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 1: Ms M’s Investment Journey


Meet Ms. M. She is an investor with a moderate risk appetite. This is her investment portfolio. It comprises a combination of funds. The funds have been chosen only after considering her risk appetite. Visual of line graph We have been planning Ms. M’s finances for the past 15 years. During this period, Ms. M’s […]

The Cycle of Greed and Fear


‘Patience is not simply the ability to wait. It’s how we behave while we are waiting.‘ – Anonymous. It’s easy to plan for the long term. It’s difficult to walk the long walk. The ride could be bumpy, but that doesn’t mean you should leave the path, because you know it takes you to the […]

When is the right age to start saving for retirement?


A Chinese proverb says: “The best time to plant a tree was 20 years ago. The second best time is now.” That attitude is at the heart of investing for retirement. Investing for retirement is important at any age. There is nothing wrong in starting in your 20’s or in your 40’s. What is more […]

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