GEPL Partner
5+
Downloads
Everyone
info
About this app
GEPL Partner is a powerful mobile app designed exclusively for GEPL’s channel partners — including Sub-brokers, Authorised Persons, GEPL Staff, and Branches — to help manage client relationships and investments more effectively, all in one place.
Whether you're meeting clients, tracking portfolios, or planning follow-ups, GEPL Partner puts everything you need at your fingertips.
🔑 Key Features:
📊 Complete Investment Overview
Get a consolidated view of your client’s investments across:
Mutual Funds
Fixed Deposits
Insurance
Bonds
Equity Shares
And 20+ other financial products
Access both individual-level and family-level holdings, making it easy to assess and analyze portfolios at a glance.
🔍 Real-Time Portfolio Insights
Stay updated with:
Live portfolio values
Performance tracking
Asset allocation summaries
Multi-portfolio comparisons
Empower your conversations with clients using up-to-date,
actionable insights.
🧾 Smart Reporting & Analytics
Generate and share detailed reports that include:
Investment summaries
Capital gains reports
Transaction history
Multi-asset performance breakdown
Deliver a personalized experience for each client and their families.
📅 Calendar & Reminders
Build stronger relationships with timely engagement:
Schedule meetings, follow-ups, and client reviews
Set reminders for birthdays, anniversaries, and key milestones
Never miss an opportunity to connect or nurture relationships
👨👩👧👦 Family View Dashboard
Access a 360° view of all investments held by a family unit:
Simplifies wealth conversations
Helps with estate and legacy planning
Identifies new cross-sell and up-sell opportunities
🔐 Secure & Seamless Access
Biometric login and MPIN support
Encrypted data for safe and reliable usage
Designed for smooth performance even on lower-end devices
🤝 Built for GEPL’s Partner Network
Whether you're on the move or at your desk, GEPL Partner ensures that you’re always connected with your clients and their financial world. This app simplifies the complexities of financial data, making it easier
for you to serve, guide, and grow.
🌟 Why Choose GEPL Partner?
One app for all asset classes
Clean and easy-to-use interface
Saves time, increases efficiency
Enhances client servicing and engagement
Strengthens your role as a trusted financial advisor
GEPL Partner is not just a portfolio tracker — it's your digital assistant for smarter client management.
Download now and experience the next level of partner empowerment!
For support, contact us at: 📞 022 31019911 | ✉️ support@geplcapital.com
Whether you're meeting clients, tracking portfolios, or planning follow-ups, GEPL Partner puts everything you need at your fingertips.
🔑 Key Features:
📊 Complete Investment Overview
Get a consolidated view of your client’s investments across:
Mutual Funds
Fixed Deposits
Insurance
Bonds
Equity Shares
And 20+ other financial products
Access both individual-level and family-level holdings, making it easy to assess and analyze portfolios at a glance.
🔍 Real-Time Portfolio Insights
Stay updated with:
Live portfolio values
Performance tracking
Asset allocation summaries
Multi-portfolio comparisons
Empower your conversations with clients using up-to-date,
actionable insights.
🧾 Smart Reporting & Analytics
Generate and share detailed reports that include:
Investment summaries
Capital gains reports
Transaction history
Multi-asset performance breakdown
Deliver a personalized experience for each client and their families.
📅 Calendar & Reminders
Build stronger relationships with timely engagement:
Schedule meetings, follow-ups, and client reviews
Set reminders for birthdays, anniversaries, and key milestones
Never miss an opportunity to connect or nurture relationships
👨👩👧👦 Family View Dashboard
Access a 360° view of all investments held by a family unit:
Simplifies wealth conversations
Helps with estate and legacy planning
Identifies new cross-sell and up-sell opportunities
🔐 Secure & Seamless Access
Biometric login and MPIN support
Encrypted data for safe and reliable usage
Designed for smooth performance even on lower-end devices
🤝 Built for GEPL’s Partner Network
Whether you're on the move or at your desk, GEPL Partner ensures that you’re always connected with your clients and their financial world. This app simplifies the complexities of financial data, making it easier
for you to serve, guide, and grow.
🌟 Why Choose GEPL Partner?
One app for all asset classes
Clean and easy-to-use interface
Saves time, increases efficiency
Enhances client servicing and engagement
Strengthens your role as a trusted financial advisor
GEPL Partner is not just a portfolio tracker — it's your digital assistant for smarter client management.
Download now and experience the next level of partner empowerment!
For support, contact us at: 📞 022 31019911 | ✉️ support@geplcapital.com
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Financial info and 2 others
Data isn’t encrypted
You can request that data be deleted
What’s new
Bug fixes & Performance improvements
App support
phone
Phone number
+917506787179
About the developer
GEPL CAPITAL PRIVATE LIMITED
it@geplcapital.com
No-d-21, 2nd Floor Dhanraj Mahal
Chatrapati Shivaji Mahal Marg
Mumbai, Maharashtra 400001
India
+91 22 6618 2395
