Gibin John, Financial Planner in STEPS helps a young couple with their financial planning. He advices them...
“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.
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 Wizards in our team
Our financial planners have been helping clients make sound investments with their finances.
Vijayasri S Kaimal
Financial Planner
Mcom , NISM-Investment Adviser (Level 1 & Level 2)
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®
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.
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“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”
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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.
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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.
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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.
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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.
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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.
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