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

Employer contribution to EPF & NPS capped


Combined contribution above 7.5 lakh in PF, NPS and superannuation fund would be taxed from 1 April. The Budget has been a shock for high salary earners. On the chopping board is a critical tax benefit. If the employers combined contribution to the Provident Fund, National Pension System and superannuation fund exceeds Rs.7.5 lakh a […]

Careful, your child is watching


Attitudes about money are formed at a young and impressionable age, says Uma Shashikant. We were at a store. A young family was shopping. The mother picked up an expensive bag and examined it fondly. She looked at the price tag and sulked, but refused to move on. The father shook his head in disapproval. She […]

Welcome to 2020!


2019, What a year it’s been. This year is nearly over and investors must be relieved. Many thought we will get into a global recession. Happily, that recession just didn’t happen. And we are into the year-end. It is said, ‘We manage what we measure.’ Isn’t the typical year-end time of reflecting and taking stock? […]

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