हर बड़ा गुल्लक, ek chhote sikke se banta hai.
Team Gullak helps you start — and stays with you so those small amounts turn into a serious portfolio.
The counter we walked away from
Our founders spent close to 20 years working inside the financial industry. From there, one thing was hard to miss. A lot of products were sold to meet targets, not because they suited the customer. Money was kept complicated, so most people simply avoided it.
We started Team Gullak to do the opposite. Same experience, different intent. We give guidance that begins with you, and we explain it in language you can follow.
Read our story →Two quick checks before you invest
Know where you stand in a couple of minutes — then let us help you plan.
Everything under one roof
One local team for every part of your financial life, backed by an established platform.
Mutual Funds
Goal-linked investing that grows over time.
P2P Investing
Lend your surplus and earn steady, fixed-income style returns.
Loan Against Mutual Funds
Raise cash from your portfolio without selling it.
Insurance
Term and health cover for your family and your savings.
PMS
A dedicated, professionally managed portfolio for larger sums.
Financial Solution
Retirement, tax, child education and goal planning.
Four steps that start with you
Not with a product — with you.
सुनना
We listen first. Your income, your family, your worries and your plans.
समझना
We assess your risk appetite and put your goals in order of priority.
सजाना
We build a curated plan on the SEBI-registered Wealthy platform.
संभालना
We track it, rebalance when needed, and stay in touch through good markets and bad.
How we pick the right funds for you
The right fund starts with understanding you. We never lead with a product — we build around your income, your risk comfort and your goals, then choose what fits.
Your income, monthly commitments, risk comfort and goals come first.
We operate as a registered partner on Wealthy, a leading investment platform, in a sub-broker model — a local team, backed by a large platform.
The platform maps your profile and income against your goals and shortlists a curated set of suitable funds.
We explain every choice in plain language and keep reviewing it as your life and the markets change.
Proof, not promises
Real insights and real stories from our community and workshops.
Why families choose us
We are former financial professionals who know these products from the inside, and now work only for the client.
We pay as much attention to your behaviour as to your returns, so you stay invested through every cycle.
We are built for serious wealth. HNIs, business families and professionals are our core clients.
Your money stays in your own name with SEBI-regulated institutions. We never hold your funds.
Still not sure where to begin?
Get clarity in about two hours. Free, and in simple Hindi.
- How SIPs actually build wealth over time.
- How to match your money to each of your goals.
- The common mistakes that cost investors the most.
- What to do when markets fall, and what to avoid.
Led by our founder, Birendra Sharma. No sales pitch, just clarity.
Limited seats. Bring your partner — money decisions affect the whole family.
Book my seat