SEBI Registered Investment Advisor - Licence No : INA300002857

About Step Ahead Investment Advisors Pvt. Ltd.

Step Ahead is promoting fee-based Financial Planning Services in India and takes pride in offering roadmap to its clients to reach their dreams and reach financial milestones. The organization comprises of qualified professionals who always abide by professional practice standards and code of ethics laid down by FPSB India and Securities Exchange Board of India.

Our Vision and Mission

  • Step Ahead, has been established to initiate an entirely new platform for disseminating Financial Planning  and Investment Advisory services in its true sense.
  • The team of Certified Financial  Planners (CFPCM) are dedicated to help our clients achieve great results through strict quality & service codes laid down by SEBI’s RIA guidelines.
  • We focus on unbiased strategies and advice our clients to best meet their objectives, without any conflict of interest.