Trusted Long-Term Wealth Partner

Long-Term Wealth Creation Through Disciplined Investing

We partner with affluent families, HNI and UHNI investors, NRIs, professionals and corporate entities to build and preserve wealth over the long term. Our approach is rooted in understanding your aspirations, prioritising your interests, and creating bespoke investment portfolios through thoughtful asset allocation, strategic diversification, and disciplined risk management. With a focus on personalised guidance and service, proactive portfolio reallocations and long-term capital appreciation, we help you navigate uncertain market cycles with confidence and remain aligned with your financial goals.

ARN-286502 — GTDIS Distribution Private Limited

AMFI Registered Mutual Fund Distributor

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+91 98927 06527

Years of experience: 7+
Families served: 150
Assets under management: ₹100 Cr
SIP book: ₹1 Cr
Google rating: 4.9 / 5

Strategic Allocations

Investment Universe

01
Mutual Funds
We are empanelled with all leading fund houses, with regular interactions with the fund managers looking after your investments.
02
GIFT City Investments
Access to GIFT City IFSC for inward/outward USD investments.
03
PMS / AIF
Curated tie-ups with reputed Portfolio Management Services and Alternative Investment Funds for experienced HNI investors.
04
Specialized Funds (SIF)
New SEBI category between mutual funds and PMS, ₹10 lakh minimum.
05
Market Linked Debentures (MLD)
Principal-protected listed debentures linked to market reference, issued by rated NBFCs.
06
Pre-IPO Stocks
Sourcing, pricing and safe settlement of pre-IPO and unlisted shares.
07
RBI Bonds
RBI Floating Rate Savings Bonds via top banks.
08
Corporate FDs
High-rated corporate FDs from Bajaj, Shriram, Mahindra, HDFC, ICICI Home, PNB Home, LIC Housing.

Our Commitment

Four principles that govern every recommendation.

Honesty first
We provide full transparency for every recommendation — ensuring that your financial goals remain our top priority.
Research on every line
Nothing enters your portfolio without a qualitative and quantitative review. Every fund should be aligned to your goals and risk profile.
Partnership over transactions
We serve families, not tickets. We believe relationships are measured in decades and often span generations.
Quiet stewardship
Discretion, patience and continuity. We hand hold investors through cycles that reward the composed investor.

Read our philosophy

Why choose us

Why choose GTDIS Distribution

We treat every portfolio as a lifelong partnership rather than a transaction.

Step 1: Discovery
A candid conversation to understand your financial goals and risk profile.
Step 2: Documentation
Comprehensive KYC and registration processes to ensure regulatory compliance.
Step 3: Fund Selection
Research-based proposals tailored to your specific investment objectives and risk profile.
Step 4: Monitoring
Regular review reports in plain language to keep you informed of portfolio performance.
Step 5: Continuity
Ongoing adjustment and stewardship to ensure your wealth remains protected.

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Core Strengths

Our Service Commitment

Clear, step-by-step assistance shaped around your needs, so you can make investment decisions with confidence.

Services
From online KYC to buying, selling or any other transaction — everything happens from your computer at home or an app on your mobile phone.
Technology
From onboarding to executing transactions in mutual funds, bonds and other instruments, technology is at the heart of our service.
Reporting & Monitoring
Real-time portfolio movements, sector and company breakdowns, asset allocation and tax reports — all available through your investor login.
Research & Information Sharing
We introduce you to the latest research tools to help you evaluate funds and make decisions based on your own investing needs.

Financial goals

What are you investing for?

Pick a goal to see what it could take to get there.

Retirement

Estimate the corpus you may need to retire comfortably.

Child Education / Marriage

Plan for tomorrow's education or wedding costs, adjusted for inflation.

Home Purchase

Plan a home purchase outright, or work out the EMI on a home loan.

Wealth Creation

See how a regular SIP could build wealth over the long term.

Calculators

Run the numbers yourself

Free, simple calculators to help you plan. Illustrative only.

All calculators

Client testimonials

What our clients say

“Great service from the first day. They helped me get all my paperwork in order even prior to starting any investments. I like the attitude!”
Suresh NadkarniClient
“The online transactions were a breeze. Since I started investing with them I have gained not only financially but also in knowledge. The team is always ready to share information.”
Ravi Man SinghClient
“From arranging pick-ups of documents to helping me install the mobile app for my investments, they were always very professional and courteous. I wish them the best success.”
Ekta ManwaniClient