How we got started

From a financially illiterate young medical practitioner to a professional yet compassionate financial planning company, we innovated our way to the top.

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The story behind our success


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.

  • Wealth Protection
  • Wealth Creation
  • Retirement Planning 
  • Wealth Succession

Our Team

Dr. Vilas Relan
CFP, Chief Financial Conultant

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.

Nishit V R
MBA (Finance)

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.

Deepshikha V R
Psychologist

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.

CA Avinash G
PD Dalal & Company

Youngest Partner of his reputed Charterd Accountancy Firm, CA Avinash takes care of Taxation aspect of your Financial Plans.

Shyamkant Patil
Adv

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.

Kritika Investments Pvt Ltd

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.

Why choose us to manage your investments ?

Personalized Counselling

“One size fits All” is the theory best avoided when it comes to Investments. Our personalized counselling ensures your plan is truly personalized.

Goals Based Planning

Investing Aimlessly may earn you some wealth, but it will never be able to make you worry-free. Earning wealth and Goal achievement are two different ideologies.

Robust Scientific approach

Using Scientific methodologies for Analysis, Goals fixing, Financial Instrument Selection and Review Process are our core competencies.

Unbiased Recommendations

With Absolute transparency at play, you would be informed of the Conflicts of Interests, if any, as also you would know the Rationale behind the selection.

Periodic Reviews

“Fire and Forget” is a strict “No-No” for the Investment Process. Periodic reviews are an integral part of the process which must be religeously adhered to. 

Enabling You to Command Your wealth

It is worthwhile making you implement the plan, having you in the driving seat, under our experts’ guidance. Keeping our Clients in the dark is NOT what we relish.

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