SEBI Registered Investment Advisor – INA200002817

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.

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Expertise gained through experience
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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.

Data Gathering- Client Profiling and Risk Profiling

Knowing you closer and understanding your risk tolerance levels.

Evaluation of Goals and Objectives

Defining financial goals in life and setting realistic objectives.

Strategy Formulation

Formulating a plan for achieving financial goals.

Draft Plan Presentation

A preliminary plan is presented to ascertain suitability.

Final Plan Presentation

Streamlining draft recommendations to a Final plan.

Guidance for execution of the plan

A detailed action plan to implement the plan.

Plan Review

Review ensures the plan is on track with essential changes.

The Financial Wizards in our team

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

Vijayananda Prabhu

Financial Planner

CFPCM, CFA Level 1, MBA

Ranjith V M

Financial Planner

CFPCM, LOMA, MBA

Gibin John

Financial Planner

CFPCM, MBA

Shaik Mahaboob Subhani

Financial Planner

CFPCM, MBA

Mohammed Noorul Haq

Financial Planner

CFPCM, MBA

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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