GEPL Partner

GEPL Partner – Your Complete Client Portfolio Companion


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 | [email protected]