Gaining Ground

Our 5 Step investment process

Sit down with you and identify your current financial position and goals.

Carefully outline details to arrive at Investment Plan

Discuss and make you understand the plan

Develop your action plan

Show you how do we manage your investment  plan into the future

Financial Planning Made Easy For You

If you could read the future, would you be interested? if you could tell what you will need on the road ahead, would you be interested? If you could make plans for anything, would you be interested? You would, no? And that’s why you should be interested in Financial Planning for life.

Our Blog

What kind of goals should we set with our clients?


When you don’t reach your personal and financial goals, it can be both frustrating and disheartening for you and your clients. How can we change this for the better? Research has shown that using the principles of Self-Determination Theory your clients can dramatically increase their chances of success. This happens when you focus on a meaningfu

Why do we like these Small cap Schemes.


Last week, we looked at why you should invest in small-cap and mid-cap funds. This week, we’d like to share with you some small-cap funds you should consider investing in and why. The three funds in this category that we recommend are HDFC Small Cap Fund, SBI Small Cap Fund, and L&T Emerging Businesses Fund. […]

Small- and mid-cap mutual funds open doors again. Should you invest?


The Mint asked us this question. They were writing a piece on the way forward for such funds. They wanted to know our thoughts on this because of a few small-cap funds re-opening their window for subscriptions. This was after a few fund houses took a call to selectively to close the subscription to their […]

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