Goal Based Boutique Intelligence
Customized investment planning for HNIs, Executive-level personnel & NRIs – aided by proprietary AI calculations ensuring 360° management
Consult TodayPersonalized Wealth Management for the Modern Investor
In a world of one-size-fits-all wealth management plans, GBBI offers a truly personalized experience for those looking to build long-term corpus. By combining state-of-the-art AI systems with decades of wealth-management experience, we deliver exclusive strategies.
Financial planning isn't about predicting the future, it's about preparing for it. GBBI ensures your financial journey stays aligned with the life you want to build.
The Three Pillars of GBBI
Our approach helps you grow wealth with structure, clarity, and confidence.
Goal-Based
GBBI always focuses on individual goals. The wealth roadmap we create will always be decided by the end-goal.
Precise & Transparent
Every step of the way, we ensure that you are aware of exactly where your funds are invested and why every decision is being made.
Tech-enabled
Our proprietary AI-powered calculations enable a process that never fails and can absorb market shocks without breaking the long-term plans.
Who is GBBI for?
An inclusive approach towards wealth-management
HNIs
High-net-worth individuals who want to move beyond basic mutual-fund investing
NRIs
Non-resident Indians who want to create a corpus back home for a better life abroad
First-gen Entrepreneurs
Those developing wealth for the first time often need a roadmap to build savings
C-suite Professionals
Management-level IT employees can build enormous corpus with the right guidance
GBBI Can Help With
Investment Roadmap
- Diverse roadmaps
- Research-backed
- Not revenue-focused
Education Planning
- Inflation-adjusted planning
- Future cost-projections
- Structured approach
Retirement Strategy
- Rising health-cost planning
- Portfolio stability
- Predictable income
GBBI Stand Out Because
It is Unbiased
Our advice is never influenced by commissions or third-party incentives.
It is Tech-driven
Proprietary AI algorithms ensure precision in all financial calculations.
Ensures 360° Management
Comprehensive approach covering all aspects of your financial life.
Standardized Practices
World-class financial processes with transparent reporting.