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 Much is Enough?

“God has created enough for Man’s need but not for his greed,’- Mahatma Gandhi. Most of us would like to have more money. This is a fact of life. But question is, how much more? Last week, we met a client for an annual review. He asked, “Is this rate of return I am earning […]

Should you worry about MF scheme categorisation?

Mutual Fund Scheme categorisation is in the news. What is it and how does it affect you as an investor? As per the mandate from SEBI (market regulator), each fund house must now classify existing schemes under a set of categories. SEBI has introduced this in order to streamline the number of schemes available in […]

How action bias can adversely affect your investments 

What is action bias? As per Business Dictionary—Action Bias is the propensity to act or decide without customary analysis or sufficient information. In short, it’s ‘just do it or something,’ and think later. Recently, we shared this quote by Paul Samuelson on our FB page – Investing should be more like watching paint dry or […]

Invest Online

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