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

Who is the Pujara in your portfolio?


Everyone needs a Cheteshwar Pujara in their Investment portfolio. Here’s why. Pujara has always been something of a mystery. A relatively successful cricketer who somehow fails to show up alongside the other names like Virat Kohli, Rohit Sharma, R Ashwin, or even Ajinkya Rahane. Because he isn’t glamorous, it’s easy to forget that

Doing Less wrong with your money !.


And so the New Year begins with firm resolutions and high hopes. A client calls. They wish to buy land. They ask us to tell them the state of their investments. Then they ask if they may stop SIPs and pull out some funds to buy land. So I explain the pros and cons of […]

Do-little Investing: Case Study


This is a routine case study to bring home the point about staying put with your investments. But routine does not make it useless. Quite the contrary. Strongly, too. The brilliance of doing nothing is oft-ignored. Oft-underestimated. And we have not pursued often enough. Hence, the need to share this case study and illustrate its […]

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