Step Up Wealth was founded in 2021 by seasoned professionals with over 15 years of rich experience in the corporate sector. With a deep understanding of financial markets and client needs, the firm was established with a clear mission: to recommend the right financial products to the right people at the right time.
Since its inception, Step Up Wealth has rapidly emerged as one of the fastest-growing wealth management firms in the region. In a short span of just 4 years, the company has achieved significant milestones and built a strong reputation for delivering disciplined, research-driven investment solutions.
Today, Step Up Wealth manages substantial assets across multiple investment segments, including:
- ₹500+ Crores in Mutual Funds and Specialized Investment Funds (SIF)
- ₹125+ Crores in Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Startup Investments
- ₹700+ Crores in Direct Equity Investments
A key strength of Step Up Wealth lies in its expertise in selecting the right investment funds. The team has developed a proprietary fund selection model, built over years of experience and rigorous research. This model has been refined using insights gained during their corporate careers and has consistently helped identify high-quality investment opportunities for clients.
Step Up Wealth offers comprehensive 360-degree wealth management services under one roof, ensuring that clients receive holistic financial guidance tailored to their goals. The firm provides advisory and investment solutions across a wide range of financial products, including:
- Mutual Funds
- Specialized Investment Funds (SIF)
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIF)
- GIFT City Investments
- Startup Investments
- Angel Funds
- Bonds
- Fixed Deposits
- Need-based Insurance Planning
The company is supported by a strong and dedicated team of more than 25 professionals, committed to delivering personalized financial solutions and long-term value to clients.
Step Up Wealth has established a growing presence across six major cities in Gujarat, including: Ahmedabad, Anand, Vadodara, Surat, Vijapur, and Himmatnagar.
With its client-centric philosophy, strong research capabilities, and experienced team, Step Up Wealth continues to empower investors to build, manage, and grow their wealth with confidence.
