AMFI-registered advice for Indian families. Step-up SIPs, term and health cover, and a discovery conversation on WhatsApp, in Hindi, Marathi or English.
AMFI-registered mutual fund distributor. Credentials disclosed before every engagement.
Income rises. Goals get clearer. Cover needs change. We design the monthly amount, the yearly step-up and the protection around your family so the plan stays honest over decades, not just this month.
Six services under three jobs. Nothing works against anything else, because the same practice owns the whole picture.
See all six servicesMutual funds and portfolio reviews built around step-up SIPs, including how to choose a fund on performance, NAV, AMC, expense ratio and exit load, so the plan rises with your income and goals like a child’s education stay funded.
Explore mutual funds
Term and health cover first, then invest. Life, health and general cover compared across licensed insurers, chosen on cover and claim record — not the brochure.
Explore protection
One coordinated plan ties goals, SIPs and policies together, in Hindi, Marathi or English. You get a clear monthly figure and a review rhythm you can keep.
Explore planningPlan a step-up SIP, size a goal, or check how long a corpus lasts. Numbers update as you type. When you are ready, talk to us on WhatsApp.
No multi-step portal maze. A conversation, a clear first SIP, and a review rhythm you can keep.
WhatsApp the number below, or request a callback. Share your goal and roughly what you can invest each month.
A call in Hindi, Marathi or English. We review goals, existing investments and cover, then agree a starting SIP and step-up.
We help with paperwork and you begin. Reviews follow when income changes or markets move sharply.
GTP Fintech Solutions is an AMFI-registered mutual fund distribution and financial services practice (ARN-368973), headquartered in Pimple Nilakh, Pune, Maharashtra since 2024. We help Indian families set up goal-based SIPs and step-up SIPs, size term and health cover, and coordinate investing with a simple written plan when they want one. Advice and paperwork run in Hindi, Marathi and English. The practice is led by Trivendra Patankar and the leadership team.
We are not GTP Infotech, a listed stock ticker, or a software vendor. Searchers looking for mutual fund and SIP guidance in Pune want this practice: an AMFI distributor with a named team, not an IT company. We are a mutual fund distributor, not a SEBI Registered Investment Adviser, unless and until that registration is separately confirmed and published here. Engagement details are discussed and decided in conversation — never on this website.
Look up ARN-368973 on the AMFI distributor register before you invest a rupee. Units and policies sit in your own name with the AMC or insurer; we never take custody of your money. Read our guide to checking an AMFI ARN.
Salaried households and families across India: often the first SIP, a child’s education or marriage goal, retirement that finally needs a number, or a term plan that should have been bought years ago. We work across a wide range of monthly SIP sizes, from early investors building a habit to households consolidating larger goal plans. We are not a private-wealth desk for PMS and AIF comparison shopping.
We are not a DIY investing app. The job is education first, then a clear monthly figure, then paperwork you can keep. If you already hold SIPs a bank relationship manager sold you years ago, we map them to goals before we suggest anything new.
A regular SIP invests a fixed amount every month. A step-up SIP raises that amount by a fixed percentage each year, usually 5% to 15%, lined up with a salary increment. The higher instalments also compound, so two people who started at the same ₹5,000 can finish decades apart if one never raised the SIP and the other did.
Worked illustration only (not a forecast): start at ₹10,000 a month for 20 years at an assumed 12% a year. A flat SIP finishes near ₹92 lakh. The same start with a 10% yearly step-up finishes nearer ₹1.9 crore, because later years contribute more capital that still has time to grow. Change the rate or step-up in the calculator; real fund returns will differ.
That is why step-up sits at the centre of how we invest with clients. You start with an amount that is comfortable now, not a stretch. When income rises, the plan rises with it, without reinventing the habit. Use the step-up SIP calculator to see the gap on your own numbers. The comparison is also written up in step-up SIP vs regular SIP. Message us if you want the monthly figure sized to a real goal.
For a child’s education or marriage goal, we usually pair a dedicated SIP (often with a step-up) and the right protection so the goal still funds if income stops. See mutual fund investments and the child education calculator.
Fund selection gets more attention than behaviour. In practice we still check five things before recommending a scheme, the same checklist we use in client conversations. We do not publish ranked “best fund” lists; fit to your goal and process matters more than a one-year table.
Prefer to see history before you plan forward? Real-scheme tools use AMFI NAV history: SIP returns, lump sum, rolling returns. Prefer a guided checklist? Use the 2-minute fund-check or read expense ratio, exit load and AMC track record.
A hospital bill or a sudden loss of income can undo years of SIP compounding. We size term life cover and health insurance first, then invest what remains. That order is how we advise, not a product pitch. Protection stays separate from investing so each rupee has one job. Size cover with the human life value calculator before you compare premiums.
The registered office is in Vishal Nagar, Pimple Nilakh, Pune, for walk-ins and local families who want a face-to-face review. Most discovery calls and yearly reviews happen over WhatsApp, phone or video for clients elsewhere in Maharashtra and across India. Language follows you: Hindi, Marathi or English.
Local search still matters (Google Business Profile, consistent NAP). National reach comes from clear calculators, educational guides and a named human who answers. Units and policies stay in your name either way; we never take custody of your money.
There is no multi-step sales funnel. Send a WhatsApp message, leave your details on the contact form, or email contact@gtpfintechsolutions.com. We talk goals, existing SIPs and cover in the language you prefer. When you are ready, paperwork for SIPs and policies sits in your own name and folios. Engagement details are discussed personally before onboarding.
Leadership of the practice. Client conversations, plan design and reviews are led here, with the wider team supporting paperwork and ongoing service, in Hindi, Marathi and English.
Trivendra Patankar
Team Member
Paarth Jangam
Team Member
“I had three SIPs running that nobody had ever reviewed. Trivendra went through everything, cut the overlap, and set up a single step-up plan I actually understand now.”
“What I liked was that there was no pressure to buy anything. We spoke in Marathi, he explained how the step-up works with my yearly increment, and only then did we start.”
“He also made me take a term plan before increasing my equity SIP — protection first. That told me he was thinking about my family, not just another product.”
“The yearly review call is the part that helps most. When markets were noisy I wanted to pause the SIP; one conversation and I stayed the course.”
Straight answers on SIPs, distributor vs adviser, pan-India reach, tools, risk, and what happens after the first WhatsApp.
You hold units in your own folio with the AMC. We distribute and service. Partnerships listed only when the client has confirmed empanelment.
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully.
AMFI-registered mutual fund distributor, AMFI ARN-368973. Insurance and planning may be discussed in conversation; product terms are confirmed offline. Engagement details are decided with you directly, not published on this site.
WhatsApp for the fastest reply, or leave your details and we will call you back. Advicein Hindi, Marathi and English.
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