Step Up Wealth started by professionals in 2021 who has a rich work experience in corporate and has worked in corporate for more than 15 Years. The company is started with goal of advising Right Product to Right People at Right Time. Step Up Wealth is the fastest growing Wealth Management Firm in the Region and In Journey of last 3 Years we manage over 350 Crs in Mutual Funds & PMS/AIF and over 700 Crs in direct Stocks. We are master of Selecting Right funds and that is backed by proprietary model which we have created in past few years and has worked on the model in their corporate world.
We provide 360 Degree Wealth Management under one roof and deals in Products like Mutual Funds, Portfolio Management Services (PMS), Alternate Investment Fund (AIF), GIFT City Investment, Bonds, Fixed Deposits, Need Based Insurance Planning.
Step Up Wealth has a very very strong team of over 22 Team members and located at 4 Major Location of Gujarat i.e Ahmedabad, Anand, Baorda & Surat.
Company Profile
Meet the Co-Founders
Palak Shah / Co-Founder
Palak started this firm in 2021 and comes with over 13 years of experience in a single organization. In his last role, he was Assistant Vice President at IIFL Securities. He laid down the foundation of Step Up Wealth.
Darshan Patel / Co-Founder
Darshan comes with over 17 years of experience in the Mutual Fund industry. He was the Gujarat Head for ICICI Prudential Mutual Fund and has conducted over 150 training sessions and 350 seminars for investors. His joining has strengthened Step Up Wealth.
Our Mission
Aim to become the most reputed Investment Advisory Company.
Why Us
More than 20 Years of Experience and with High skilled professional who has worked in multi national company.
Your Value to us
Your Wealth Creation is our job & Your Trust and Extra Ordinary Service is our motto with client first objective.”