About Gee'M Finserv
Gee'M Finserv began its operations in September 2020 with the vision of delivering professional services in Wealth Management and Financial Planning. Our foundation is built on the core values of integrity, knowledge, trust, and long-term relationships.
Our Journey & Achievements
As of September 2025, we proudly manage an Assets Under Management (AUM) of over INR 430 crore, serving 340 clients across India, Singapore, the US, the UK, and Australia.
We are a small yet highly effective team of professionals with a collective wealth management experience of more than 100 years. Over the years, our expertise has guided and managed transactions exceeding INR 3,000 crore.
Further strengthening our services, Gee’M Finserv is partnered with the award-winning FinTech platform Nivesh.com for seamless transaction support.
Our Services
Our approach is to build a portfolio, keeping strictly in mind, the Investor goals, objectives and profile. Idea is to build a robust Financial Plan where Investor is at the core.
To achieve the portfolio objectives, we –
Goal-Based Planning
Discuss thoroughly with the investors their goals and objectives, financial and risk profile, expectations, review mechanisms
Investment Instruments
Provide access to various investment instruments such as Mutual Funds, Corporate Fixed Deposits, Bonds, PMS/ AIFs, Structured notes and so on
Protection Mechanism
Suggest suitable protection mechanism -- health and term insurance policies
Tax Efficiency
Other investment avenues to achieve tax efficiency -- Capital Gains Bonds
Estate Planning
Assistance in preparation of writing effective Will, to ensure seamless transfer of assets to the loved ones
Asset Transmission
Assistance in Transmission of the assets in case of any eventuality
Loan Assistance
Other financial services aspects which form integral part of the investors journey -- home loans, loans against property, business loans and so on
Asset Under Managemnet
More Than of Combined Experience
Clients & Counting
Our Approach
We ensure that we clearly define what we can bring to the table and what we can not commit
No Guaranteed Returns
We do not commit guaranteed returns.
Realistic Expectations
We may not be able to satisfy expectations of supernormal returns, basis past short term track record of a particular scheme.
Long-Term Wealth Creation
We believe in long term wealth creation based on disciplined investing and asset allocation.
Clear Communication
We ensure open and regular communication with our investors to set clear expectations. Market movements in the near term on the basis of external event outcomes are impossible to predict. We do not indulge in the same.
Committed Partnership
We commit to be around the broad financial plan prepared for the investor and reviewing / taking corrective actions as necessitated.