GTP Fintech Solutions is an AMFI-registered mutual fund distribution practice in Pune. Mutual funds, term and health cover, and full financial planning from one advisor who sees your whole picture — not one product at a time. Start with a discovery conversation on WhatsApp.
Build wealth through mutual funds, and check that what you already hold is pulling its weight.
Regular and step-up SIPs, lumpsum investments and SWPs across equity, debt and hybrid mutual funds, matched to your goals, risk profile and time horizon, including child education and marriage goals.
Who it is for: For anyone building long-term wealth from a monthly income: retirement, a home, a child’s education.
Plan the investing. Build the wealth.
Explore mutual fund investmentsWe look at what you hold and tell you plainly whether it is working: asset allocation, fund overlap, risk, costs and the funds worth keeping.
Who it is for: For investors with SIPs and policies picked up over the years and no clear picture of how they fit together.
Don’t just invest. Know where your money is going.
Explore portfolio review & guidanceCover the risks that can undo years of saving: a loss of income, a hospital bill, an accident.
Pure term life cover, sized to replace your income and clear your loans, and kept separate from your investments so each does one job well. Protection first, then invest.
Who it is for: For anyone with dependents, a home loan, or savings that a sudden loss of income would drain.
Financial planning starts with protection.
Explore life insuranceIndividual, family floater and top-up health cover, chosen on sum insured, room-rent limits, waiting periods and claim record, not just the premium.
Who it is for: For every family. One hospital stay can undo years of investing.
Protect your health. Protect your savings.
Explore health insuranceMotor, travel, personal accident and property cover, with the add-ons that matter, the right insured value, and someone to call when you need to claim.
Who it is for: For anyone who owns a vehicle, travels, or wants a personal accident safety net.
The right cover for everyday risks.
Explore general & motor insuranceTie every goal, every rupee and every policy together into one plan you can act on.
One structured plan that ties together your goals, income, investments and cover, with a clear asset allocation and the monthly numbers to hit each goal.
Who it is for: For anyone who wants the whole picture in one place rather than a set of disconnected products.
Your goals. Your money. One clear plan.
Explore financial planningThe same four steps whether you start with a single SIP or a full plan.
A conversation about your goals, income, what you already invest in and what you are covered for. Nothing is recommended yet.
We map each goal to a target amount, set the protection and emergency fund first, then an asset allocation and a monthly figure per goal.
We help with the paperwork: SIPs, a term plan, a health policy. You start. Everything sits in your own name and folios.
A check once a year, and whenever your income or family situation changes. Small adjustments, not a yearly overhaul.
Every calculator shows its exact formula and a worked example. No sign-up.
How engagements start, what we offer, and how we work across India.
Next step
WhatsApp for the fastest reply, or leave your details and we will call you back. Advicein Hindi, Marathi and English.
Prefer a form? Use the panel. Or WhatsApp +91 88303 58628 directly.
