The 21st Century, an era of Information Abundance, is strangely an era of Financial Ignorance / Indiscipline as well. In this internet era, there is no dearth of information, what we lack is knowledge. Lack of programmed, formal financial education during the formative years is to blame for this mess.
Gopal Durg Associates, a private Ltd company, initially, was started with the aim of helping unaware minds find a robust, trustworthy helping hand which can guide them through their initial days of financial journey, so as to actualise the proverb ‘Well begun is half done’. As our journey progressed, we were aghast to witness the fact that the need for Prudence and Unbiased Financial Guiding force became increasingly crucial as one advanced in their career. This prompted us to widen our horizons and brought us to where we stand today. This, by no means, is our final destination…. we are well aware of the dictum “सितारों से आगे, जहां और भी हैं”
Presently, we, at GOPALDURG Associates Pvt Ltd, undertake not only Personal Financial Planning, we also indulge in, rather relish the challenges of Family Plannings, Business Plannings, Retirement Planning, Succession Planning etc. We firmly believe that all the Four Pillars of a Comprehensive Financial Planning are COMPLEMENTARY to each other and not replacement or in succession to each other. Thus, a wholesome approach naturally should be SIMULTANEOUS working on all the four aspects of Comprehensive Financial Planning, viz.
An Ex Army Officer, Ex Obstetrician and Gynaecologist and Financial consultant by choice proves to be an excellent fulcrum point for coordinating all the components of your financial plan-making and periodic review of the same.
Post-Graduate in Finance, Nishit ensures the entire process goes through the most scientific methodologies and the instruments chosen are based on the most updated knowledge.
Psychology Graduate from Mumbai University, Deepshikha helps entire team understand various aspects of problem solving-solution finding exercises, investor’s perspectives and helps us dive deep into the understanding/expections of Millenials and Gen Z in particular.
Youngest Partner of his reputed Charterd Accountancy Firm, CA Avinash takes care of Taxation aspect of your Financial Plans.
One of the Senior most Lawyers of his Bar, Adv Shyamkant Patil Sir is known for his upright and unwavering opinions on the law points that are presented to him. His valuable guidance helps us ensure we do not cross the red line ever while formulating your plans. This becomes very critical especially in the matters relating to Inheritance.
The most appropriate and ethical Mutual Fund Portfolio creation is the forte of this team. Based on the Inputs form and the Plan decided by the Chief Financial Consultant, we are able to creat a mutual fund protfolio best suited to deliver your goals.