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

10 Simple Ways to Find Happiness

We all want to feel happy, and each of us has different ways of getting there. Here are 10 steps you can take to increase your joie de vivre and bring more happiness into your life: Be with others who make you smile. Studies show that we are happiest when we are around those who are also happy. […]

Separate Your Finances

TAPPING RESOURCES: There is money. And there are different ways to use it. It's important to allocate wisely. Mixing money for business with money for personal needs can hurt your life plans. How to get this equation right is what we are going to tell you.

The Art of doing nothing

On 23rd March 2020, after India (and the world) went into lockdown to contain the spread of Covid-19, the financial markets collapsed like a house of cards. As an investor, it is natural to feel fearful and despondent in the face of such adversity. Between the end of March and May, we had many client […]

Invest Online

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