Gullak G

A Comprehensive Wealth Platform for Investors

This app is exclusively available to investors who have opted for the services of Gullak G, an AMFI-registered Mutual Fund Distributor.

The platform provides investors with a comprehensive view of their investments, insurance, loans, and financial goals, helping them stay informed and manage their overall financial portfolio conveniently in one place.

Mutual Fund Investments

Explore a wide range of Mutual Fund schemes and access investment recommendations to support informed decision-making. Investors can conveniently track their Mutual Fund investments and overall portfolio performance.

Insurance Portfolio

View and access your existing insurance policies whenever required, including Automobile Insurance, Health Insurance, Life Insurance, and Property Insurance.

Loan Portfolio

View and track your existing loans, including Loans against Mutual Funds, Loans against Securities, and Loans designed for Small and Medium Enterprises (SMEs).

Portfolio Tracking and Management

Monitor the performance of your investments across different asset categories.

View and track family-level portfolios in one place.

Get a consolidated overview of your overall financial portfolio.

Track overall returns, including dividends and interest earnings.

Receive timely notifications about important financial events and milestones.

Connect your investments with your financial goals and monitor their progress.

Raise and track support tickets conveniently.

Receive customised portfolio reports via email based on your selected preferences and family members.

Your Finances. One Platform.

Get a consolidated view of your investments, insurance, loans, goals, and portfolio performance, helping you stay informed and better organised throughout your financial journey.