Welcome to GP Wealth

Mutual Funds

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities such as stocks, bonds, money market instruments and other assets. Mutual funds are operated by professional money managers, who allocate the fund's investments.

SIP Systematic Investment Plans

A Systematic Investment Plan or SIP is a smart and hassle free mode for investing money in mutual funds. SIP allows you to invest a certain pre-determined amount at a regular interval (weekly, monthly, quarterly, etc.). A SIP is a planned approach towards your Financial Goal.

Life & Health Insurance

In today's uncertain times, having an insurance cover is essential. Be it to safeguard your material assets such as your car, home or more importantly your life and health.

NPS (National Pension Scheme)

National Pension System Trust is a specialised division of Pension Fund Regulatory and Development Authority which is under the jurisdiction of Ministry of Finance of the Government of India. The National Pension System is a voluntary defined contribution pension system in India.

Loan Against Mutual Funds

Don't Redeem it, Lien it Instead,
Don't sacrifice your long-term goals for short-term needs. Finance a wedding event, house renovation or any emergency expense without redeeming your mutual funds. Get an instant limit against mutual funds within minutes for all your short to medium term financial needs.

Income Tax Filing

We also help clients in filing their income tax returns. This makes your work much more easier. No more worries for income tax.

Top Performing Funds

Scheme
Name
Launch Date Expense Ratio (%) 1-Year Ret (%) 2-Yrs Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 1.69 18.14 26.66 17.53 - - 17.13
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 1.82 14.99 31.73 20.93 - - 16.8
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 2.1 14.94 - - - - 23.42
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 2.07 14.36 27.15 - - - 20.37
Invesco India Multicap Fund - Growth Option 17-03-2008 1.91 11.99 27.14 17.81 25.76 13.5 15.9
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 1.94 11.8 - - - - 25.86
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 1.87 11.8 - - - - 19.7
ICICI Prudential Multicap Fund - Growth 01-10-1994 1.76 10.68 28.95 20.2 27.7 14.44 15.23
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 01-01-2013 2.01 9.7 24.21 15.01 24.9 13.69 15.47
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 1.99 9.39 26.64 17.11 27.16 13.43 16.52
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 1.56 9.38 30.05 22.9 32.39 14.33 18.05
DSP Multicap Fund - Regular - Growth 05-01-2024 2.03 9.16 - - - - 10.44
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 1.89 8.85 - - - - 18.2
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 1.83 8.7 28.71 16.81 28.35 - 16.45
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 1.86 8.68 23.57 15.16 - - 16.54
Kotak Multicap Fund-Regular Plan-Growth 03-09-2021 1.65 8.58 31.41 22.74 - - 17.87
HSBC Multi Cap Fund - Regular - Growth 05-01-2023 1.87 8.2 31.8 - - - 28.76
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 05-12-2021 1.99 8.03 23.93 17.44 - - 15.59
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 2.24 7.92 24.07 - - - 19.99
HDFC Multi Cap Fund - Growth Option 01-12-2021 1.7 7.61 27.14 21.25 - - 18.76
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 2.36 7.17 28.29 - - - 27.24
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 2.03 2.37 26.0 18.85 20.32 - 14.14
Tata Multicap Fund - Regular Plan - Growth 05-02-2023 1.84 2.21 16.31 - - - 13.94
BAJAJ FINSERV MULTI CAP FUND - REGULAR - GROWTH 27-02-2025 2.35 - - - - - 7.33
Groww Multicap Fund - Regular - Growth 16-12-2024 2.3 - - - - - -6.68
Samco Multi Cap Fund - Regular Plan - Growth 30-10-2024 2.38 - - - - - -9.05
PGIM India Multi Cap Fund - Regular Plan - Growth Option 10-09-2024 2.38 - - - - - -8.43
Franklin India Multi Cap Fund - Growth 05-07-2024 1.82 - - - - - -3.45
Motilal Oswal Multi Cap Fund Regular Plan Growth 18-06-2024 1.87 - - - - - 23.36
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 1.75 -7.03 19.61 11.75 31.16 17.24 18.56

Our Client Views

Kalyan Pradeep

"When I needed advice, GP Wealth was there to guide me through every step of the decision-making process. With their help, we managed our asset allocation on track in no time."

Anil Kumar Velupalli

"GP Wealth helped us in creating wealth through expert recommendations, that took us to a level we never thought of possible. Thank you."

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