Unlock the Full
Power of Investing
Comprehensive wealth management spanning Insurance, Mutual Funds, PMS, AIF, Bonds & beyond — your trusted partner for building generational wealth.
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PMS Strategies
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AIF Access
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Years of Trust
What We Offer
Comprehensive Investment Solutions
From mutual funds to alternative investments, we offer end-to-end wealth management tailored to your financial aspirations.
Mutual Funds
All AMC schemes across equity, debt, hybrid & thematic categories with goal-based planning.
PMS
60+ professionally managed portfolio strategies from top-tier PMS providers in India.
AIF
Access 60+ Alternative Investment Funds across Category I, II & III for diversification.
Global Investing
International markets through LRS, GIFT City, global hedge funds & ETFs via Kristal.
Bonds & FDs
High-yield corporate bonds up to 10% returns and fixed deposits from top NBFCs.
Insurance
Life, health, general, group & business insurance solutions for complete protection.
Our Services
Goal-Based Financial Planning
From retirement planning to children's education, legacy creation, and NRI wealth management — we help you plan every life goal.
Retirement Planning
Build a stress-free retirement with tailored income plans, pension solutions, and corpus creation.
Children's Education Fund
Plan ahead for your child's education with smart savings and investment strategies.
Legacy Creation
Create generational wealth with structured estate planning and succession strategies.
Protection Planning
Safeguard your family and income with comprehensive protection planning.
Wealth Creation
Grow your wealth with disciplined, goal-based investment strategies.
NRI Services
Specialized wealth planning for NRIs and global Tamils across borders.
Why Choose Us
A Trusted Name in Wealth Management
Led by Francis J., we bring institutional-grade consultancy to individual clients with a comprehensive suite of investment products.
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Happy Clients
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Testimonials
Trusted by Clients Across India
"First Step Consultancy has been instrumental in diversifying my portfolio across PMS and AIF strategies. Francis Ji's deep understanding of the market and personalized approach has helped me achieve consistent returns well above my expectations."
Rajesh Krishnamurthy
Business Owner, Chennai