Contact
Ready to think through the next twenty years?
Whether you want a grip on your finances, to be ready for financial freedom, or simply to know where you stand today — start with a conversation.
Call or write to us
Office mobile
+91 98205 29758Message on WhatsAppWrite to us about your plan, a question, or an introduction.
Visit us
GYR Financial Planners Private Limited201 Corporate ArenaSitaram Patkar Marg, Piramal NagarGoregaon (W), Mumbai 400 104Monday to Saturday, 9:00 am – 6:00 pm
Closed on Sundays, 2nd & 4th Saturdays and public holidays
- Free visitor parking
- Two steps at the ground-floor entrance lead to the lift. Tell us before you visit if you need help.
- Our washroom may not suit a wheelchair. Please let us know before you visit and we will help.
Two ways to take the next step
Work with us
Explore an engagement with us.
Start with the Financial Health Checkup: a short online questionnaire about your family and finances. Based on your answers, we get in touch for an introductory conversation.
Choosing an adviser
Get guidance on selecting an adviser.
Where to look, how to verify a SEBI registration, and your rights as an investor — useful whichever adviser you choose.
Questions we are often asked
Frequently asked questions
Do you take on every family who writes to you?
Not always, and we are sorry when we can’t. We look after a limited number of families so that each one gets our full attention, and new families usually come to us through the people we already serve. Our short guide to finding a SEBI-registered adviser may help.
What happens on the introductory call?
We listen. We want to understand your family, where you are today and what you would like to achieve. We then explain, at a high level, how we work and what we charge. There is no charge for the call and no advice is given on it. If there is mutual interest, you share a few high-level details about your family, and we send you a customised proposal to review.
If we sign up and have a complaint against you, what do we do?
Our engagements have strong governance, but if you are ever unhappy, please tell us first through our grievance redressal process. If you are not satisfied with our response, you can approach SEBI through the SCORES portal or use the Online Dispute Resolution (ODR) portal.
We want to arrange a financial wellness seminar for our employees.
We are passionate about spreading financial literacy and would be happy to share our experience with your employees. Please call or email us with the details. Note that we charge for our time.
We would like to collaborate with you to offer our products to your clients.
We are open to new ideas. That said, we are clear about our client-centric way of working. We have not been enthusiastic about high-return, high-commission or aggressive-category products in the past. Our solutions are simple, and our clients and we are comfortable that way.
I am a CFP. Do you have any openings?
We do have openings from time to time. Please email your résumé to hello@gyrfp.com and we will get back to you.
Words we work by
“Ultimately, nothing should be more important to investors than the ability to sleep soundly at night.”
“A goal-focused, planning-driven portfolio, steered by the stars of faith, patience and discipline, properly asset allocated, broadly diversified and regularly rebalanced, is most investors’ only hope of achieving superior, long-term, real-life returns.”