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Financial Planning Services

Financial Planning Services

Education

  • Education
  • Investing options
  • Sample Profit & Loss Account
  • Sensex EPS Vs Price Analysis

Overview of Current Position

  • Analysis of current investments
  • Balance Sheets
  • Income Statements

Financial Plan Preparation and Presentation

  • Creation of the financial plan
  • Assumptions
  • Options Available
  • Compounding Effect on Goals
  • Necessary calculations

Portfolio Allocation

  • Current Asset Allocation
  • Restructuring Portfolio
  • Restructuring Tax Strategy

Strategy Execution and 12 Month Plan

  • Once approved—plan executed, investments executed
  • 12 Month Action Plan

Research and Review

  • Retirement Model
  • Equity Allocation
  • Debt Allocation
  • Scheduled reviews
  • Education

Terms & Conditions

Privacy Policy

Investor Charter

Grievance Redressal

Additional Disclosures

Guardian Capital Investments Advisors Pvt. Ltd © 2026. All rights reserved (Non-Individual)

Disclaimer: Registration granted by SEBI, enlistment with BSE, and certification from NISM in no way guarantee performance of the IA or provide any assurance of returns to investors

Sebi Registered Investment Advisors

SEBI Registration Number: INA200005380

SEBI Reg Date: 18-08-2016

CIN:  U74900TG2016PTC102882

Valid till - August 16, 2026

BASL Registration Number: 1690

Principal Officer - Aseem Sen Gupta
M: 9560030404   E: aseem.gupta@gcia.in

Compliance Officer - Ms. Rajput Durga
E: durga@gcia.in

8th Floor, Phoenix Lithop Building, Plot No.573 (D3, E3 & F3), Road Number 1, Jubilee Hills, Hyderabad, Telangana, India, 500033, Ph: 6302488012, E:  info@gcia.in

    Schedule a call.