HOW IT WORKS?
Here are the 3 working steps on success.
WE PROVIDE RIGHT PRODUCT FOR YOUR NEED
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About us
GYC by Dinesh Aneja started it journey in Finance Field in the Year 2017. At GYC we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from inception.
Dinesh Aneja is an AMFI certified Mutual Fund Distributor also a qualified Insurance Advisor / Retirement Advisor. Currently we are handling more than 500+ customers in and outside India.
Read MoreCollect data
Your risk profile, past investments, your prefernces and concerns - all are considered here.
Portfolio building
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Portfolio review
Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.
SERVICES
Investment portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Insurance Portfolio
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
Tax Fundamentals
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
Mutual Fund
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Wealth Management
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
Retirement Planning
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
FINANCIAL CALCULATORS
Secure your future through systematic investment, Select your goal and calculate how much you need to invest!
TESTIMONIALS
Dinesh is very skilled in finance knowledge. He always provides the right solution for any query related to stocks, mutual funds, and insurance policy. I am getting very good return on my mutual funds and all thanks to Dinesh for his commitment. I will definitely recommend Dinesh to my friends also.
Amit Baghel
Senior Consultant (Fullstack developer) @ Dell Global
Dinesh Aneja is managing the portfolio pretty well. We always get notifications and market updates. We are very satisfied with the investment returns.
Veronica John
Assistant Manager (Procurement) at EY GDS
Quick and good service by Dinesh
Priya Menon
Deputy General Manager Operations at Cognizant
Ever ready to attend to your queries promptly whichever time of the day contacted!
Swastika Johorey
Head IT at Reckitt
I am happy to have my investments with GYC by Dinesh
Ritesh Sharma
Service Delivery Leader at FIS
I am pleased to have Dinesh as FA. He always emphasis on customer requirements and never ever tried to sell anything which is not a good option for customers
Puneet Chautani
Senior Systems Specialist at ATSG
Dinesh Aneja has been our Financial advisor since few years now. He is knowledgeable, dedicated, hard working and experienced. His perseverance is something I appreciate the most. I wish him all the success in all his efforts.
