STEPPS Investments founded by Mr. Milind Popat has expertise in end to end Finanical Planning From past three years, the firm caters to all money needs i.e.
Investing for Wealth Creation
Financing Aspirations and
Protecting Weath, Assets and Future Income
Secure your future through systematic investment
Select your goal and calculate how much you need
to invest!
Thanks to Mr Milind's perseverance and personal attention I got things in place which had been on back burner due to time constraints. His practical application of his vast experience reflects wonderfully in his advise regarding the best suitable insurance and investment options. Glad to have him by my side.
Consultant Physician Apollo Hospitals
Navi Mumbai, Maharashtra
For a person as novice as myself, STEPPS has been the first stepping stone into the Financial Planning world. Milind Bhai is a continuous guide and mentor showing me rational ways to invest and develop a Portfolio to understand and plan for the future needs. I wish him all the luck and success.
Proprietor
Calcutta Steels
Mirzapur, Uttar Pradesh
I have been getting advise for all my investment in Insurance and Mutual Funds from Milindbhai over many years and have immensely benefited from his advise .Recent intiative by STEEPS invstments in field of insurance , mutual funds and personal finance are excellent which highlight the common financial mistake and how to avoid such mistakes. Such quality advise and guidance goes long way in creating and growing wealth over life span thanks Milind for navigating us all through this years in our investment in insurance and mutual funds.
K R Choksey Shares and Securites
Rajkot, Gujarat
Over the past 15 years, I have I have found Milind to be an astute financial advisor. The Gujju DNA is on overdrive. Trust him to deliver the biggest bang for your buck!
Head Business Development & Key Account Manager Reliable Allied Services.
Noida, Uttar Pradesh
Highly competent in a sense that he advises investment planning on goal oriented basis rather than just ad-hoc investment. He recommended us the investment plan considering our time frame, risk appetite, expected average return and of course the goal. He is truly reliable and professional in rendering after sales services support too, which most of the advisors lack. Appreciate his transparency, integrity, competency, high insight and knowledge of designing investments/ insurance products.
Though we were already having insurance but he recommended insurance products for the better coverage and secured future of our family.
F.C.A Mittal Goel & Associates
Navi Mumbai, Maharashtra
Milind possesses expertise in whole spectrum of financial planning be it mutual fund investments or planning for medical exigencies or insurance needs of life or assets.
His core service values being
1) Transparency and patience, 2) Balanced and cautiously optimist approach, 3) Goal setting advisory, 4) Customer delight by taking discussions to closure
We are of course benefited not only by his investment selections but also by his balanced approach considering the current market and upcoming goals. We appreciate his constant guidance in helping us making sound financial decisions.
With his responsive and personlised approach where he values customer irrespective of portfolio size,he has taken leap forward in this competitive and self serving world of financial consulting !
Chief Risk Officer,Icici Home Finance
Mumbai, Maharashtra
After working for 22 years in financial services myself, I can vouch that it is difficult to find someone who has a better knowledge of all financial services product than Milind. You can blindly trust him for
#Life Insurance, #Health Insurance ,#Mutual Funds, #Credit Card, #Banking Services, #And much more.
Milind always delights you with his knowledge as well as with his superior service quality and work ethics.
My appreciation and Best Wishes to Milind
Zonal Head - West
Bharti Axa Life Insurance Co Ltd
Mumbai Maharashtra
Of all financial advisors I've known, Milind is different. He genuinely cares for the financial health of his customers, and has a 'customer first' approach. He offers the whole suite of financial products, and gets you the best offers from service providers. Milind is meticulous to a fault - and considers himself more responsible for your financial goals than yourself. Your financial plans (and execution) are in safe hands with Milind.
