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

Do SIPs work.

Nobody doubts equities when markets are on a tear. Some of us do our homework and choose mutual funds (MFs) that are most suitable for our goals. But some jump into the pool even if they don’t know how to swim. The knives are out when markets tumble. When equity markets collapsed this March, obituaries […]

Use the Pandemic as a catalyst for change

The coronavirus pandemic has put all our short-term needs front and centre. Just getting through one week of virtual work meetings, grade school math lessons, and grocery shopping can be a challenge. And if you’re one of the millions, struggling with income loss or unemployment, those daily to-dos can feel even more pressing. However, as [&hellip

Turning Money Pain into Money Pleasure

Everyone I know is worried right now—running for the hand sanitizer and staying home to avoid crowds. If you’re not getting out as much as usual, chances are you also have more time to panic over that other major pain point—the stock market jitters. We are wired for anxiety. It’s not just our reptilian “fight […]

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