Welcome to Gaurav Goel's Wealth Management Services
With 24 years of extensive experience, including over 23 years in the wealth management industry across India and international markets, I am Gaurav Goel, a seasoned investment advisor dedicated to guiding high-net-worth clients through diverse investment cycles. My approach focuses on prioritizing portfolios over products and clients over commissions, with an emphasis on fundamental investing and long-term wealth creation.
My Aim
To provide unparalleled investment advice and financial planning services, facilitating long-term wealth generation for my clients.
- Trusted
- Experienced
- Professional
My Philosophy in Quotes
What do we excel in?
Extensive experience in managing diverse investment portfolios for high-net-worth individuals.
Proficient in providing strategic investment advice tailored to clients' financial goals.
Fundamental investing knowledge: strong understanding of market fundamentals to drive long-term investment success.
Skilled in building client trust, conducting market research, and identifying profitable investment opportunities.
Demonstrated leadership skills in managing teams to achieve financial targets.
Broad experience in international markets and domestic markets.
Why choose me ?
Transparency
Personalized attention
Unbiased advisory
Affordable pricing
Our Commitment
What people say?
I have known Gaurav for almost 15 years and he has consistently provided right investment advise. He has been categorical that a salaried retail investor should think of medium to long term. With smallcase it is now so easy to follow his portfolio which has consistently beaten the market benchmarks.
Sachin Singhal
Leading MyBiz @MMT; Earlier at Foxy, Wynk, Airtel, PayTM and PwC
I am working woman and till few years back i was investing in whatever my friends or bank advisor informed me.
It was all adhoc and structured investment was busy. Some of those investments were bad, i was not tracking and thus loosing opportunity. Gaurav helped me consolidate all my investments and put a proper structure in place. we now review is every six months. Thanks gaurav for being a trusted advisor
Neha Gupta
Business Head , Fabindia
Mr. Gaurav Goel is known to me for 15 years and for the last 5/6 years he has been an investment advisor to my family . He keeps himself updated on all national & international events which may have an impact on economy & stock markets . His analysis assessment & critical evaluation of domestic & world economy is exemplary. His monthly news letter Paisa Vasool is worth reading & good for youngsters.
Surendra Gupta
Ex Marketing Director at East India Company
As an investor with a keen interest in small-cap opportunities, I found insights provided by Gaurav to be extremely thorough. The analysis not only provided a clear understanding of the market potential and growth prospects of the small-cap stocks but also offered practical recommendations based on robust research. The detailed breakdown of financial metrics and strategic insights has greatly enhanced my confidence in making informed investment decisions. I feel that our portfolio is in good hands. I wish the team great success
Saurav Kumar Garg
Group Manager HCL Technologies
I worked with Gaurav more than a decade ago , but I always remember him for his dedication and the time and effort he took to handhold his clients . He has over the years always been my go to person for financial advice and I have always found him to be balanced and very well informed about markets. His advice has always been on point and helped me manage my portfolio more efficiently. I would strongly recommend Gaurav as a financial consultant you will feel at ease to approach and someone whom you can count on.
Anupama Sharma
Ex-Banker, Singapore
I have known Gaurav for almost two decades and have always appreciated his professional integrity and the high standards he sets for himself. My investment journey started with him nearly a decade ago and his methodical approach has helped structure my portfolio and made investing easy and simple. It has also been giving much better and consistent returns and has left me feeling much more secure about our future. Thanks, Gaurav, for bringing simplicity to such a complex environment.
Sachin Gupta
Director, Partner MCT India Infotech Pvt. Ltd.
