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)
· Rich experience in financial products distribution
· Periodical reminders
· Dedicated service support staffs
· Doorstep services
Mutual Funds(Pls put whatever positive to improve by you)
- 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
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.
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.
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.
- 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