🏗 Our Story

About FinSteps Wealth

For over 15 years, we have been empowering Indians to achieve financial independence through disciplined, transparent, and expert-guided investing.

Our Journey

Started With a Simple Belief: Wealth Should Be Accessible to All

FinSteps Wealth was founded in 2009 by a group of seasoned finance professionals who believed that professional investment management shouldn't be reserved only for the ultra-wealthy. We set out to democratise mutual fund investing for every Indian.

Starting with a small team and a single equity fund, we have grown into a full-service wealth management firm serving more than 2.4 lakh satisfied investors across India.

Today, FinSteps Wealth is one of India's most trusted SEBI-registered mutual fund houses, known for consistent performance, investor education, and uncompromising transparency.

2009
Founded by ex-bankers and CFA professionals with a seed corpus of ₹50 crore.
2013
Launched the Balanced Advantage Fund and expanded to 5 new cities.
2018
Launched digital platform enabling paperless investing for over 80,000 users.
2023
Awarded "Best Consistent Performer" by Morningstar India and CRISIL Rank 1 in Equity category.
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FinSteps Wealth HQ
Mumbai, India

What We Stand For

Our Core Values

These four principles shape every investment decision, every product, and every interaction we have with our investors.

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Transparency

Full disclosure of fees, portfolio holdings, and performance — no hidden charges, ever.

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Performance

We are relentless in our pursuit of risk-adjusted returns that outperform benchmarks over the long term.

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Investor-First

Your financial goals come before everything else. We earn when you earn — our interests are aligned.

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Integrity

Registered with SEBI and bound by AMFI's code of conduct. Ethical investing is non-negotiable.

Meet the Team

Leadership You Can Trust

Our senior team brings decades of collective experience from top financial institutions across India and globally.

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Vikram Anand

Founder & CEO

20+ years in investment banking at Goldman Sachs and HDFC AMC. CFA charterholder. Passionate about democratising wealth creation.

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Sunita Rajan

Chief Investment Officer

Former Head of Equities at Axis Mutual Fund. 18 years managing multi-billion dollar portfolios across market cycles.

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Amit Desai

Head of Fixed Income

15 years in debt markets at RBI and ICICI Prudential. Expert in interest rate risk management and credit analysis.

Recognition

Awards & Certifications

Our track record of excellence has been recognised by India's leading financial institutions and rating agencies.

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Morningstar India
Best Consistent Performer — Equity Category, 2023 & 2022
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SEBI Registered
Reg. No. INH000004128 — Securities and Exchange Board of India
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AMFI Member
Association of Mutual Funds in India — Full member since 2009
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4.8/5 Rating
Average investor satisfaction score based on 15,000+ reviews on Google & Trustpilot

Ready to Build Wealth
With a Team You Can Trust?

Join over 2.4 lakh investors who have chosen FinSteps Wealth as their financial partner. Start your investment journey today.

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