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

How to Secure your Child Education Fund

On the eve of Children’s day, we thought of discussing the topic of child education fund. For families providing for child education is basic goal. It’s on virtually every investor’s mind. Here are some of the things we have learned from our experiences.Deciding on how much funds are needed for child education is not known […]

Investment opportunity – Healthcare Sector

Earlier this week, we looked at a common problem prospective investors face, i.e., they know how to make money, but don’t know the right place to invest the money they make. It’s why we do posts of this nature on our blog. In today’s post, allow us to point you two investment avenue that you […]

Risk off/Risk on? Answering the conundrum

Earlier this week, we spoke about the Principles of asset allocation and risk apettite in a short question and answer post on our Facebook page. In this blog, we look at this principle in greater detail and more practical aspects of it. When going is good we like to travel and keep going. But when […]

Invest Online

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