Research and Recommendation

Gyaata enjoys long term relationship with client .. Because we research and recommend

We meet our client to analyse his existing portfolio,his financial appetite and his risk taking capacity. On analysing the financial needs of the client we recommend the product which will fetch him maximum benefits at minimum cost.Gyaata deals and advices in almost all the asset class which interest any individual. Our tailor made approach for product allocation not only take care of our client's risk appetite but also gradually provide the flavor of the new assets in which he averses to invest.

Our recommendations are always well researched and bases on up to date knowledge. The team Gyaata comprises of Experts and specialist of different class of assets .The team is in constant touch with the market for new product and consistently doing research mainly in the field of Insurance products , Mutual Funds & Debt product in the market.

Our recommendation is the result of our research .Hence When we recommend we mainten complete transperancy with our client and that is why our satisfied customer starts building their diversified investment portfoio on our genuine recommendation.

This is the beginning of permanent, long term relationship of GYAATA with client .

Once the product is sold most of the relationships end but this is a starting point of relationship with Gyaata

• Research/Recommends
• Review of Portfolio
• Tax Planning
• Robust Info System
• Family Trust