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

Product Review – Franklin India Equity Savings Fund.


Investors who are looking for an investment that offers stability of the corpus and good returns  can invest in Franklin India Equity Savings Fund. This is new fund offering, we are reviewing for you. It is an open-ended fund. This means you can invest in it even after it closes and lists. Please note – […]

Talking about money


Last week, I was reading a blog by Carl Richards on talking about money. It struck me as an important topic. That is why I want to talk about it with you. Many Indian families don’t talk about money frankly. Practically speaking family member should know about the savings, wealth  etc.  When you have a […]

Does rise and fall in market indices affect your portfolio?


If your portfolio comprises investments in mutual funds, how does the rise and fall in market indices affect it? Does it? If not, why not? All this and more we will demystify/illustrate in this short note about the relationship between your fund investment and broader market indices. The recent euphoric all time rise in Sensex […]

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If you are an existing investor use this section to select the fund and invest.