Small Steps Advisory, as the name suggests is a financial intermediary firm to which I am a Consultant. The company is mainly into investments and targets Young India and other investors, helps them in understanding and choosing the right kind of investment avenue in line with their risk appetite. Small Steps Advisory inculcates the habit of systematic investments with the smallest minimum amount and thus build wealth over long-term. A society can only progress if its youth earn, save and invest in a disciplined manner. And for this to happen the habit of investing has to start early in life- as soon as one comes of income earning age.
Our education programmes generated a lot of interest and several small savers emerged. We gradually began to fulfil this demand to complete the circle. Hence, we started “Small Steps Advisory”. Today we have 500 customers all of them first timers and our AUM is nearly touching Rs. 9 crores.