Steps By Geojit

STEPS is the financial planning division of Geojit Financial Services. We help you achieve your financial goals through systematic and comprehensive financial planning. Our expert team reviews your income, investments, assets and liabilities and formulates a plan that will help you secure your financial future. Salaried individuals, professionals, NRIs and retirees can benefit greatly from STEPS. Our team is composed of SEBI-approved Investment Advisors and Certified Financial Planners (CFPCM), an international qualification awarded to financial planning professionals by FPSB (Financial Planning Standards Board) after a rigorous test of their knowledge and experience. We offer our services for a yearly retainer fee. We don’t sell any financial products. On the contrary, we advise on prudent investments, savings and liability management so that you can achieve financial security and enjoy life the way you want.