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

The Path to a 10Cr portfolio?


It’s truly satisfying to witness an investment portfolio reaching the impressive milestone of Rs. 10 Crore! The achievement for anyone surely holds the promise of securing a bright future for two children and a comfortable retirement. Many of us harbor dreams of fulfilling these financial goals, and understanding the journey to building a 10

How sensitized are you about the Retirement Funds requirement?


Introduction Have you ever considered how much you’ll need for a comfortable retirement? It’s a question that often catches people off guard, as I discovered in two recent conversations that shed light on the surprising lack of awareness among well-educated individuals regarding the necessary retirement corpus. In this blog, we’ll

Fund Pick: Franklin India Opportunities Fund


‘Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble.’ – Warren Buffett. With the Franklin India Opportunities Fund, let’s explore how the strategic insights meet India’s dynamic markets, paving the way for enduring financial growth. What is the India Opportunity Fund? A fund that seeks

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