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A goal without a plan is just a wish
StepUp helps you realise your dreams with thorough planning and smooth execution.
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Our Approach
Approach
Goal Mapping
Goal mapping is a powerful tool for anyone looking to achieve their long-term investment objectives. Following a clear set of goals and rules, investors can stay disciplined and focused on the end result, avoiding any premature mistakes.
Approach
Power of Compounding
Compounding is a fundamental principle of finance that has been recognized throughout history. Albert Einstein famously stated, compounding is the "eighth wonder of the world," and those who understand it can use it to their advantage in building long-term wealth.
Approach
Asset Allocation
By diversifying your portfolio across different asset classes, you can reduce the overall risk of your investments and ensure that any volatility in the markets does not derail your long-term financial goals.
Approach
Passive Income
Financial freedom is having enough income to cover your living expenses so that you spend your time doing things that you like rather than doing things just to earn money. This is possible when you have a source of passive income.
Solutions
Expert Financial Solutions for Maximizing Your Potential
StepUp helps individuals manage their personal finances, including budgeting, saving, and investing. Designed to help reach your financial goals.
Financial Solutions
One stop solutions for all your financial needs.
Insurance
Pressing need for insurance for you and your family.
Estate Planning
A solid plan makes life easier for the people you care most.
Tax Planning
Legitimate way of reducing your tax liabilities in any given financial year.
Our Products
Investments
- Mutual Funds
- Bonds
- Fixed Deposits
- P2P Lending
- NPS
- International Investing
Insurance
- Life
- Health
- Critical Illness
- Accidental
- Property
- Others
Loans
- Home
- Personal
- Commercial
- Loan Against Securities
How We Work
Client Journey
Step 1: Assess
Step 2: Plan
Step 3: Execute
Step 4: ReviewStep 1
Assess
The first step in any financial planning process is to assess the current financial situation and goals of the individual. This involves gathering and analyzing information about the individual's income, expenses, assets, liabilities, and financial objectives. The purpose of this step is to gain a clear understanding of the individual's financial standing and the specific financial goals they want to achieve. This assessment is crucial as it sets the foundation for creating a customized financial plan that meets the individual's unique needs.
Testimonials
Too good to be true? Hear what our clients have to say
“Kalyani's vast experience and knowledge of the mutual fund markets saved me time and money in execution and research. The efforts put into the relationship and managing the portfolio are truly appreciated.”
Neeraj Mishra
Business Development Manager, Thane
“Earlier this year, I trusted Kalyani as my wealth adviser, which was a wise decision. Her recommendations are working great. Her understanding of investment products is excellent.”
Suyog Sarda
IT Professional, Panvel
I've known Kalyani for almost 10-12 years !! She's been efficient and knowledgeable in handling all our investments, giving good returns. It's unbelievable that we haven't met in all these years, but I trust her with my money.
Mrs. Priya Rahul Vaidya
Lecturer, Pune
“Kalyani's vast experience and knowledge of the mutual fund markets saved me time and money in execution and research. The efforts put into the relationship and managing the portfolio are truly appreciated.”
Neeraj Mishra
Business Development Manager, Thane
“I have known Kalyani for over ten years, and thanks to her, I have started taking a keen interest in my investments. Until I met her, I entirely depended on my dad for investment advice. Kalyani's advice has always been non-biased, and she responds promptly. We are extremely happy with her suggestions. I have seen good growth in my investments over the years.”
Ms. Bindi Mahesh
Singer-Composer, Mumbai
Until I met Kalyani, I thought I understood my financial needs as a retiree. But wealth management is far more complex than ensuring fixed periodic returns on. Ever since holding her hand, she does all the juggling in the marketplace as we lead a worry-free life.
Mr. Arun Sud
Development Professional, Himachal
“We have been investing with Kalyani for nearly 10 years now. We live in U.K. and Kalyani has been looking after our investments in India in a very efficient way. Her help and prompt advice based on market situations helped grow our portfolios exponentially, and she made everything hassle-free to invest, buy/sell, or move to different mutual fund schemes. We are very impressed with her communication with us in the last decade.”
Mansi and Rajkumar Saboo
IT Professional, UK
About us
We are a financial services firm based in Mumbai, offering investments and insurance solutions for various short and long-term financial goals. We believe adequate planning is the most potent way to reach one's life goals. Our approach to personal finance is holistic, uncomplicated, and sustainable.
With our financial planning services, each client's investments are thoroughly tracked, monitored, and regulated to ensure their goals are always within their grasp.
Meet the founder
Kalyani Maheshwari, the founder of StepUp Investments, is a personal finance professional. She believes in proper planning, determination and discipline to achieve every financial or personal goal. She has worked with reputed MNCs in the treasury function before setting up StepUp Investments.
Personal finance has been her passion since the days of her corporate career, which led to her founding StepUp Investments in 2012. Her ability to connect with clients helps her understand their needs and ambitions better, leading to happy clients.
She is passionate about spreading financial literacy among all age groups. She believes that Financial Literacy is like armour and that every individual should possess it to overcome all challenges to accomplish their life goals!