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.