Your Trusted Partner in Wealth Creation
Led by Francis J., we bring institutional-grade consultancy to individual clients with a comprehensive suite of 12+ investment products.
Our Story
Building Wealth, One First Step at a Time
Led by Francis J., Principal Consultant, First Step Consultancy Services has been guiding clients through the complex world of financial markets for over a decade.
We believe that the right first step in investing can transform your financial future. Our mission is to democratize access to premium investment products and provide institutional-grade consultancy to individual clients.
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Years of Excellence
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Happy Clients
Client-Centric Approach
Every strategy we recommend is tailored to your unique financial goals, risk appetite, and investment horizon.
AMFI Registered
Fully compliant with AMFI guidelines, ensuring transparent and ethical consultancy practices.
Personalized Guidance
One-on-one consultations with our consultant to craft bespoke investment strategies for your portfolio.
Diverse Product Range
Access 60+ PMS, 60+ AIFs, global funds, unlisted shares, bonds, insurance, and more from a single window.
Our Process
How We Work With You
A proven four-step process designed to transform your financial aspirations into reality.
Discovery Call
We start with a no-obligation consultation to understand your financial goals, risk appetite, investment horizon, and current portfolio.
In-Depth Analysis
Our team performs a thorough analysis of your existing investments and identifies gaps and opportunities for wealth optimization.
Tailored Strategy
We craft a personalized investment strategy leveraging our comprehensive product suite of 12+ options across MF, PMS, AIF, Bonds & more.
Ongoing Management
Regular portfolio reviews, rebalancing, and proactive recommendations to ensure your investments stay aligned with your evolving goals.
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