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

Fund pick: HSBC Medium Duration Fund

Think of your investment portfolio as a team of champions! Short-term investments can only contribute for a limited time. Medium-duration funds can stay with you for 3 years and adapt to any challenges, including fluctuations in interest rates. So, if you want to build a champion team to overcome any challenge, a Medium duration fund […]

Why should you invest in debt funds?

As an investor, you often think short-term while investing in debt schemes and never think of reinvestment risk. But have you ever thought that even debt in the long term would meet your investment goal? If yes, then how long? Debt as a long-term investment: Investors should look at their investments in equity and debt […]

What are Good Money Decisions?

In our discovery process, we ask this question: Tell us about your best financial decision. We get fascinating answers. E.g. 1.      I sold my ESOP (as soon as it is exercised) as it is all profit. 2.      30 year old tells me I bought the farmland because I want to farm […]

Invest Online

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