About Us

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About Us

At Wealthy Step, we believe true wealth is built with intention. It’s not just about returns it’s about creating financial clarity, security, and a meaningful legacy.

Wealthy Step is founded by a professional certified as a QPFP (Qualified Personal Finance Professional), NISM and CRISIL Certified Wealth Manager, and an AMFI registered Mutual Fund Distributor. We specialize in 360° personal financial planning, guiding individuals and families through every stage of their financial journey with clarity and confidence.

What We Offer:
Personal financial planning,
Mutual Fund Advisory based on your life goals
Health, Life, Motor, Travel, NRI, Business & Property Insurance Planning
Goal-Based Financial Roadmaps (Child Education, Retirement, Wealth Creation)
Wealth Tracking & Review Reports

Our approach is built on transparency, ethics, and personalized guidance. At Wealthy Step, we simplify financial planning, so you can focus on what matters most living a fulfilled and financially secure life.

Let’s take your next step, the Wealthy way with purpose, trust,

Our Mission

Our mission is to be the partner that bridges the gap to financial success for every Indian. We aim to provide expert guidance, reliable financial assistance, and personalized services, ensuring individuals across India can achieve their financial goals.

Our Vision

Our vision is to create a financially secure and educated India, where every individual's financial dreams become a reality. We work to empower our clients through financial education and personalized services, promoting financial well being.

Core Values

Our core values encompass trustworthiness, client centricity, innovation, collaboration, and social responsibility. We empower individuals, maintain trust and integrity, focus on our client's success, and innovate continually to strive for excellence.

Client-Centric Advice

Transparency

Ethical Conduct

Goal Based Planning

Long Term Relationships

Financial Literacy

Let’s Build Your Financial Tomorrow, Today

At Wealthy Step, we’re here to help you plan, protect, and prosper...