For clients of VSK Financial Consultancy Services
Welcome to GYR Financial Planners
Dear Client,
From 12 October 2026, the advisory and mutual fund distribution practice of VSK Financial Consultancy Services Private Limited becomes part of GYR Financial Planners Private Limited. The entire VSK team joins GYR, and Yogin continues to be closely involved with the practice.
VSK has looked after families since 1985. GYR has done the same since 2012. We share the same way of working: understand the family first, keep the plan simple, and stay with you through the years. Bringing the two practices together gives you a larger team, continuity of the people you know, and a single firm that will be here for the long term.
Nothing about your plan, your adviser or your portfolio changes on 12 October. What does change is explained below, along with the one or two things we will need from you over the coming weeks.
Thank you for the trust you have placed in VSK. We look forward to earning the same trust at GYR.
Rohit ShahFounder & CEO, GYR Financial Planners Private Limited
Yogin M. SabnisFounder, VSK Financial Consultancy Services Private Limited
What stays the same
| Sr. No. | Area | Position from 12 October 2026 |
|---|---|---|
| 1 | Your adviser | The person you work with at VSK continues to work with you at GYR. |
| 2 | Your plan and portfolio | No change. Your goals, asset allocation and investments continue as they are. No redemptions, switches or new folios are needed. |
| 3 | Fees and payment terms | For advisory clients, your fee and payment terms continue unchanged. Distribution clients pay no fee to VSK today and pay none to GYR. |
| 4 | Review cycle | Your periodic reviews continue on the same schedule. |
| 5 | Point of contact | The same team, the same phone numbers, and the same office for now. We will tell you well in advance if the team moves to a common office. |
| 6 | Portfolio reporting | Your statements and portfolio reports continue on the same reporting platform. |
| 7 | SIPs and mandates | Existing SIPs, STPs and bank mandates continue without interruption. |
What changes
| Sr. No. | Item | Before | From 12 October 2026 |
|---|---|---|---|
| 1 | Name on agreements, invoices and reports | VSK Financial Consultancy Services Private Limited | GYR Financial Planners Private Limited |
| 2 | SEBI Investment Adviser registration (advisory clients) | INA000017620 | INA000015996 |
| 3 | AMFI distributor code (distribution clients) | ARN-1192 | ARN-96717 |
| 4 | @vskindia.com | @gyrfp.com. Mail sent to the old addresses is forwarded, so nothing is lost. Please save the new addresses when you receive them. | |
| 5 | Adviser code on your mutual fund folios | VSK codes | GYR codes. This is a back-office update that GYR carries out with the fund houses and registrars. Your folios stay the same; only the adviser code tagged to them changes, and you will see the new code on your account statements. |
| 6 | Broking account (if you hold one through VSK) | Sub-broker mapping to VSK | Sub-broker mapping to GYR. Your broker and account remain the same. We will write to you separately if any confirmation is needed. |
VSK will withdraw its SEBI and AMFI registrations only after every client has moved across, as required under the regulations on transfer of business. GYR is registered with SEBI as an Investment Adviser and administered and supervised by BSE, and is registered with AMFI as a mutual fund distributor. Advisory and distribution services are kept separate at the client level as SEBI requires.
What we need from you
Over the coming weeks, a member of the team will reach out to each client individually. There is nothing you need to initiate.
| Sr. No. | Action | Who | When |
|---|---|---|---|
| 1 | Sign a fresh Investment Advisory Agreement with GYR. SEBI requires each client to enter into a new agreement with the adviser they choose; this is signed electronically and takes a few minutes. Your terms and fees are carried over as they are. | Advisory clients | We will contact you over the coming weeks |
| 2 | KYC refresh, only if we ask. Most clients need nothing. Where a KYC record needs updating, the team will guide you through it. | Only clients we contact | When contacted |
| 3 | Fund house confirmation, only if required. In most cases the distributor code changes without any action from you. Where a fund house asks for your confirmation, we will send you the form. | Distribution clients, only if required | When contacted |
| 4 | Save the new GYR email addresses and add rohit@gyrfp.com to your contacts. | All clients | From 12 October 2026 |
If you would like to speak to us before we reach you, write to us or call. Details are below.
About GYR
GYR Financial Planners Private Limited is a Mumbai-based financial planning firm, founded in 2012 by Rohit Shah. GYR is registered with SEBI as an Investment Adviser (INA000015996), administered and supervised by BSE, and with AMFI as a mutual fund distributor (ARN-96717), with advisory and distribution kept separate at the client level. The firm works with families on goal-based planning, investments, insurance and estate matters, and has grown largely through referrals from the families it serves.
Questions?
Write to us at the address below. Rohit and Yogin will respond to you together. There is no question too small.
Rohit ShahFounder & CEO, GYR
Yogin M. SabnisFounder, VSK
- rohit@gyrfp.com
- Office mobile
- +91 98205 29758