Select Your Style

Choose your layout

Color scheme

STEPS -THE FINANCIAL PLANNING DIVISION OF GEOJIT FINANCIAL SERVICES LTD.
SEBI REGISTERED INVESTMENT ADVISOR – INA200002817
BASL MEMBERSHIP CERTIFICATE NO: BASL1435

Buckling Up

The possibilities are endless at the start of the career. Low

responsibility, adequate time and financial discipline will work wonders. Let your money slog while you climb up the ladder of success.

Adding co-runners

The addition of new members brings a profound change in life. The focus changes from ‘me’ to ‘us’. Ensuring ‘their’ financial health, with adequate risk management, becomes the primary concern. The financial plan should reflect the changed realities. Opt for a plan that takes care of ‘their needs’ along with yours.

Hanging your boots

Some endings are new beginnings. Get ready for the new phase of life where dancing at your child’s wedding is more important than the annual sales meet and travelling is not limited to corporate trips. A phase where alarm clocks don’t matter and the office desk is replaced by the reading table. Lead a stress-free, content life with a tailor-made financial plan.

“Planning is bringing the future in to the present so that you can do something about it now”

Alan Lakein

Financial Planning is a well-regulated, process oriented and professional personal financial management service which is used by those who wish to bring in discipline in their money management and ensure efficient decision making towards achieving goals in life.

null
Expertise gained through experience
null
Service by Certified
Financial Planners

Armed with the best of Industrial Standards & Practices

STEPS financial planners are Certified Financial Planners (CFPCM), an international qualification awarded to financial planning professionals by FPSB (Financial Planning Standards Board) after rigorous test of their knowledge and
experience. It is considered to be Gold Standard among financial planning professionals.

LET’S PLAN TO GO A STEP HIGHER

The Financial Plan

A blueprint of your financial future.

The Financial Wizards in our team

Our financial planners have been helping clients make sound investments with their finances.

Gibin John

Financial Planner

MBA (Finance), CFP®

Praveena K

Financial Planner

MBA (Finance), NISM-Investment Adviser (Level 1 & Level 2)

Vishnu Prakash K P

Financial Planner

Mcom, CFP®

Suvin David C

Financial Planner

MBA (Finance),CWM

Muhammad Ramees T H

Financial Planner

MBA (FINANCE), CFP®

Sreeraj Sukumaran

Financial Planner

MBA (FINANCE), CFP®

Manoj M Nair

Financial Planner

MBA (FINANCE), CFP®

Anna Catherine M

Financial Planner

MBA (FINANCE), CFP®

Abhijith Alias

Financial Planner

Mcom , NISM-Investment Adviser (Level 1 & Level 2)

From our Blog

Are you looking for the best personal finance blogs which can help you to make good financial decisions? If Yes! then take a look at the blogs below.
  • A friend referred Geojit to me as one of the well-known financial planning advisors for starters. After a year of personal experience, I am glad to acknowledge the same. I strongly hope it will continue for a lifetime. The main thing I like about it the way Geojit colleagues take care of the clients as a family and help them to make informed decisions. I would sincerely recommend Geojit’s STEP, especially for young professionals to bring a structure to their future planning.
    Vivekanandan-Netherlands
  • I appreciate the financial planning service done by STEPS. The service itself was novel to me and I needed it to organise my current investments. It was also necessary to plan my retirement as well as other future goals. Now I know where I stand and what I need to do. The continuous support and guidance is of great value. I would recommend this service to all who is serious about organised financial management.
    Suresh M S, CEO, Dimensions Technologies, Infopark-Kochi
  • I came across STEPS last December; I am fully satisfied with their Professional approach and timely advices. Regular review of portfolio is an extremely useful tool adopted by STEPS. I am more than happy to recommend STEPS to anyone who is looking for structured planning and investing.
    Narayan-Australia
  • “I am delighted with Geojit – Steps Financial Services. I also truly appreciate their professionalism, expertise and domain knowledge on the subject. They took time to understand my goals and come up with a comprehensive solution. The final outcome was easy to understand and follow”
    Ram Menon-UAE
  • I have been in the corporate field for more than a decade and I spent the most part of my career abroad. Despite many years of professional experience my financial foundation wasn’t strong enough for me to feel secure and relaxed. It was during a casual chat with my friend I came to know about the certified financial planners who guides you in achieving your financial goals and G-Steps was recommended to be a trusted such advisor. After a few rounds of discussing my goals with Tom and Mahaboob from G-Steps, they outlaid a pragmatic plan for me with a time table to achieve them. It was a great sigh of relief to know that though I was late in the game at least I didn’t miss the bus. Through professional support from G-steps, I am now more confident about my financial goals and most importantly I feel relieved that they are achievable.
    Shinoy-Singapore
  • I didn’t have a plan for my financial management and never heard of such a service as well. I am glad that I came across the STEPS financial planning service team which was recommended to me by one of my friends. The STEPS team was keen to understand my goals and objectives and I felt a genuineness in their service. The plan, strategies and calculations were clearly explained to me and I realized that I could achieve more with the help of the professional planners than if I had done it alone.  I would definitely recommend this service to my friends and family. Keep up the great work.
    Rijo Mathew-UK

Subscribe to STEPS Newsletter

Subscribe to our newsletter and receive tips and advice on your personal financial planning!