

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Market Views

Please click here for Monthly Equity & Debt Outlook Presentation – September 2020.


Key Events:

·         1Q FY21 Real GDP growth contracted by 23.9% YoY, weaker than the street estimates. Led by a strict lockdown and labor migration, construction was the worst hit, followed by trade, hotels, transport and communication. 


·         MPC took a pause in the rate easing cycle while refraining from giving any specific forecasts on growth & inflation given heightened uncertainty.


·         July’s CPI print of 6.9% (v/s 6.2% in June) drastically reduced chances of a rate cut for the rest of this fiscal year. RBI’s recent policy statement had predicted inflation to stay elevated till Sep and see moderation in 2HFY21.


·         India’s trade balance turned to a deficit of ~$4.8bn in July are a rare surplus of ~$0.8bn in June, as gold and other imports started to pick-up. Exports in July were down ~10% in July at $23.6bn while imports at $28.4bn.


·         India’s fiscal deficit stood at Rs8.2trn at the end of July, at ~103% of the budgeted target for the current fiscal year. Sharp fall in tax receipts coupled with resilient government expenditure led to the high deficit in the period.


·         After an erratic July, August witnessed excess rainfall of 26%, highest print since 1901. Rainfall is already at a record in states of Maharashtra, Madhya Pradesh, Gujarat, and Odisha.


·         Indian Equities moved slightly higher (Nifty +2.8%) in August.

Please click here for Monthly Equity & Debt Outlook Presentation – August 2020


Key Events: 

·         Nifty (+7.5%) made new highs (breaching 200DMA & 11k for the first time since March fall) in July but more than half of its gains were contributed by just two stocks.

·         After a sharp recovery (>+50%) from April lows, activity levels peaked in early-July and were still >15% below pre-Covid levels.

·         The MPC, unanimously, kept the repo rate unchanged at 4% but retained the ‘accommodative’ stance.

·         Headline CPI moderated to 6.1% for June after peaking at 7.2% in April. Core Inflation at 5.1% was still elevated in June suggesting that despite the subdued demand, the supply disruption led CPI to spike

·         After almost 18 years, India reported a trade surplus of $0.8bn in June driven by broad-based export rebound and still weak import demand. Oil imports were suppressed by low oil, but non-oil trade improved sharply

·         Centre’s fiscal deficit during 1Q of this fiscal stood at ~83% of Budget Estimate. Reports suggested that actual fiscal deficit for FY21 could be as high as 7.6%, almost 2x budget

Please click here for Monthly Equity & Debt Outlook Presentation – July 2020

·       Nifty (up +7.5%) finally decoupled from the US markets (S&P up only +1.8%) and outperformed during June.


·       Despite the headwinds, Indian markets continued to rise due to high foreign inflows (+$2.5bn, highest monthly inflows in 2020) and marginal domestic institutional buying (+$0.3bn). In sectorial trends, all sectors were up v/s May with Realty and Banks at the top.


·       After the border clash with China led to 20 Indian casualties, the Indian forces deployed along the 3500-km border were given “full freedom” to counter any aggressive Chinese behavior . Later both countries, however, agreed on a “step-wise mutual disengagement” from areas of friction in Ladakh averting further escalation. 


·       IMF projected a deeper 4.5% contraction (vs -1.9% in April) for India in FY21 citing a longer lockdown period and slower than anticipated recovery. FY22 growth forecasted at +6% vs +7.4% earlier.


·       Moody’s downgraded India’s rating to Baa3, last level of investment grade rating, while keeping outlook as negative. whereas Fitch reaffirmed BBB- rating but changed the outlook to negative. S&P retained BBB- rating with a stable outlook. 


·       The gross GST revenue collected in the month of June, 2020 is Rs 90,917 crore.


·       The India Manufacturing Purchasing Managers Index (PMI) edged up to 47.2 in June, compared with 30.8 in May.


·       May merchandise trade deficit narrowed to a decade low $3.2bn on weak crude and faster recovery in exports vs imports.


·       RBI’s FX reserves hit a record $500bn on portfolio inflows and lower trade deficit.

Weekly Market Round Up: An overview of last week's market. #KMFMarketRoundUp (11th September 2020 - 18th September 2020)
21/09/2020 07:55:23
An overview of last week's market. #KMFMarketRoundUp (4th September 2020 - 11th September 2020)
14/09/2020 09:57:41
An overview of last week's market. #KMFMarketRoundUp (28th August 2020 - 4th September 2020)
07/09/2020 10:40:29

Contact Us


Email greatfinancialservices@gmail.com