Empowering Your Future with Smart Financial Solutions with Wealthy Step

At Wealthy Step, we’re more than just financial advisors we’re your partners in building a secure and prosperous future. Whether you’re planning for retirement, your child’s education, or wealth preservation, we provide goal driven, personalized investment strategies backed by industry expertise and research. We believe financial success stems from informed decisions, trust, and long term relationships. With a foundation built on ethics, transparency, and a client first approach, Wealthy Step is here to guide you through every step of your financial journey from planning to execution.

SIP Calculator

Lumpsum Calculator

SWP Calculator

Our Services

Explore What We Offer

Personal Financial planning

Personal financial planning is the process of managing your money to meet life’s goals. It gives you a roadmap to achieve short and long term financial security. With proper planning, you can gain control over your income, spending, savings, and investment ensuring stability across every stage of life.

Mutual fund investments

Mutual funds are professionally managed investment instruments that pool money from multiple investors to invest in stocks, bonds, or other assets. They are ideal for individuals looking to diversify their portfolio, reduce risk, and gain market exposure without actively managing every investment.

All Kind of Insurance

Insurance is a financial safety net that helps you manage risk and uncertainty. Whether it’s your life, health, vehicle, or property, the right insurance policy ensures you’re financially protected during emergencies. Wealthy Step offers personalized insurance solutions to suit your needs and goals ensuring peace of mind, risk coverage, and long term security for you and your loved ones.

Features

Top Features We Provide

Explore our range of financial tools designed to simplify your investment journey. From tracking goals to planning SIPs, make well-informed decisions with ease and confidence.

Personal finance

Manage your income, expenses, and savings efficiently with tools designed to improve budgeting, track spending, and build a secure financial future.

Wealth management

Comprehensive financial planning and investment management tailored to help grow, protect, and distribute your wealth effectively.

Goal based investments (Mutual funds)

Invest strategically in mutual funds aligned with life goals such as buying a home, child’s education, or retirement ensuring disciplined and focused wealth creation.

Health Insurance

Protect yourself and your family from unforeseen medical expenses with health insurance plans that offer extensive coverage and peace of mind.

Life Insurance

Secure your family’s financial future with life insurance policies that offer protection, savings, and long-term value for loved ones.

Our Tools

Smart Tools to Simplify Your Finances

Investment Calculator

Estimate your future returns with SIP or lump sum plans, helping you invest with clarity and confidence.

Fund Performance Tracker

Track income, expenses, savings, and overall financial well-being to stay on top of your goals.

Risk Assessment Tool

Determine your investment risk profile to get matched with portfolios that fit your comfort level.

Online Premium Payment

Make hassle free and secure payments for your mutual fund or insurance premiums online.

Financial Health Monitor

Track income, expenses, savings, and overall financial well-being to stay on top of your goals.

Useful Links

Get started instantly with a fully digital, secure, and paperless KYC and investment process.

SIP Calculator

Power of SIP

SIP Calculator

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YRS

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Our Financial Product Partners

Trusted Institutions We Work With

ABOUT US

Legacy Through Mindful Steps

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.

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.

Our Tools

Smart Tools to Simplify Your Finances

SIP Calculator

Easily estimate the future value of your SIP (Systematic Investment Plan) contributions. Understand how consistent monthly investments grow over time through compounding, and make informed decisions based on expected returns and duration.

Retirement Planning Calculator

Estimate how much you need to save and invest regularly to enjoy a financially secure retirement. Plan for inflation, lifestyle, and long term expenses with this detailed retirement planning tool.

Delay Planning Calculator

See how delaying your investments even by a few years can impact your long term wealth. Understand the cost of procrastination and why starting early truly makes a difference.

Education Planning Calculator

Estimate future education expenses and determine how much to save today. Plan for school, college, or international studies with inflation adjusted targets and smart investment projections.

House Planning Calculator

Plan your dream home purchase by calculating how much to save over time. Get projections for down payment, EMIs, and how much investment you need to comfortably buy a house.

Car Planning Calculator

Want to buy a car? This calculator helps you estimate the total cost and how to systematically invest toward achieving your goal within a planned time frame.