A Step Ahead Consultancy

A Step Ahead Consultancy is a financial services company with a pan India accessibility. It is an off-shoot of its predecessor, M/s A Step Ahead a partnership concern, which had been providing similar services , to the satisfaction of its clients. A Step Ahead offers a wide array of products and services, including integrated Financial planning, Asset management, Wealth management, Broking and Loans and Insurance Services. A Step Ahead serves over a thousand clients, including corporate and institutions, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized financial planning and investment management solutions to Individuals as well as Institutions. “Maximizing Wealth” is the first and foremost motive of the Company.

Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual/institutional clients, understand their profile, needs and concerns, build customized financial plans – design tailor made investment portfolios and offer a comprehensive selection of investment alternatives that will suit their financial goals.

A Step Ahead through its association with reputed service providers offers easy online management & access to its clients’ investments and portfolios. This facility enables our clients keep regular track of their valuations and reports.