Subhabrata Ghosh

Step Ahead Investment Advisors

Registered Investment Advisor

Service Location

Kolkata

Professional Licenses

FPSB

#IN150309

SEBI RIA

#INA300002857

Fee Based Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a hybrid structure, offering professional advisory services for a fee, while often providing integrated execution services that may involve separate distribution arms.

Contact Information

Address

12A, N S Road, 5th Floor, Room No 13A/1, Kolkata 700001, WEST BENGAL.

Website

https://stepaheadia.com/

Client Focus & Services

Best suited for

Investors seeking fiduciary advice with legal obligation to act in their best interests. High-net-worth individuals, families, and institutions looking for comprehensive wealth management, portfolio construction, and ongoing investment guidance under strict regulatory oversight.

Problems solved

Portfolio underperformance, lack of investment strategy, regulatory compliance concerns, fiduciary duty assurance, complex portfolio management, succession planning, risk management, systematic rebalancing, performance evaluation, tax-efficient investing.

What this advisor does NOT do

This advisor does not offer independent investment products outside their platform. They do not provide guaranteed returns or fixed-income promises. They do not offer tax return preparation or legal document drafting. They do not provide daily market speculation or short-term trading strategies. Distribution arm products may involve separate compensation.

About Subhabrata Ghosh

In January 2014, a remarkable journey began. A collective of seasoned Financial and Wealth Management professionals, each boasting decades of experience, took a bold step to establish a fee-based Financial Planning & Wealth Management Service provider dedicated to offering clients ethical and professional financial guidance. This visionary endeavor marked the birth of Step Ahead.

Step Ahead stands out as an organization comprised of professionals unwaveringly committed to adhering to the highest professional standards and code of ethics established by FPSB India and the Securities Exchange Board of India. These guiding principles serve as the compass for the team in their pursuit of providing sound financial advice and services.

Since its inception, Step Ahead has been the trusted partner in enhancing the financial well-being of more than 500 families across India and beyond. With a collective experience spanning over 80 years, the team at Step Ahead Investment Advisors consistently delivers client-centric services, ensuring that their clients receive nothing less than the best in financial advisory. They take pride in being at the forefront of ethical and professional financial practices, aiming to make a meaningful impact on the financial lives of their clients through ongoing consultation and support.

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