StepStone Asset Services by Pritika Jain

about us

Pritika Jain

Founder

StepStone Asset Services

Pritika Jain is a respected financial professional and the founder of StepStone Asset Services. With a decade of experience in the financial industry, Pritika is a seasoned expert in investment distribution. As an ethical practitioner, she takes pride in putting the interests of her clients first and delivering objective, unbiased financial services. Pritika’s client-centric approach to finances means that she works closely with each client to understand their unique financial goals and objectives. She leverages her expertise to develop personalized investment strategies that align with each client’s specific needs. With Pritika’s support, clients can trust that their financial future is in good hands.

Who We Are

As a financial distribution organization, StepStone specialize in various investment products and prioritize the well-being of our clients. With a decade of experience in the financial services industry, our team has demonstrated expertise in investment services while adhering to regulatory standards and navigating market volatility. We offer a comprehensive range of financial solutions, including retirement solutions, portfolio rebalancing, mutual funds, life and general insurance, bonds and Corporate FDs.

Our philosophy

Our philosophy centers around delivering independent, impartial, and transparent financial services. We strive to ensure that our clients comprehend financial activities and options to make informed decisions, thereby establishing enduring relationships with them. We strongly believe that a satisfied client is the most effective form of advertisement for any organization.

Our Commitment

At the heart of our commitment lies a dedication to prioritizing our clients’ interests in all our services. We help our clients towards achieving their financial goals and support them throughout the journey. Understanding each client’s distinct needs, values, and objectives is critical to us, and we strive to fulfill their aspirations through comprehensive investment techniques. Our approach is based on well-researched principles, and we collaborate with our clients closely, ensuring they are informed at every stage of the investment process.

Our Mission

Our mission is to foster our clients’ wealth by equipping them with the knowledge and information necessary to achieve their financial objectives through effective personal finance.

We have 35+ years of experience. we offer awesome marketing and consulting services!

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Three Simple Step To Started Working Process

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We are help you to grow your business

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project completed

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affordable price

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work efficiency

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satisfied customer

meet our expert team member

Shane watson
Shane watson
manager
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alison wilson
alison wilson
co-manager
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george white
george white
consultant
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jenny hobbs
jenny hobbs
consultant
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