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

Real-Life Stories 3: Investing for Child’s Future

We bring you a real-life investment journey on the occasion of Children’s day week. Investing for child education goals is one of the priority for any Indian family. Our esteemed client Mr. D (name changed), a salaried person, started investing for his daughter when she was in school. He began investing regularly for Ms. A. […]

What Do I Want My Money to Do For Me?

Sometimes branding is everything in life. Life insurance didn’t take off until they changed the name from death insurance. Escargot sounds more appealing than eating snails. Global warming might be more concerning to more people if they called it planetary destruction or something that’s not so warm and fuzzy. Budgeting probably has the worst b

Why You Need A Will

Three deaths in the family in the space of one year made me think about a Will and the reasons why you must invest time to make one. A Will is nothing but a document with a list of all your asset details and who you wish to bequeath them to. Most say a Will […]

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