Stepps Investments Founded in November 2016 by Milind Popat. He has worked with Sales, Strategy, Marketing, Product Development, Operations, Underwriting, Claims and Customer Service teams in Financial Services with Aditya Birla Capital and Star Union Dai Ichi Life Insurance Company for more than 16 years of his total 23 year Corporate career.
At Stepps Investments, we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy. Along our exciting journey in world of financial services, we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.
Our belief is “What is Good for the Customer is Best for Us”. Our loyalties unwaveredly lie with our customers. As a result, in a short period of 3 years we have been employed by more than 100 customers across India to plan and execute their finances.
We have established ourselves as a dependable and expert team as far as Financial planning and execution is concerned. We offer personalised financial planning and wealth management services as we strongly believe that like you, your financial needs and aspirations are also unique and that needs to be addressed correctly. Designing, implementation and review are fundamental to all the services that we offer. To us all our relationships with clients are long term – forever. We consider our clients as an extended family.
Right from the beginning, we have emphasised our focus on technology and ease of access of services at fingertips. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that needs to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith on us. We value that above everything.
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