About Us

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Welcome To GM Finology Financial Services

A reputed name for comprehensive financial and product distribution services.

GM Finology Financial Services is a leading Financial Products distributor in India since 2018 and at present having 650 satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Mutual Fund Distributors and Insurance recognized by the AMFI (Association of Mutual Fund of India) and Insurance Advisors recognized by the IRDAI (Insurance Regulatory and Development Authority of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

The "Customer First" philosophy is deeply ingrained in the management and employees at GM Finology Financial Service.

The management aims to bring the best to the customers in terms of

All Financial Product & services in one Roof

Quality Customer service

We Provide Need-Based Solutions to Every Client!

  • Solutions for financial goals
  • The financial goal solution approach is a function of two variables…
    • How much will be needed after death to meet obligations?
    • How much future income is needed to sustain today's household expenses?
  • Needs like…
    • Child Higher Education Planning
    • Child marriage Planning
    • Retirement Planning

Asset Allocation Based

  • Asset allocation is the implementation of an investment strategy.
  • Which attempts to balance risk versus reward.
  • By adjusting the percentage of each asset in an investment portfolio according to the investors…
    • Risk tolerance
    • Goals
    • Investment time frame
  • The focus is on the characteristics of the overall portfolio & to get “Risk-Adjusted Returns” over a long period.

What We Offer

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Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.

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Assisting clients in fulfilling their needs.

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Awards

Our Team

Team Member 1
Team Member 1Founder
Team Member 2
Team Member 2Relationship Manager
Team member 3
Team member 3Relationship Manager
Team Member 3
Team Member 3Relationship Manager

Contact Us

GM Finology Financial Services
Registered & Corporate Office:
Uttarapan Apartment, Ground Floor,
Shop No- 14, Beside Ichapur Canara,
Bank, P.O- Ichapur Nawabganj,
Dist- North 24 Parganas,
West Bengal- 743144

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