About Us

STEPS is the financial planning arm of Geojit Financial Services consisting of a group of experienced Certified Financial Planners. Our service includes Personal Financial Planning, Investment Analysis, Retirement Planning, Tax planning and Investor Education Services.

The 30 years long legacy of Geojit enhances the quality of our service and reinforces the trust people have on us. STEPS is also backed by the knowledge and expertise from the research team of Geojit especially in areas like mutual funds, fundamental research, Economic research and Debt Markets. 

With an enthusiastic team, we at STEPS are driven by the selflessness in helping people realize their life goals through professionally prepared financial plans.

STEPS is built on pillars namely Trust, Unbiased, Professionalism and Experience.


A fee-based model ensures best in class service to the client


Since there is no remuneration of other sorts associated, the client will get unbiased service.


Professionally qualified planners assist the clients


30 years of legacy of Geojit along with experience of planners adds value to the advices offered.


Call us for your best solution in finance