SEBI Registered Investment Adviser · INA000015996
Financial planning · Mumbai · since 2012
GYR is a SEBI-registered financial planning firm. We help families and senior professionals turn a lifetime of savings into a dependable plan for income — and we stay beside them through every market that follows.
Prefer to speak now? Call +91 98205 29758
Who we work with
Retirement is close enough to plan precisely: when to stop working, what to keep, and how to draw an income that keeps pace with rising costs and medical bills.
ESOPs, multiple properties, parents to support and very little time. We do the thinking and the paperwork with you; the decisions stay yours.
NRIs planning a return to India, or supporting parents here, with money and tax rules in two countries to keep in step.
What really matters
“The only benchmark that you should care about is one that indicates whether or not you’re on track to accomplish your financial goals.”
Comparing your portfolio with an index tells you very little about whether your family will be all right.
So we measure risk differently: as the chance that you won’t reach a goal that matters to you. Our work is to reduce that chance.
We design portfolios to fund the goals in your plan — not to beat everybody else’s portfolio.
Read about our approachHow we behave
Our clients know it as GPRS. It describes what working with us should feel like, year after year.
How it works
We begin with an introductory call to understand what you need and whether we are the right fit. There is no charge for it, and no advice is given until we have agreed to work together.
We sign an agreement that sets out our fees and any conflicts of interest, complete your KYC, and assess your risk profile.
We learn about your family, income, expenses, assets, liabilities and the goals that matter — retirement first among them.
You receive a written plan: how much your goals need, where the money will come from, and how it should be invested.
Our execution desk helps you put the plan in place through registered platforms, in your own name and on your instructions.
We meet regularly and whenever life or markets change. Our engagements are long-term; this is where we add the most value.
Our story
We began in 2012, working out of our home in Mumbai, when about thirty friends kindly agreed to give us a chance. Our first office was a garage.
We shared personal finance know-how openly, met families who valued it, and they chose to work with us. Since then, almost every family we serve has come through an introduction from another.
We see our role as that of a custodian: taking care that what goes into your portfolio suits you, and being there to hold your hand when markets turn rough.
Rohit Shah · Founder & CEO
How we work with you
GYR Financial Planners Private Limited is registered with SEBI as a Non-Individual Investment Adviser and with AMFI as a mutual fund distributor. As SEBI requires, the two are segregated at the client level.
SEBI RIA · INA000015996
Financial planning and investment advice for a fee, set out in a signed agreement before any advice is given. The agreement discloses any conflicts of interest, and our advice follows your documented risk profile.
AMFI · ARN-96717
Help with investing in mutual funds, for which we are paid commission by the fund houses. The commission paid to us is shown in your Consolidated Account Statement.
A client receives either advisory or distribution services from us, not both, and we confirm which before we begin.
We do not hold client funds, and we do not ask for the passwords to your trading, demat or bank accounts.
Your journey with us
Referrals remain our preferred way to begin, so we keep a limited number of places open for requests that reach us another way. The Financial Health Checkup takes a few minutes and will tell you something useful about where you stand — whether or not we go further together.