Mumbai, Maharashtra
I know Millind on personal and professional level. Fund management and investment advisory is not his business but his heart. He passionately dedicates and pursuasively follows up to ensure we stick to our own financial goals. He is so pursuasive for investment plan, that sometimes I wonder if this potential profit I am going to make is his or mine! But I realised he keeps long term view of win-win. I wish him lot of luck going forward. Be assured your funds are in safe hand and sound mind.
Entrepreneur
Navi Mumbai, Maharashtra
I want to inform you that I for my trip to Canada during June -Aug 2019 I acquired a travel insurance policy through the help of Mr Milind Poppat 51/1303. He not only did help with my insurance I also had a medical treatment claim and on my return I told him about my medical treatment expenses.
He advised me to claim it. I felt lethargic and delayed on it. When he enquired and got to know i did not yet make my claim, he personally came home, filled the form and took snap shots of required documents and then even asked me to send some required docs. After which, he even followed up twice after submission, to find out if there was any reply from insurance firm and today I got the claim and I can say it all happened with his initiative and earnest effort.
When I asked him for his service fees he told me that he does not charge any service fees, it is his job, however he added that he would like it if I could give recommendation and references for him amongst my friends and contacts. I would say that He is sincere and very prompt and I would definitely recommend all of those who require travel insurance to take your travel insurance or any other investment/ insurance scheme services that Mr. Milind Popat renders.
Thank you so much Mr Milind Popat
Managing Director, Infinite Pristine Pvt Ltd
Milind is a thoughtful and thoroughly professional financial advisor. Since the time, we have been working together on my finances, the advice provided by him has always been well-organised and straight to the point. He also went the extra mile to research and find out solution to my problems without any hesitations and with complete transparency. His comparisions were always detailed and with clear goals which was always helpful on what should be done to achieve our goals. Milind is the go to person for my family in case of any information which is needed by my family in my absence.
I am please to have Milind – as a friend and an advisor.
Associate Vice President - Digital
Tata Capital Financial Services Limited
Mumbai, Maharashtra
MONEY MATTERS, because the uncertainty of events in life can be most of time dealt with certainty if our financial strength is optimum. In Today’s world where there are plethora of websites, individuals and firms who advertise that they will take care of our money like their own, it is only applicable till they get the access to our money, post that valuable advice is seldom recieved. However, I had a complete difference experience with Milind. The ease with which he will analyse and interpret your financial standings and what steps should be taken basis where you want to reach, you will be awestruck. He makes the complexity of financial nuances a breeze to understand.
I would certainly recommend Milind, for his valuable advice and superb service which will definitely help you reach your financial goals
Senior Chief Manager, Acturial – Pricing
Aditya Birla Sun Life Insurance Company Limited
Mumbai, Maharashtra
Milind and I became Friends around 2 Years back. At that time he was with Birla at a fairly senior Position. Within a few days I realised his genuine interest in leveraging his vast domain knowledge towards helping people around him take informed financial decisions - without expecting anything in return. Around that time, gauging that I was finding it difficult to redeem 4-5 of my old ELSS Investments from 10-12 Years back, he took out a Weekend to do all the tracing & required paperwork himself, and relaxed only after I had all the Money in my Bank Account.
I would say he's made a great desision to give up such a lucrative Job and pursue his passion full time ... for himself as well as people like us who are associated with him. He would analyse the Financial needs and goals of a person before recommending a solution that he would have preferred for himself. Seemingly pushy at times, you realise that it's actually his will to save and grow your Wealth.
One of the most genuinely intentioned Financial Consultants ... or I would rather say Financial Partner ... Milind Popat, my Friend, I wish you all the very best !!!
Head – Analytics India First Life Insurance Company Ltd
Milind is a one stop solution for all your financial queries. He not only makes you understand the right investments and insurance you need to do but also helps you execute them with great ease. A knowledgeable consultant who is highly reliable and available 24*7 for his clients. People who don't understand money matters/ savings and investments can also rely on him completely. I had great experience being associated with a professional like him. Would strongly recommend him!
Human Resources Professional
Mumbai, Maharashtra