About Us

About Us

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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.

Our team is comprised of
genuinely gifted minds


Managing Director

Nandji Rai

Working with a variety of clients in a career that spans almost three decades, Nandji's experience and knowledge is completely dedicated towards financial growth and stability of his clients. His dream is to spread the habit of disciplined savings and proper financial planning across every household in India.

Director

Subhabrata Ghosh

One of the first few Certified Financial Planner of eastern India, Subhabrata comes with an experience of 15 years of planning personal finance of his clients. He is passionate about taking people safely to their financial goals by creating a well thought-out financial plan.

Financial Coach

Santanu Biswas

Santanu comes with experience of 15 years in personal finance field which includes key managerial position with NJ India Invest and iFAST Financial India. Santanu is passionate about transforming financial lives of people by inculcating habit of goal based financial planning in them.

Financial Coach

Mridul Rai

Mridul is a 2nd generation finance professional who joined the financial industry in 2012. An author and a Certified Financial Planner, Mridul specialises in helping and guiding the new age populace of working professionals.

Looking for financial solutions for a better tomorrow?

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