Step Ahead

Kolkata, India
Financial planning and investment advisory services are provided.

About Step Ahead

Step Ahead is a Business Services company based in Kolkata (India). Financial planning and investment advisory services are provided. It operates on a Professional Services model. Its Indian entity Step Ahead Investment Advisors Private Limited reported revenue of β‚Ή38.9 Lakh. Step Ahead offers products and services including Financial Planning and Investment Advisory. Its focus areas include Financials, Investment Services and Financial Planning.

Company details

Financial planning and investment advisory services are offered by Step Ahead, based in Kolkata, India. Personalized financial solutions are developed to help clients achieve their goals. Services are extended to over 500 families, focusing on risk assessment and goal planning. The company operates in the financial sector, ensuring money management is handled with professional care. Tailor-made action plans are created based on individual aspirations and current financial situations.

Key Metrics
  • Annual Revenue
    ₹38.9 Lakh

    FY 2024 · +20% YoY

  • Net Profit
    ₹3.8 Lakh

    FY 2024 · 10% margin

  • EBITDA
    ₹5.1 Lakh

    FY 2024 · 13% margin

Products & Services of Step Ahead

Step Ahead offers a comprehensive portfolio of products and services, including Financial Planning and Investment Advisory.

Financial Planning
Financial Services

Tailored financial plans are created for individual goals.

Investment Advisory
Financial Services

Investment strategies are provided for wealth growth management.

Board of directors of Step Ahead Investment Advisors Private Limited (Step Ahead)

Step Ahead Investment Advisors Private Limited is the primary company behind Step Ahead. The board of Step Ahead Investment Advisors Private Limited currently have 3 directors; the longest-serving is Nandji Rai, appointed in 2014. 2 earlier directors have ceased.

DirectorDesignationAppointedTenureEntity
Nandji Rai
DIN 03511530
Director23 Jan 201412 yrs 9 moStep Ahead Investment Advisors Private Limited
Subhabrata Ghosh
DIN 06769678
Director23 Jan 201412 yrs 9 moStep Ahead Investment Advisors Private Limited
Mridul Rai
DIN 06803928
Director03 Jul 20242 yrs 4 moStep Ahead Investment Advisors Private Limited

Financials of Step Ahead

Figures of Step Ahead Investment Advisors Private Limited, the primary company behind Step Ahead, for FY 2024. Revenue was ₹38.9 Lakh (+20% year on year). Net profit was ₹3.8 Lakh (10% margin). EBITDA was ₹5.1 Lakh (13% margin). Revenue has grown at a compounded annual rate of +7% over three years and -4% over five years.

  • ₹38.9 LakhRevenue · FY 2024 · +20% YoY
  • ₹3.8 LakhNet profit · 10% margin
  • ₹5.1 LakhEBITDA · 13% margin
  • ₹39 LakhPaid-up capital
  • +7%Revenue CAGR, 3 years
  • -4%Revenue CAGR, 5 years

Balance sheet, profit and loss, cash flow and ratios of Step Ahead Investment Advisors Private Limited are on its company page.

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Frequently Asked Questions about Step Ahead

Step Ahead is headquartered in Kolkata, India. It is registered at Kolkata, West Bengal, India.

The primary company behind Step Ahead, Step Ahead Investment Advisors Private Limited, reported revenue of β‚Ή38.9 Lakh for FY 2024, up 20% year on year.

Financial planning and investment advisory services are offered by Step Ahead, based in Kolkata, India. Personalized financial solutions are developed to help clients achieve their goals. Services are extended to over 500 families, focusing on risk assessment and goal planning. The company operates in the financial sector, ensuring money management is handled with professional care. Tailor-made action plans are created based on individual aspirations and current financial situations.

Step Ahead offers Financial Planning and Investment Advisory.

Step Ahead operates through Step Ahead Investment Advisors Private Limited.

The legal entities of Step Ahead currently have 3 directors, including Nandji Rai, Mridul Rai, Subhabrata Ghosh.

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