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

Chances of getting negative returns from SIPs nil from fifth year onwards: CRISIL-AMFI report


While chances of negative returns were 25% for 1-year period, the probability is nil in 5 years. The latest industry data released by CRISIL and AMFI shows that the chances of getting negative returns from investments in mutual funds through SIP route diminishes to nil from fifth year onwards. The report has taken the past […]

Real Life Stories 2: Do nothing investing!


“Our favourite holding period is forever.” – Warren Buffett What is long term? Does Systematic Investing Plan (SIP) work? Should I continue my SIP? Will the markets go down even more? How much more? Should I exit? What should be the new strategy? These are some of the questions that crop up in the minds […]

Looking ahead with confidence


The last 18 months have been a difficult one for equity investors in India. The trend has been downward. The economy is going through a transition. There was also the credit crisis linked to Non-banking Finance Companies (NBFC). A lot of this has caused a temporary liquidity crisis in the market. The recent budget, too, […]

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