About Us
About Our Founder
Anandaraman R.
At StepUp Investment Services, we are privileged to have Anandaraman R. as our founder and guiding force. With over 25 years of diverse experience in the financial services industry, he has become a trusted expert committed to empowering individuals and families to realize their financial dreams.
Anandaraman’s journey began in 1996 as a Post Office Small Savings agent and Public Provident Fund (PPF) agent, where he discovered his passion for helping clients navigate their savings options effectively. This early exposure provided him with invaluable insights into the importance of sound financial planning—a principle that continues to guide his work today.
Throughout his career, Anandaraman has positively impacted the lives of over 2,000 families, assisting them in overcoming complex financial challenges and achieving their aspirations. His unwavering dedication stems from a genuine desire to make a meaningful difference in people’s lives through personalized guidance tailored to each client’s unique circumstances.
In 2005, he became an AMFI-Registered Mutual Fund Distributor, reinforcing his commitment to providing reliable and trustworthy financial advice. By continuously staying abreast of industry trends and best practices, Anandaraman ensures that his clients receive informed guidance at every stage of their financial journey.
To further enhance his expertise, Anandaraman earned the prestigious Certified Financial Planner (CFP®) designation from the Financial Planning Standards Board (FPSB) in 2022. This globally recognized certification underscores his dedication to maintaining high standards of professional competence and ethical conduct in all aspects of financial planning.
A firm believer in Goal-Based Financial Planning, Anandaraman meticulously analyzes each client’s individual needs, aspirations, and risk tolerance. He crafts tailored financial plans that align with their unique objectives—whether it’s investment management, insurance planning, retirement strategies, or wealth accumulation.
At StepUp Investment Services, we are honored to have Anandaraman R. as our leader and mentor. His vision inspires our team to carry forward his legacy of providing exceptional financial guidance while fostering trust and empowering our clients to take control of their financial futures.
About Our
Mission
Our mission is ambitious yet simple: to create one lakh crorepatis (100,000 millionaires) in India and inculcate financial literacy in every household. We believe that financial freedom is the key to unlocking a life of prosperity, security, and happiness. With our expertise and guidance, we aim to help individuals and families make informed financial decisions, build wealth, and achieve their long-term goals.
At StepUp Investment Services, our mission is both ambitious and heartfelt: to create 100,000 millionaires in India while fostering financial literacy in every household. We believe that achieving financial freedom is the key to unlocking a life rich in prosperity, security, and joy.
With our deep expertise and personalized guidance, we empower individuals and families to make informed financial decisions that lead to lasting wealth and the fulfilment of their long-term aspirations. Our unwavering commitment to education and transparency equips clients with the essential knowledge and tools for successful investing in today’s dynamic financial landscape.
Embark on this transformative journey with us toward financial empowerment—unlock your potential for a brighter future today!
Our
Approach
At StepUp Investment Services, we embrace a holistic approach to financial planning by considering each client’s unique financial situation, goals, and aspirations. Our dedicated team of experienced financial advisors collaborates closely with clients to gain a comprehensive understanding of their needs, craft customized financial plans, and deliver ongoing support and guidance throughout their journey.
Join Us on Your Path to Financial Success
Let us be your trusted partner on the journey toward financial success. Together, we can create a plan that not only meets your needs but also empowers you to achieve your dreams and secure a prosperous future.
Our Story
With over 25 years of experience in the financial services industry, our founder has witnessed firsthand the profound impact of financial illiteracy on individuals and families. He has seen how a lack of knowledge and effective planning can lead to significant financial stress, overwhelming debt, and persistent uncertainty.