Kalyani Maheshwari | StepUp Investments

About

I am a post-graduate in Finance and have experience in the treasury operation of MNCs. As personal finance was my interest, I founded StepUp Investments in 2012 and helping my clients to sort out their financial life since then.

Practice at a glance

15

Years of Experience

50

Families Served

₹25

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Global Investing

Life Insurance

NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Kalyani.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review