Unlock the Full
Power of Investing
Comprehensive wealth management spanning Mutual Funds, PMS, AIF, Bonds, Insurance & beyond — your trusted partner for building generational wealth.
0+
PMS Strategies
0+
AIF Access
0+
Service Categories
0+
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.
Why Choose Us
A Trusted Name in Wealth Management
Led by Francis J., we bring institutional-grade advisory to individual investors with a comprehensive suite of investment products.
0+
Happy Clients
0+
Years Experience
0+
Investment Products
0hr
Response Time
Testimonials
Trusted by Investors 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
Ready to Take the First Step?
Join hundreds of satisfied investors who trust First Step Consultancy Services for their wealth management needs. Your free consultation is one click away.