About Us
Our Goals
Who We Are
It was January 2014. A group of qualified Financial and Wealth Management professionals with decades of experience and having clients in West Bengal as well as all over the country, set the wheels in motion to become a fee-based Financial Planning & Wealth Management Service provider that offers ethical and professional financial advisory to its clients.
Step Ahead was born.
Step Ahead takes pride in being an organization of professionals who always abide by professional practice standards and code of ethics laid down by FPSB India and Securities Exchange Board of India.
Since its inception, Step Ahead has helped more than 500 families across India and beyond in improving their financial lives through ongoing consultation and assistance. With over 80+ years of combined experience, the team at Step Ahead Investment Advisors offers the best in client-centric service.
What We Do
The needs and requirements of modern day families are dynamic and unique. Step Ahead team aims to understand each clients’ specific requirements and offer customised services best suited to their needs.
We ensure flexibility - Our clients can choose between a range of services for their financial advice needs.
Our ‘client-first’ approach and our ‘zero conflict of interest’ policy means you get unbiased advice which has only one motive - developing a strategy that achieves your desired financial goal within the expected time period.
