About Us

Know About Us

WHO WE ARE

At GRT Financial Services, we combine deep technical expertise with a passion for empowering individuals and families to achieve financial freedom. Founded by Gaurav Todkar, a Computer Engineer and MBA, our firm brings over 8 years of experience in delivering customized, goal-driven financial strategies.

With a trusted base of 1.3K+ clients, we pride ourselves on offering reliable, transparent, and results-oriented financial planning. Whether it’s wealth building, retirement planning, or overall financial wellness, our approach is structured like a blueprint — tailored to your needs, just like an architect designs a building.

Headquartered in Mumbai and Pune, GRT Financial Services bridges the gap between smart investing and long-term financial security. By leveraging both analytical skills and real-world business acumen, we help you navigate the financial landscape with clarity and confidence.

To empower individuals and families with strategic, technology-driven financial planning that enables long-term wealth creation, financial independence, and peace of mind. We are committed to delivering transparent, client-focused solutions backed by trust, knowledge, and proven expertise.
To be a leading financial services partner in India, recognized for transforming lives through intelligent financial blueprints that secure futures, grow wealth, and build lasting relationships across generations.
The 5-Pillar Framework

What Kind Of Service We Offer

01
Budgeting & Cash Flow

Master your money flow with the 50/30/20 rule

02
Emergency Fund

Build your financial safety net for unexpected events

03
Insurance Protection

Protect what matters most to you and your family

04
Investment Growth

Grow your wealth through smart investment strategies

05
Retirement Planning

Secure your future with strategic retirement planning